The FENG Houston (Katy/Sugar Land), TX Chapter

Next Meeting

When:

12/19/2019 – 7:30 AM to 9:15 AM (Reserve a spot at this event)

Where:

Fellowship Church
22765 Westheimer Parkway
Community Room
Katy, TX 77450
www.thefellowship.org

Agenda:

Topic: Medicare

Speaker: Jo Middleton, Co-owner and CFO of TradeMark Insurance Agency

The meeting will begin and end with networking, business card exchanges, 90 second elevator speech practice opportunities as well as Resume review drop-offs. The middle of the meeting will be our guest speaker.

Speaker's bio:
Jo Middleton co-owner and CFO of TradeMark Insurance Agency. Jo joined the agency in 2003 and specializes in helping Medicare eligible clients with all types of Medicare plans and Part D drug plans.

Jo has been heard on several radio shows speaking about Medicare as well as the Affordable Care Act. She speaks regularly to attorney groups, financial planners and employers about Medicare educating them about how Original Medicare works and Medicare insurance plans.

She has been a member of the National Association of Health underwriters for the past twelve years. She has served locally as the legislative chair, HUPAC chair, and various other positions including Houston Chapter President 2014-2015. She currently a Trustee Ameritus.

Jo is a citizen of U.K. but has lived and worked in the U.S. for the past 32 years. She is working on becoming a U.S. citizen!

Married to Travis S. Middleton Jr. They have between them two married daughters Stacey and Caitlin and one Grandson Austin and one Granddaughter Paige.

Jo Middleton CSA, CBC, LPRT
Certified Senior Advisor
TradeMark Insurance Agency, LLC
14825 St. Mary’s Lane Suite 105
Houston, TX 77079
Office:713-932-7777
Fax:713-932-7780

Directions

Corner of Westheimer & Peek

Parking: There is lots of free parking as well as a great Coffee Shop called Kosmos in the corner of the main Church building where the Community room is located.

https://www.google.com/maps/place/22765+Westheimer+Pkwy,+Katy,+TX+77450/@29.7336737,-95.7629392,17z/data=!3m1!4b1!4m2!3m1!1s0x864120dd5c0aecd5:0xd2d51cd9ec9ed006


About the Houston (Katy/Sugar Land), TX Chapter

The Katy/Sugar Land Chapter covers the west side of the Houston metropolitan area.

Our meetings are a combination of networking meetings and scheduled speakers. Please check the calendar often!

We invite any member of The FENG to join us.

Leadership Team:

Steve Elliott, Chair
steveelliottcpa@gmail.com
Cell: (516) 510-1943

Andy Frew, Co-Chair
andrew_frew@hotmail.com
Cell: (713) 444-9516

Cindy Weaver, Co-Chair
cindy.w.weaver@hotmail.com
Cell: (832) 766-0103

Chapter Leadership

Steve Elliott
steveelliottcpa@gmail.com
(281) 503-8460
Steve serves as the Tax Director at the Houston office of Baker Tilly (formerly MRZ LLP). He has over 35 years of diversified public accounting experience advising high net worth individuals and closely held and family businesses as well as trusts, estates, partnerships, corporations, not-for-profits, state and local and expatriate taxation issues.

In addition, Steve has extensive experience acting as a client advocate in regards to tax notices, audits and protests, including payment plans, and offers in compromise.

Steve received his master's in taxation from Bentley University and did his undergraduate studies at Northeastern University both in Boston. He holds Certificates in Advanced Taxation Issues and Personal Financial Planning from Bentley. Steve holds CPA licenses in the states of Texas, New York and Massachusetts and is an active member of the American Institute of Certified Public Accountants and the Texas State Society of Certified Public Accountants.

Steve also acts as Chairman of the Katy / Sugar Land chapter of FENG (The Financial Executive Networking Group) and is also an Adjunct Professor teaching Master's level Tax and Financial Planning Topics.

Steve is married and lives in the Houston, TX area with his wife and three daughters. He is active in church groups and is a strong advocate of cancer cure causes. Steve serves on the Board of Directors / Accounting & Tax adviser for the military non-profit organization, S.T.A.N.O. Foundation as well as being part of Westwood Trust's 2018 Advisory Board.
Cindy Weaver
cindy.w.weaver@hotmail.com
(832) 766-0103
Cindy W. Weaver, CPA has spent 29 years as a financial leader with broad experience in service, healthcare and small to mid-sized privately-owned companies. She has seasoned insight into team dynamics and identifying opportunities. Her new consulting company will allow her to better serve small businesses and the individuals and families that count on those businesses.

Areas of expertise include: growth strategies and managing accounting teams, business valuations and internal audit support, special reporting, software upgrades and other accounting projects. She is comfortable on all QuickBooks platforms, desktop and cloud and can successfully navigate a PC or Mac infrastructure.

After graduating from Houston Baptist University in 1990 with a Bachelor’s of Science in Accounting and English, she spent the next ten years gaining experience in various leadership roles that encouraged her to take that next step into public accounting. She attained her CPA Certification in September of 2002 and has worked with many of Houston’s leading accounting firms to support the various entrepreneurs she has been blessed to work with. In fact, nine of twelve of her previous employers were small family owned businesses led by very driven founders with proven successes over many years.

Cindy also has deep roots in the volunteer community in Houston with 27 years serving Wings Over Houston and 26 years on various committees of the Houston Livestock Show and Rodeo. Her son is married and lives in Memphis with their two grandchildren, her daughter is a Varsity Cheerleader at Katy High School. Cindy has two grown “step” children that have blessed her with three more grandchildren. She enjoys traveling, cooking, and swimming.
Andy Frew
andrew_frew@hotmail.com
(713) 444-9516
Andy Frew has significant experience providing comprehensive capabilities required for solving complex acquisition and valuation issues for closely-held and small public corporations. As President, Andy led the 3rd largest U.S. chapter (approximately 150 members) of a world-renowned and respected multi-discipline international organization. He is co-author of a published article concerning reviews of public company filings by the SEC’s Division of Corporation Finance for compliance with applicable business combination and valuation disclosure and accounting requirements. Andy is currently the Director of Valuation Services for a Houston, Texas based CPA firm.

For Meeting Information, Please Contact:
Steve Elliott
steveelliottcpa@gmail.com
(281) 503-8460

OUR SPONSORS:

cfo