Jacob Wood likes to get into the trenches with his clients.

As Regional Director of Business Development, Jacob works closely with his clients – planning with them, building with them, and celebrating with them. Jacob prides himself on creating long-term relationships, not short-term sales, and his analytical skills and financial expertise allow him to function strategically as a trusted advisor.

In the last decade, Jacob has personally performed or overseen over 2,000 R&D Tax Credit studies, identifying and substantiating over $800 million in federal and state tax credits. Additionally, he specialized in creating excellent experiences for his clients and their friends, engaging hundreds of clients by direct referral. The majority of Jacob’s clients have also gone on to become multi-year partners.

Jacob is a Subject Matter Expert in R&D Tax Credit Law, Canadian SR&ED Credits, and Cost Segregation. He is also a SME in the Architecture, Engineering, Construction, Manufacturing, Software, and Life Sciences industries, though he confesses to a special interest in robotics and automation.

A self-described “lifelong student,” Jacob is continually sharpening his technical skills. He freely admits to loving math, reading The Economist, and considering tax law a “fun hobby.” Jacob is first and foremost a people-person, and using his knowledge to help clients in a positive, productive way is what he finds truly gratifying.

A member of the Texas Bar Association, Jacob holds a Juris Doctor degree from the Indiana University Maurer School of Law and a Bachelor of Arts degree from Duke University.

Happily married to his college sweetheart, Jacob is a busy father of four. In his scant free time, Jacob enjoys running, cooking, and introducing his kids to classic 1980s movies.

With nearly three decades of experience in financial services and business development, Todd French has learned a thing or two about closing a deal – and it’s not what you might think. Todd isn’t about slick pitches or hard sells.  Communication, fiscal know-how, and rock-solid integrity have been the secrets to Todd’s success. 

Todd makes a point of “seeking to understand” each client’s situation. He then analyzes the facts, and offers customized solutions that are both easily implemented and tremendously impactful.  

Todd began his career in banking, which is where he first learned to “talk numbers.” He enjoyed helping clients make educated financial decisions, and eventually transitioned into brokerage. Todd launched his own firm with a partner, growing the operation to a team of 75 employees and $20M in annual revenue.  

After hearing many clients say that they would love to do XYZ – if only they had the capital -- Todd began to seek out additional revenue streams that might benefit his clients. Tax strategies were the natural conclusion, and Todd never looked back. His diligence, financial acumen, and relationship-first attitude make Todd a trusted advisor to clients nationwide.  

Happily married with a brilliant nine-year-old son, Todd makes his home in Texas. His family enjoys movie nights and cheering on the Dallas Stars and – surprisingly – Manchester United. 

Todd holds Bachelor’s Degrees in Business Management and Marketing from the University of Phoenix.