Houston Estate & Financial Forum
HOUSTON, TX
Total revenue
$107K
Total expenses
$100K
Net assets
$83K
Grants received
—
EIN
742109037
Tax year
2023
Mission
Houston estate and financial forum provides education for its members in the fields of estate and financial planning. It also promotes understanding and cooperation among the different disciplines of its members.
Financials
FY 2023
Revenue
Expenses
People
17 listed
JONATHAN D ADINOLFI
President
—
2 hrs/wk
SCOTT ZINDLER CFP
Vice President
—
1.5 hrs/wk
KAREN BURTON TO
Secretary
—
1.5 hrs/wk
PAIGE BEN-YAACOV ATTY
Treasurer
—
1.5 hrs/wk
R SCOTT ROBERTSON CPA
LIAISON TO PRES
—
1 hrs/wk
DAVID BOLLIS CPA
Director
—
0.5 hrs/wk
RUSSELL HALL ATTY
Director
—
0.5 hrs/wk
JEFF E RILEY CLU
Director
—
0.5 hrs/wk
TANYA T CASTRO CFP
Director
—
0.5 hrs/wk
BRETT T BERLY ATTY
Director
—
0.5 hrs/wk
MICHELLE L MELNAR CPA
Director
—
0.5 hrs/wk
CHRISTY BROWN CFP
Director
—
0.5 hrs/wk
CAROLINE MARCIANO TO
Director
—
0.5 hrs/wk
MAURY OLIVER TO
Director
—
0.5 hrs/wk
EMILY RADKE ATTY
Director
—
0.5 hrs/wk
DAVID ZAHN TO
Director
—
0.5 hrs/wk
KRISTI ELSOM ATTY
IMMED PAST PRES
—
0.5 hrs/wk