Jillian Nel, CFP®, CDFA, is the director of financial planning for Legacy Asset Management in Houston. She is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a Certified Divorce Financial Analyst (CDFA) and was hired by Legacy in 2011 to open and direct a financial planning practice for the firm. Ms. Nel and her team provide comprehensive financial planning and risk management to individual clients, business owners and their families. She also provides consulting and advisory services for the Qualified Retirement Plan practice of the firm to business owners, plan administrators, and participants.
Ms. Nel has a passion for education and the empowerment it provides to both clients and the general public. She regularly speaks at financial planning seminars and employee educational meetings on how goal setting and risk management is essential for success in any financial planning scenario. She contributes commentary regularly to financial planning articles and was featured on the cover of the Retirement Advisor magazine in March 2015 as a dually licensed advisor. In October 2015, she was the Women in Insurance cover feature. Ms. Nel has also served as an instructor of Retirement Planning and Employee Benefits for this program since March 2013 and continues to teach on a regular basis.
Ms. Nel has the Series 7 & 66 securities license, as well as the Series 24, general securities principal, and is licensed as a General Lines Insurance Agent for the State of Texas. Ms. Nel received a bachelor’s in business administration from the Leeds School of Business at the University of Colorado at Boulder. She earned the CFP® designation in 2011 and became a Certified Divorce Financial Analyst in 2015. She is an active member of the Financial Planning Association and the Greater Houston Women’s Chamber of Commerce and serves on the board of the Women’s Finance Exchange. Ms. Nel also serves the community through charitable efforts. She is a member of the Corporate Guild for Dress for Success Houston and an active member of Women of Wardrobe. She is on the board of directors for the Women’s Fund, the board of directors for the HER Foundation that supports the Women's Fund and the advisory board of directors for the Periwinkle Foundation, all local Houston charities.
Kathy Oakley, MBA, CPA, and CFP®, is the former director of planning for the Houston Office of Lincoln Financial Advisors. Ms. Oakley served as an internal resource to planners associated with Lincoln Financial Group and Sagemark Consulting. As director of planning, Ms. Oakley was responsible for financial plans in the Texas and Louisiana region and contributed to development of plans by the National Planning Group for Planners and Advisors across the United States. Prior to joining Lincoln Financial Advisors, Oakley (Hartin) served as vice president and chief financial planning officer with Kanaly Trust Company.
An active member of the community, Ms. Oakley is a member of the Financial Planning Association and served as chair and past chair of the Council on Education for the CFP Board of Standards. She is a former board member of the Pearland Economic Development Corporation, and former member of the Members in Industry Committee of the Houston Chapter of CPAs.
Ms. Oakley earned her B.S. degree in Finance and her MBA from the University of New Orleans. She holds a CPA license and CFP® certification, and formerly held a Texas Insurance license and various securities licenses, including the NASD Series 7 and 63.
Course instructors for Rice University's CFP® Certification Education program are experienced practitioners in the financial planning industry and have met Rice University's standard of quality.*
Joseph R. Birkofer, CFP®, is the principal and founder of Legacy Asset Management in Houston. A consultant to individual and corporate clients for the evaluation of retirement plans, Mr. Birkofer also works with plan sponsors to improve communications, monitor investment performance and streamline administration. As a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Advisor, he helps clients concentrate on financial planning and asset allocation. Prior to founding Legacy Asset Management, he served as a trust officer with Texas Commerce Bank.
An active member of the community, Mr. Birkofer serves on local boards including The Periwinkle Foundation and The Houston Society of Financial Service Professionals. He has been published in or provided commentary for the Houston Chronicle, the Houston Business Journal, Benefits & Compensation Solutions and local Houston radio and television shows.
Mr. Birkofer earned his bachelor’s degree in Foreign Service from Georgetown University and his M.B.A from The University of Texas at Austin. He has several securities licenses, including the NASD Series 7, 24, 27, 63 and 65, as well as various insurance licenses.
Andrea K. Freedman, CFP®, is an independent financial advisor, where she conducts in-depth reviews of each client’s financial circumstances and goals. She has more than 25 years of experience specializing in financial planning and asset management. Her expertise extends into areas of retirement and education planning, asset allocation, investment selection and risk tolerance analysis.
She has NASD Series 7, 63, 65 and 31 licenses. Ms. Freedman holds a bachelor’s in communications from The University of Texas at Austin.
Jason Danziger, CFP®, CPA, is a vice president with Goldman Sachs, where he works with clients and their own advisors to help achieve long-term goals using a variety of income tax, gifting and estate planning techniques. Prior to his current role, he assisted clients in the Texas region with the construction of comprehensive financial plans and general income tax and estate planning advice.
Before joining Goldman Sachs, Mr. Danziger was a financial planner and assistant vice president for a regional trust company in Houston. He began his career in public accounting, specializing in tax compliance for flowthrough entities and oil and gas companies.
He holds a bachelor of science in business administration in finance and accounting from Washington University of St. Louis and a master’s of public administration in tax from The University of Texas at Austin, as well as the Series 7 and 66 licenses.
David Donnelly, CPA, is the tax director in the Houston office of Carr, Riggs & Ingram, LLC, which is one of the top-25 accounting firms in the United States, with more than 30 offices in nine states. Previously, Mr. Donnelly was tax director of Gainer, Donnelly LLC, a local Houston accounting firm. He has more than 30 years of experience providing tax planning services for clients with an emphasis in real estate and tax planning in the greater Houston area. In addition to a generalist practice, his industries of focus encompass professional service firms and real estate investors, developers and brokers.
Mr. Donnelly serves on the Federal Tax Policy Committee for the TSCPA, the TSCPA Board of Directors, and the HCPAS Board of Directors.
Nelson Gonzalez, MS, CFP®, is a partner and investment advisor representative for Amicus Financial Advisors LLC. Previously, he served as a paraplanner for two and a half years at Amicus. He now serves high net worth clientele and lawsuit settlement recipients in the Houston area.
Mr. Gonzalez also serves the citizens of Houston as a Houston Firefighter/ EMT and provides pro bono financial education to firefighters he meets in the firehouses and stations when on duty. Mr. Gonzalez holds his Emergency Medical Technician License and State Firefighters License.
He holds a CFP®, a Texas insurance license for Life, Accident, Health and HMO. Additionally he holds his Series 66 and is currently in the process of obtaining his RSP (Registered Settlement Planner). Mr. Gonzalez graduated from Texas Tech University and earned a master’s in personal financial planning.
Andrew Lewis is a partner in Lewis and Lewis, PLLC. He has approximately 15 years of experience as an attorney and judge, practicing in the areas of litigation, contract law, estate planning and probate, business planning, arbitration and mediation. Previously, he served as a county judge in Cobb County, Georgia, as well as deputy director for the Supreme Court of Georgia, Office of Dispute Resolution. He has experience teaching professionals in government, corporate and university settings.
Mr. Lewis is a member of the State Bar of Texas and the State Bar of Georgia. He holds a JD from Tulane University, an MBA from Emory University and a bachelor’s from Rice University.
Jillian Nel, CFP®, see instructor biography above.
John L. Wilson, CFP®, CPA*, helps high-net-worth families better achieve their financial goals using the six-step CFP financial planning process. He works with clients to develop a holistic plan that integrates financial independence, investment, business and estate planning. Mr. Wilson designs and implements multimillion dollar portfolios for his clients.
Prior to his current role as an advisor to individuals, Mr. Wilson worked various positions in the sales, marketing and trading of derivatives including swaps, caps, futures, options and other derivative instruments for several Fortune 500 companies. He holds a bachelor’s degree from Rice University.
*Licensed but not practicing.
Instructors are subject to change.
Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.