As a working parent raising young children, I understand finding time to stay on top of priorities can be challenging. I have an established process to help busy, professional families put all the financial pieces together, stay on top of priorities and help get to the desired results they work so hard to achieve. I know that good things usually don't happen overnight. They are a result of intentional, hard work. Achieving your financial goals works the same way; little by little, brick by brick. I was born and raised in Corpus Christi. I graduated from The University of Texas at Austin in 1998 and started my career soon after graduation as a financial advisor with Edward Jones in 1999. In 2006, I earned my CFP® designation in order to better serve people with their full financial picture. Over the past 20 years, I have developed and refined a process to help busy, hard-working families build and protect their wealth. I believe in a "plan well, work hard and play hard" philosophy of life. I love spending time with my family and friends, whether its at our home entertaining over a meal or traveling to fun destinations together. My husband, Hoelt, and I have four boys: Jack (11), Harrison (10), Luke (8) and Max (6). They all love to play sports and I find great joy in watching them play. I also love to serve my community. I am a civilian trustee on the Corpus Christi Firefighters' Retirement System Board, an active member in my church, an active volunteer at my boys' school and am a member in Charity League, Inc. Aubrey Brown is an important part of my team. She is married to Sterling and they have two beautiful daughters, Brighton (9) and Carrington (5). Aubrey and I have the privilege of adding value to our clients' financial lives over multiple generations. [read more]
View ProfileOur Online Office brings financial services directly into your home or business enabling you to more actively participate in your financial management. You can: Schedule an appointment: https://www.schedulicity.com/scheduling/EBAE9D Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments. Stay Alert to tax and accounting news by reviewing the client newsletter. Review Tax and Financial Topics of Interest in the Additional Pages section of our site Please browse the pages of my website. Feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here. [read more]
View ProfileLazcoTax provides Certifying Acceptance Agent (CAA) services for obtaining an Individual Tax Identification Number (ITIN). LazcoTax also offers Assistance in Preparing and Filing Forms for Disaster Relief from FEMA/SBA. Full Service Income Tax Preparations and Help with Prior Years Resolutions. Notary Public Available. Lazco Tax is all about Client Conveniences which provides for a Full Virtual Office. No need to come in, Tax Preparation can be done completely virtually. Come by or Call. Looking forward to bringing you on board with LazcoTax. Please visit www.LazcoTax.com for further information. Prepared by Elizabeth Lazo/Owner/Office Manager. LAZCOTAX PO BOX 203 CORPUS CHRISTI TEXAS 78403 OR PICS/DOCUMENTS TEXTED TO: (210)465-6026 [read more]
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