W. Clayton Tuggle, CPA Certified Financial Planner^TM Certified Senior Advisor

Clayton Tuggle has been a Certified Public Accountant since 1949, specializing in income and estate tax planning. He served as managing partner of Tuggle, Burton & Co., an accounting firm, from its inception until relinquishing his partnership interests in 1988. He continues to serve his clients in income and estate tax matters in association with the accounting firm. In 1996, Clayton wanted to expand his ability to assist his client, many of whom had been with him for decades. As a result, he earned the Certified Financial Planner designation. Because of his broad base of knowledge and practical experience, he was able to challenge and pass the rigorous 2-day CFP exam. Clayton earned the Certified Senior Advisor designation as well. He initially exercised his financial planning practice through Mature Financial Management Company before forming Tuggle & Russell, LLC with Lois Russell in 2003. Clayton Tuggle is a member of the Financial Planners Association, the American Institute of CPA's, and the Texas Society of CPA's. He participates actively in his church. He enjoys his grandchildren and playing golf.