Dan Slattery, CPA, PFS
As Senior Advisor, Dan brings a deep understanding and technical experience in counseling high-net-wealth individuals and families on all aspects of their wealth management needs. Dan advises clients on how to establish and implement an agenda to prioritize financial-planning strategies. His knowledge encompasses a broad range of wealth management practices, including the use of complex tools such as trusts and partnerships in estate planning and techniques to help minimize income, gift and estate taxes. Dan retired from a 27-year career with the global accounting firm KPMG and was a founder of Slattery Perkins Ramirez PC, where he served as a Certified Public Accountant (CPA) and tax partner. He led the firm’s personal financial planning practice in its San Antonio, Austin and Corpus Christi offices. Dan’s experience includes counseling owners and executives of closely held businesses. He also counsels individuals on their personal financial issues, including real estate and income tax planning techniques. Dan received his B.B.A. degree with Highest Honors from the University of Texas at Austin and Master of Professional Accounting-Tax degree from the University of Texas at San Antonio.