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Financial Institution Regulatory Compliance
Financial Institution Risk Assessment
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ISO 27001 Reviews
IT Audit
SOX Questionnaire
PCI DSS Readiness
Risk Assessment
Sarbanes-Oxley Compliance
SSAE 16 (SOC 1) - formerly SAS 70
Trust Services (SOC 2 and 3)
Transaction Advisory Services
Business Valuations
Due Diligence
Post-Integration
Vulnerability and Risk Assessment
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Tax Compliance and Planning
Accounting Services
State and Local Tax
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State and Local Tax Team
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IC-DISC
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Weaver Asia Roundtable Series
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Weaver Wealth Management
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Our Professional Team
Our Professional Team
Dallas Office
Alan Goldfarb, CFP®, AIF®, MBA – Director, Wealth Advisory Services
Reggie Sandoval – Chief Compliance Officer & Operations Manager
Luisa O. Nemati, CFP® – Senior Wealth Advisor
Fort Worth Office
David C. Sego, CFP®, PFS – Managing Director
San Antonio Office
Michael D. Gleason, CLU, ChFC – Senior Wealth Advisor
Austin Office
Michael B. Benedict, CFP®, MBA – Senior Wealth Advisor