Dwight is a Partner of Counsel at Heard, McElroy & Vestal with over 30 years of advanced tax planning and advisory experience. He now serves as Vice-President of HMV Wealth Advisors, a registered investment adviser wholly owned by Heard, McElroy & Vestal.
As an investment adviser, Dwight helps clients achieve their personal and financial goals and solve their financial concerns using his experience and knowledge as a CPA and tax planning strategist in conjunction with strategic investment consulting. He customizes portfolios specifically to meet the client’s needs and desires using academically tested, evidence-based strategies designed to fit the client’s unique situation. All investment adviser services provided by Dwight are done through the registered investment adviser firm, HMV Wealth Advisors, LLC.
- American Institute of Certified Public Accountants (AICPA)
- Louisiana Society of Certified Public Accountants (LCPA)
- Tax and Estate Planning Council of Shreveport
- Holy Angels Residential Facility, Board Member and Treasurer
- North Shreveport Business Association, Past Treasurer
Building Relationships and Providing Opportunities