Tom Pazera founded Pazera Capital Management, Inc., an independent wealth management firm, in 1984. His vision and goal at that time was to help businesses, professionals & families make educated decisions about financial matters, simplify their lives, and help them achieve their goals. In accomplishing this he could give them more time to enjoy the things that are most important in their lives. This is a vision Tom has successfully achieved and continues to carry out today. Tom became a Certified Financial Planner™ professional in 1984 and is a former Director and Chairman of the Houston chapter of the Financial Planning Association. Tom specializes in portfolio management, cash flow planning, retirement, estate planning and tax planning. He enjoys golfing, fishing, traveling with his wife Donna and spending time with his children and grandson. Tom is also dedicated to giving back to the community. Tom demonstrated this passion by creating the Pazera Family Foundation as well as serving on several committees of various organizations.
Experience / Certification / Education:
- Over 32 years of practice as an independent wealth manager
- Incorporated Pazera Capital Management, Inc. in 1984
- Selected by Money Magazine as one of the country’s leading financial planners
- Certified Financial Planner™ professional (CFP®) by the college of financial planning in 1984
- Former practicing CPA, Certified Public Accountant (CPA) by the American Institute of Certified Public Accountants in 1977
- Licenses held: Series 7 (securities), Series 24, Series 63, Texas Life and Health Insurance
- Graduate of Central Connecticut State University in 1973 with a Bachelor of Business Administration degree in Accounting
Angela Goodwin joined Pazera Capital Management, Inc. in 1995. Angela started as a part-time administrative assistant and found she had a passion for the business. Angela is committed to helping people become educated so they feel confident and secure with their financial decisions and financial future. Angela strives to provide a complete and in depth wealth management experience that is based on the guiding principles of the Certified Financial Planner board. She became a Certified Financial Planner™ professional in March of 2009. Angela specializes in working with persons who are committed to reaching their financial goals especially in retirement and with the elderly during the income distribution phase of retirement. Outside of work Angela loves spending time with her husband Jay and daughters, Alison and Carolyn. Some of Angela’s hobbies include cooking and learning about wine, reading, sewing, bird watching and camping.
Experience / Certification / Education:
- Joined Pazera Capital Management, Inc. in 1995
- Became a Certified Financial Planner™ professional (CFP®) in 2009
- Licenses held: Series 7, Series 24, and Series 66
- Graduate of Sam Houston State University in 1990 with a Bachelor of Business Administration degree in Accounting
Mike has always had a passion for helping people make smart decisions about their money. Growing up in the financial services business, Mike learned firsthand the difference a wealth manager can make. After graduating from college, Mike worked for an independent financial planning firm in Dallas, TX, expanding his knowledge and expertise before joining Pazera Capital Management, Inc. in 2008. Mike shares in the vision his father had in 1983 and has a passion for helping people feel confident and secure with their financial future. Mike strives to provide a complete and in depth wealth management experience. He became a Certified Financial Planner™ professional in January of 2009. Mike specializes in working with oil and gas executives and successful families prior to and during retirement. Outside of work Mike loves spending time with his wife Brooke and son Tripp, fishing, cooking and the outdoors. Mike’s passion for giving back to the community is seen through his involvement with Young Life, service on the Rockport Fulton Chamber of Commerce board, as well as serving on multiple nonprofit committees.
Experience / Certification / Education:
- Worked as an independent financial planner since 2006
- Joined Pazera Capital Management, Inc. in 2008
- Certified Financial Planner™ professional (CFP®)
- Licenses held: Series 7, Series 66, Texas Life and Health Insurance
- Graduated from Baylor University in 2005 with a Bachelor of Business Administration Degree with majors in both Finance and Financial Services Planning
Carol joined Pazera Capital Management, Inc. in 2010. Prior to working at PCM, Inc. Carol spent 30 years working in the group life and health insurance industry where she held various senior and management level positions in underwriting and operations. Her wealth of business knowledge and experience has been a great addition to the firm. Carol's skills and professionalism have added another dimension to the firm's client service model. Away from the office you will likely find Carol experimenting with Gluten Free baking and cooking when she is not quilting, reading, enjoying the outdoors or spending time with her family. Carol is a graduate of Eastern Connecticut State University with a Bachelor of Arts degree in Sociology and minor in Business Administration.
