Background |
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| We have been serving many of the same clients for over 30 years. We are a stable well established business with a long term record of excellent service to our customers. | |
Our Mission |
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| In order to serve you well, we must know you well. We will ask about your goals, your dreams, your fears and what you do for fun. We will help you manage your money so it is used as a tool to enrich your life in ways that are important to you. We manage investment risk and tax liabiltiy risk. Understanding the tax consquences of investment choices can greatly enhance the results achieved. | |
Our Team |
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Thomas H. Jackson, CPA/PFS,CFP®,ChFC |
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Tom is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ professional, holds other professional financial certifications and holds a Texas insurance license. If you need quality, professional assistance and expertise with tax consulting, financial planning, life or long-term care insurance, business consulting or just want to experience Tom’s unique humor, then give him a call. Tom is a native Texan and graduated from the University of Texas at Austin. He has been in practice for over 35 years in the Houston area. Tom is married, has three children, three granddaughters and a granddog. Tom enjoys time spent with family and friends, participating in the Willowbrook Rotary Club and being in the mountains. Contact Tom at tjackson@tjacksonco.com for tax, accounting or insurance information or at tom.jackson@jwcemail.com for investment information.
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Shannon Montemurno, CPA |
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Shannon graduated from the Univeristy of California at Davis. Tax, accounting or Quickbooks questions– Shannon is your contact. She is a Certified Public Accountant and a Certified Quickbooks Advisor,licensed in both California and Texas. Shannon is very knowledgeable, friendly and would love to help you with your questions. Shannon is married and has two adorable sons. She plans on having hobbies when the boys are a little older.
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P.J. Knudsen, CMFC, CFP® |
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P.J. has been part of our business since day one. There is nothing that happens in our office that P.J. can’t do and we wouldn't be able to function without her. P.J. loves helping you achieve your retirement and other investment goals. Not only is P.J. licensed to handle all your investment needs, she also holds a Texas insurance license and is a CERTIFIED FINANCIAL PLANNER™ professional. PJ works exclusively in the area of portfolio research and construction, investment implementation and monitoring. If you have a question about your investment account, P.J. is the one to call. P.J. has two children and enjoys genealogy research and travel. Contact PJ at pjknudsen@tjacksonco.com for tax, accounting or insurance information or at pj.knudsen@jwcemail.com for investment information.
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Judy Jackson, LMSW, CSA® |
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Judy is a Licensed Master Social Worker, a Certified Senior Advisor (CSA)®, has her Texas insurance license and over thirty years experience in providing empowerment skills for families and individuals. Both her Bachelor and Master Degree are from the University of Houston. She has developed a five session program that provides practical skills focused on budgeting, spending behaviors, avoiding financial pitfalls and reaching the goal of independence. Judy also heads our senior services department. Senior services is an important and timely addition to the T. Jackson and Company, P.C. family. Senior services incorporates financial knowledge with insight into behaviors governing our relationships, communication and stress regarding finances and other life issues. Judy is married with a daughter, two sons and three granddaughters. She enjoys travel, gardening and experiencing the outdoors. JJLMSW@sbcglobal.net
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Brandy Crittenden |
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Brandy is the administrative backbone of the company. Her friendly voice and professionalism greets you on the phone and when you visit our office. Brandy’s ability to manage the office while continuing her education is exceptional. Brandy also works extensively in income tax preparation for individuals and consults with clients regarding QuickBooks software issues. She is married and has five daughters. Brandy enjoys family activities, scrapbooking and attending seminars that expand her horizons.
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