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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Michael D. Livens

CPA/Investment Advisor Representative

(970) 266-5904

(817) 439-6764

Michael D. Livens holds a degree of Bachelor of Business Administration from the University of Texas at San Antonio. He is a Certified Public Accountant, (CPA) and has over 25 years of experience in the field of Taxes and Financial...

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Gloria Graham

Accountant/Investment Assistant

(970) 266-5904

(817) 439-6764

Gloria Graham joined the firm of Michael D. Livens, CPA (IAR) in 1992. For the past 25 years, Gloria has been assisting in the accounting division where she specializes in financial statement preparation; Corporate/Individual Federal...

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