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Katherine Nixon, CPA: 281-370-6622 Your Trusted Advisor Proactively Working For You
Retail,
Brokerage & Tax Preparation Securities, Annuities, Life, and LTC Complete Tax-Advantaged Financial & Longevity
Planning Strategies as well as Tax Reporting
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While still in college, Katherine began her career in public accounting. She provided comprehensive
services for shareholders from audits and tax preparation to estate tax planning and fiduciary reporting. In
1990, she started her own firm providing proactive tax planning and complex tax reporting as the cornerstones of her services.
Adding financial and insurance services along with a competent team allowed her to develop clients’
true wealth designs with tax-advantaged income streams for the future. After her father became ill,
Katherine saw the need for senior event planning in every financial design to protect those streams of income and the physical
and emotional health of loved ones.
Katherine helps executives build
exceptional companies, assists advisors in understanding the urgency to implement plans for long-term care needs and
the options available, and counsels individuals in how to develop and execute strategic tax-advantaged estate
and retirement plans. Drawing on her technical knowledge and experience, she is dedicated
to advancing companies and individuals toward reaching their financial and legacy goals. In
addition, she promotes adopting healthy lifestyle choices to ensure that clients are around to enjoy the harvest of their
labors.
Katherine holds a BBA from Texas A&M
University in Accounting. She is certified as a public accountant, a personal financial specialist, a professional
coach and a long-term care specialist. She has served on numerous boards including the Houston CPA Society
and the TSCPA Insurance Trust Board. Katherine is an active volunteer in her community, professional and
alumnae associations. She developed and conducts a coaching class in her church. She
has won numerous awards for communication and creativity. She even shares her home
on the continental divide in Colorado.
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Individual Tax Services Manager
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Brad Heilhecker
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Business
Tax Services Manager
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Derrick Webb
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Administrative
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Judy McGowin
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Katherine Nixon is certified as a public accountant
and a personal financial specialist. Securities are offered through J.W. Cole Financial, Inc. (JWC), Member FINRA, SIPC. Investment Advisory Services are offered through J.W. Cole Advisors, Inc. (JWCA). Insurance is offered
as an independent agent. Tax preparation services are not offered through JWC/JWCA. Katherine Nixon is a licensed
CPA. Her firm, SETFS, LLC, is not a CPA firm. .
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