Houston, TX – May 17, 2024 – ParakleteFinancial, Inc., a prominent personal financial planning firm, is pleased to announce the opening of its newest office in Houston. This strategic expansion reflects the company’s commitment to providing integrated personal financial planning services and virtual unbundled office services to clients in the Houston metropolitan area.
The Houston office is spearheaded by Charlie Wilson, CPA/PFS, an accomplished CPA with a strong background in tax and estate planning. With extensive experience and expertise in serving the financial needs of individuals and businesses, Charlie brings a unique perspective to ParakleteFinancial’s client-focused approach.
“We are excited to establish a presence in Houston and extend our reach to serve the vibrant community here,” said Susan Tillery, CPA / PFS, AEP® (Distinguished), CEO of Paraklete Financial, Inc. “Charlie Wilson’s leadership and deep understanding of personal financial planning and taxation will be invaluable in delivering tailored solutions to our clients in this region.”
The new office will offer a comprehensive suite of financial services, including virtual unbundled family office services, as well as integrated personal financial planning services. All services utilize a collaborative team of advisors. Clients can expect personalized attention and strategic guidance to help them achieve their financial objectives.
“I am honored to join the Paraklete Financial team and lead the Houston office,” said Charlie Wilson. “Our mission is to empower clients with the knowledge and resources they need to make informed financial decisions and pursue their long-term financial goals.”
About Paraklete Financial, Inc.:
Paraklete Financial, Inc. is a leading financial advisory firm dedicated to providing virtual unbundled family office services as well as integrated personal financial planning services to individuals, families, and businesses. With a commitment and focus on integrity, transparency, and personalized service, Paraklete Financial, Inc. helps clients navigate their financial journey with confidence and peace of mind.
For media inquiries, please contact:
Susan Tillery
CEO & President
stillery@parakletefinancial.com
