Continued Team Expansion Will Support Enhanced Client Service
Wade Financial Advisory is pleased to announce the addition of Stephanie Wong to the team. As Tax Manager, Wong is tasked with improving procedures and processes for the tax division and assisting in all tax matters.
“I am committed to helping clients better understand their taxes,” Wong says. “This helps them plan ahead and achieve their financial goals.”
Wong earned her BBA in Accounting and Finance + MACC (Master of Accounting) from Abilene Christian University, and her MPA + certificate of Charitable Financial Planning from Texas Tech University. Prior to joining the Wade team, she spent two years tax planning in a financial service company and three years in a local CPA firm in Lubbock, TX.