Pat entered the financial services industry in 1995 as a registered representative and has been an advisor since 1996. As a CPA, he has provided extensive consulting and income tax and estate planning services for more than 35 years to hundreds of clients—many of whom he is proud to call his personal friends.
Before opening his own accounting practice, Pat was on the consulting staff of Ernst & Young. He received a BBA in accounting from Texas Tech University and was a member of the Accounting Honor Society. He earned an MBA in finance from the University of Texas, where he graduated in the top 10% of his class.
Pat lives in the Texas Hill Country. He works from his offices in Fredericksburg, where he provides wealth management services, as well as CPA services, through his separate firm, Patrick L. Moore CPA.
Patrick L Moore, CPA
RAYMOND A RODRIGUEZ
Raymond has more than 40 years of experience in the investment industry. His primary focus is research and management of portfolios, as well as financial and estate planning issues. He also manages all compliance issues for the firm.
A fourth-generation South Texan, Raymond entered the financial services industry in 1973 as an account executive with Merrill Lynch in Corpus Christi, Texas, and later became resident manager for South Texas, where he was in charge of offices in Corpus Christi, McAllen, Brownsville, and Laredo. After opening and managing the Raymond James & Associates offices in San Antonio, he returned to Corpus Christi in 2000 to manage Prudential Securities.
Raymond graduated from St. Mary’s University in San Antonio with degrees in history, Spanish, and philosophy. He later attended the Graduate School of Urban Studies at Trinity University under a Brackenridge Fellowship. Active in the community, he has served as chairman of the board at the Corpus Christi Symphony, founding board member of the World Affairs Council, and as an advisory board member of the Laredo National Bank.