Samuel A. Dodson, M.S. (Tax)
Senior Financial Advisor at Ostrow Financial Group
Here's Our Story
James specializes in areas of VA pension benefits, retirement income planning, wealth protection and tax planning. He serves as President of Wealth Mentors, a Houston based Financial Planning Firm. James earned his Business degree from the University of Houston. His professional career spans over 15 years in the wealth management and financial planning industries, including leading investment firms in the nation. He also held the position of Vice President at one of Houston's leading banks. James is a Certified Financial Planner™ practitioner and a Chartered Retirement Planning Counselor™.
James earned a bachelor's degree in business from the University of Houston and was once a vice president of one of Houston's leading banks. In addition to his work at Signature Financial Advisors, James advises veterans and their families on eligibility for the Department of Veterans Affairs pension benefits. These benefits are crucial in helping families cope with rising costs of assisted living and memory care services.
Liebe Ostrow, CLU
Founder of Senior Care Advisors of Texas Inc.
James Rush, CFP®, CRPC®
Deborah Smith, MA, CRC, CEES
Cherry Whitley, CALA
Owners, Geriatric Care Managers, Case Managers, Patient Advocates
Deborah and Cherry have been providing care management services to individuals and families for over 25 years. They are passionate about their work and are the “go to girls” for information about resources in our community.
At Expert Case Managers, they strive to improve the quality of life for our clients by taking a holistic approach to senior care. They provide advocacy, advice and guidance to families and/or their loved ones to successfully navigate the senior landscape. Deborah and Cherry also review medical needs, daily care, quality of life, family interaction, available funds, local social services and other areas to develop cost effective solutions while preserving the financial and emotional well-being of all involved.
Stephen is a Certified Dementia Practitioner, and an author of The Road Map to
Senior Care, a book that discusses the landscape of senior care. As a noted public
speaker, Stephen routinely delivers presentations regarding senior care options.
He is also a member of the Alliance of Professional Health Advocates