Bob Bond is an estate planning attorney, Certified Public Accountant and Investment Advisor Representative. For more than 25 years he owned a law firm that was devoted to estate planning, probate and related areas of law. Unfortunately, as an estate planning attorney, he saw that his clients families have almost universally achieved
Bob Bond is an estate planning attorney, Certified Public Accountant and Investment Advisor Representative. For more than 25 years he owned a law firm that was devoted to estate planning, probate and related areas of law. Unfortunately, as an estate planning attorney, he saw that his clients families have almost universally achieved either mediocre or terrible results with their life savings. This is why he created Bond Wealth Planning, to help families create great and lasting legacies.
He grew up in Dallas and graduated from Southern Methodist University with a B.A. in Economics. He served in the U.S. Army as an Infantry Officer. Lieutenant Colonel Bond retired after 20 years of distinguished service. During his military career, he earned a Masters Degree in Accounting and passed the CPA Examination.
He then returned to Texas to go to law school at St. Mary's Law School in San Antonio. Immediately after law school, he worked for Arthur Andersen & Company where he assisted clients with personal financial planning and tax planning. Mr. Bond spent more than 25 years helping Houston families preserve their assets and create lasting legacies through the Bond Law Firm.
He lives in spring with his lovely wife of over 50 years, Jeanne. They have a son and daughter and 7 beautiful grandchildren. They also share their lives with their springer spaniel Max. They consider themselves very blessed.
Mary Hicks grew up in The Woodlands and is a graduate of Sam Houston State University with a degree in Business Management and a minor in Finance. She has been helping small businesses grow into million dollar businesses for over 20 years.
She began her career as a Senior Account Executive for a multi national pager manufacturer. Lat
Mary Hicks grew up in The Woodlands and is a graduate of Sam Houston State University with a degree in Business Management and a minor in Finance. She has been helping small businesses grow into million dollar businesses for over 20 years.
She began her career as a Senior Account Executive for a multi national pager manufacturer. Later she served as administrative manager for a local Registered investment advisor. However, many of our clients recognize her from her many years as operations manager of the law firm.
Mary has helped hundreds of families organize and retitle their assets, and has had a front row seat for all of the ways a families plan for their life savings can go wrong. That is why she chooses to be a partner in Bright Vision Wealth, to inspire families to create great and lasting legacies.
She now lives in Montgomery with her husband. Together they have three adult children. The youngest recently graduated from Sam Houston State University with a degree in Education and plans to teach elementary school. Of course, the light of their lives is their cat Slick who likes to play fetch and wake them up at 3 am.
To inspire families to create
great and lasting legacies.
A world where families can achieve
generational abundance.
We offer education and coaching for families
to invest wisely and provide for their loved ones.
Courage
Candor
Commitment
Competence
Integrity
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