Elaine (Sherry) McNair
CPA, PFS, CFP®
Education:
- Bachelor of Business Administration Accounting, Texas Tech University
Professional history:
- West Texas WealthCare Advisors, LLC, Lubbock, TX
- Elaine McNair, CPA
Professional designations, licenses and exams:
- Certified Public Accountant
- Certified Financial Planner™ practitioner
- Series 7 General Securities Representative Exam (held with LPL Financial)
- Series 66 Uniform Combined State Law Exam (held with LPL Financial)
- Texas Department of Insurance – General Lines
What is important to me:
As a Financial Advisor, it is my mission is to understand my clients' individual needs and help them pursue their financial goals. I work with clients to help prepare them for life events such as retirement, long term care, and wealth transfers using a comprehensive personalized tax sensitive solutions. Being a CPA as well as a CFP® provides my clients more than just financial advice. I work with clients to work toward achieving the proper diversification and allocation of their investible assets in a manner that is consistent with their own risk tolerance. In those circumstances where asset preservation and estate planning are needed, I will provide options that best fit the needs of each individual client.
Tax services offered through Elaine McNair CPA Inc are separate and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax preparation services.