Duane M. Hirsch, CFP®, CPA/PFS – Advisor

Duane M. Hirsch joined the firm in January, 2005 as a Senior Client Advisor. Duane is a Certified Financial Planner™ professional,  a Certified Public Accountant and Personal Financial Specialist.

Duane’s primary responsibilities include providing high quality, individually unique, personal financial planning and investment advisory services for our clients and their families.

For over 15 years, Duane has assisted individuals and businesses with investment and financial planning issues. Originally from Colorado, Duane graduated with honors from the University of Northern Colorado and is a graduate of the College of Financial Planning CFP® Professional Education Program. Prior to his career in financial services, Duane was a practicing CPA for two of the world’s largest accounting firms. He is a member of the American Institute of Certified Public Accountants (AICPA), the Houston Chapter of Texas Society of CPAs, and the Financial Planning Association.