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Our Team

At EKC, we take pride in our collaborative approach. By leveraging the collective expertise of our diverse team, we can provide tailored solutions that address the unique needs of each client. Whether you're navigating intricate tax regulations, planning for retirement, or managing your business finances, our team’s varied perspectives and comprehensive strategies ensure you’re equipped to meet the challenges of today’s financial landscape.

We know that no single strategy works for everyone. That’s why we offer personalized attention at every step of the process—from planning to execution to ongoing support. Our proactive approach is designed to help you develop a strategy that aligns with your financial goals and maximizes efficiency.

We invite you to experience the benefits of working with a team that’s as committed to your success as you are. Together, we can create a path toward financial confidence and peace of mind.

Sheri DelMage

Sheri K. DelMage, CPA

Managing Shareholder, Financial Advisor

409.892.0233

409.347.2108

Josh LeBlanc

Josh H. LeBlanc, CPA

Shareholder, Financial Advisor

409.892.0233

409.347.2108

Peter Simon

Peter D. Simon, CPA

Shareholder, Financial Advisor

409.892.0233

409.347.2108

Robert Edgar

Robert T. Edgar, CPA, CFP®*, MPA

Consultant/Retired Shareholder

409.892.0233

409.347.2108

Charlotte Yeates

Charlotte A. Yeates, CPA

Manager/Retired Shareholder

409.892.0233

409.347.2108

Anna Avanzato

Anna Avanzato

Senior Professional Staff I

409.892.0233

409.347.2108

Kelly Adams

Kelly Adams

Senior Professional Staff I

409.892.0233

409.347.2108

Janet Cherry

Janet Cherry

Accounting Services Supervisor

409.892.0233

409.347.2108

Kimberly Simon

Kimberly Simon

Associate Financial Advisor

409.892.0233

409.347.2108

Donovan Weldon II

Donovan Weldon II

Associate Financial Advisor

409.892.0233

409.347.2108

Reagan Busby

Reagan Busby

Wealth Management Assistant

409.892.0233

409.347.2108

Savannah Doguet

Savannah Doguet

Wealth Management Assistant

409.892.0233

409.347.2108

Becky Olds

Becky Olds

Administrative Professional

409.892.0233

409.347.2108

Kimberly Sam

Kimberly Sam

Administrative Professional

409.892.0233

409.347.2108

Rebekah Sepulveda

Rebekah Sepulveda

Administrative Professional

210.592.4220

409.347.2108

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.