Samuel Goodfriend is a financial advisor at WealthValues, LLC in Houston, TX, with Series 65 and Series 66 credentials and four years of industry experience. Prior to joining WealthValues in 2021, he worked at Edward Jones from 2019 to 2021. WealthValues serves individual and high-net-worth clients with wealth management, portfolio management, and financial planning services primarily on a discretionary basis. The firm focuses on asset allocation, diversification, and tax-aware portfolio construction, combining passive and active strategies and selecting third-party managers based on philosophy, consistency, and track record.

Karen Goodfriend is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. She has been with WealthValues, LLC (formerly KK Wealth Advisors, LLC) since 2006. WealthValues serves individual and high-net-worth clients by providing portfolio management, financial planning, and consultative wealth management services. The firm employs a diversified, tax-aware investment approach, combining active and passive strategies, and manages client accounts primarily on a discretionary basis.