Bellville, TEXAS (Feb. 9, 2021) - Wehring Wealth Management, a tax-efficient financial planning firm based in Bellville, today announced the expansion of its financial services team with the addition of Tray Moses as financial advisor. The multi-advisor team is now poised to deliver holistic financial advice to more clients in the greater Houston area as well as continue to meet the tax and accounting needs of local individuals and businesses.
“Many people entered 2021 with a desire to get their finances back on track, and our comprehensive, tax-smart approach to financial planning is a great place to start, ” said Charlene Wehring, founder and financial advisor at Wehring Wealth Management. “Tray’s experience in retirement planning, investment management, and insurance solutions will be an asset as we help clients prepare for an uncertain future, and we’re lucky to have him on the Wehring Wealth Management team.”
Moses most recently served as a financial associate for Thrivent Financial Services. He graduated from Sam Houston State University with a Bachelor of Business Administration and emphasis in accounting. His experience in the financial services industry includes implementing strategies to save for retirement and higher education, designing tax-smart investment portfolios, and protecting assets and loved ones through insurance policies.
“I’m passionate about helping clients pursue their financial goals and live generous lives,” Moses said. “When you find a team that shares your philosophy and genuine care for clients – like I’ve found at Wehring Wealth Management – it makes financial services work very rewarding.”
About Wehring Wealth Management
Founded in Bellville, Texas in 1982, Wehring Wealth Management offers a unique service model that combines comprehensive financial planning with tax planning and preparation, investment management, insurance planning, business planning and accounting. With broad expertise and a commitment to first-class service, the team strives to be clients’ sounding board for sound advice – no matter what financial challenge or opportunity they face. Learn more at wehringwealthmanagement.com.