{"id":11154,"date":"2023-01-17T14:53:33","date_gmt":"2023-01-17T20:53:33","guid":{"rendered":"https:\/\/www.cainwatters.com\/digitalblogs\/?p=11154"},"modified":"2023-01-18T15:48:51","modified_gmt":"2023-01-18T21:48:51","slug":"2023-cwa-new-partner-announcement","status":"publish","type":"post","link":"https:\/\/www.cainwatters.com\/digitalblogs\/2023-cwa-new-partner-announcement\/","title":{"rendered":"CWA Names Two Equity Partners"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"11154\" class=\"elementor elementor-11154\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"has_ae_slider elementor-section elementor-top-section elementor-element elementor-element-5e80fbf6 elementor-section-boxed elementor-section-height-default elementor-section-height-default ae-bg-gallery-type-default\" data-id=\"5e80fbf6\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"has_ae_slider elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-1c65bf0e ae-bg-gallery-type-default\" data-id=\"1c65bf0e\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5fd08430 elementor-widget elementor-widget-text-editor\" data-id=\"5fd08430\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-contrast=\"auto\">Cain Watters and Associates is excited to announce the addition of <a href=\"https:\/\/www.cainwatters.com\/david-forbess\/\" target=\"_blank\" rel=\"noopener\"><span style=\"text-decoration: underline; color: #33cccc;\">David Forbess<\/span><\/a> and <a href=\"https:\/\/www.cainwatters.com\/mason-stern\/\" target=\"_blank\" rel=\"noopener\"><span style=\"text-decoration: underline; color: #33cccc;\">Mason Stern<\/span><\/a> to the leadership team. <\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p><p>They bring the total number of equity partners for the firm to\u00a013. Both David and Mason are ambitious and committed advisors to both their clients and CWA associates. \u00a0<\/p><p><span data-contrast=\"auto\">\u201cTheir examples of stewardship, excellence and leadership are greatly valued at CWA,\u201d says <a href=\"https:\/\/www.cainwatters.com\/dan-wicker\/\" target=\"_blank\" rel=\"noopener\"><span style=\"text-decoration: underline; color: #33cccc;\">Dan Wicker<\/span><\/a>, Managing Partner at CWA. \u201cThis is an exciting time to be at CWA.\u201d<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p><h5>Meet the Newest Partners<\/h5>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-62d2986 elementor-widget elementor-widget-author-box\" data-id=\"62d2986\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"author-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-author-box\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.cainwatters.com\/david-forbess\/\" target=\"_blank\" class=\"elementor-author-box__avatar\">\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.cainwatters.com\/digitalblogs\/wp-content\/uploads\/sites\/2\/2023\/01\/Screen-Shot-2023-01-17-at-3.24.00-PM-300x289.png\" alt=\"Picture of David Forbess\" loading=\"lazy\">\n\t\t\t\t<\/a>\n\t\t\t\n\t\t\t<div class=\"elementor-author-box__text\">\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.cainwatters.com\/david-forbess\/\" target=\"_blank\">\n\t\t\t\t\t\t<h4 class=\"elementor-author-box__name\">\n\t\t\t\t\t\t\tDavid Forbess\t\t\t\t\t\t<\/h4>\n\t\t\t\t\t<\/a>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-author-box__bio\">\n\t\t\t\t\t\t<p>David Forbess joined the CWA tax department in 2009 before transitioning to financial planning. Since joining the firm, he has consistently demonstrated his ability to develop strong personal relationships with his clients, while also helping them reach their long-term goals.<\/p>\n<p>He has found his niche focusing on the nuances of specialty practices like orthodontics and pediatric dentistry.. His ability to connect with both his clients and other associates makes him a sought-after mentor and educator within the planning team.<\/p>\n<p>Outside of the office, David is very active in his community volunteering his time through the 3to1 Foundation, Scottish Rite and as a Scout leader. He and his wife Melanie have three sons, Jonah, Ezra and Jude. In his free time, David enjoys golf, long days by the lake and cheering on the Texas Tech Red Raiders.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"has_ae_slider elementor-section elementor-top-section elementor-element elementor-element-4eba3653 elementor-section-boxed elementor-section-height-default elementor-section-height-default ae-bg-gallery-type-default\" data-id=\"4eba3653\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"has_ae_slider elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-26247f17 ae-bg-gallery-type-default\" data-id=\"26247f17\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-49a8c2c elementor-widget elementor-widget-author-box\" data-id=\"49a8c2c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"author-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-author-box\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.cainwatters.com\/mason-stern\/\" class=\"elementor-author-box__avatar\">\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.cainwatters.com\/digitalblogs\/wp-content\/uploads\/sites\/2\/2023\/01\/Screen-Shot-2023-01-17-at-3.26.00-PM-300x281.png\" alt=\"Picture of Mason Stern\" loading=\"lazy\">\n\t\t\t\t<\/a>\n\t\t\t\n\t\t\t<div class=\"elementor-author-box__text\">\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.cainwatters.com\/mason-stern\/\">\n\t\t\t\t\t\t<h4 class=\"elementor-author-box__name\">\n\t\t\t\t\t\t\tMason Stern\t\t\t\t\t\t<\/h4>\n\t\t\t\t\t<\/a>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-author-box__bio\">\n\t\t\t\t\t\t<p>Mason Stern joined CWA in 2013. Since, he has managed one of the largest teams of clients, made up of primarily orthodontic and surgical practices, and is consistently a top performer for client satisfaction.<\/p>\n<p>His technical knowledge and problem-solving skills solidify him as a trusted advisor to both clients and the planning department. Over the years, he has contributed to and led various internal teams to evolve and streamline the department\u2019s processes and procedures. Most recently, his work with the PPP Forgiveness Team and Transformity Champion Team is a demonstration of service excellence for the firm\u2019s growth.<\/p>\n<p>Mason is married to Jennifer and has two children, Owen and Parker. Outside of the office, he enjoys spending time with his family, golfing, running and staying active through his church in Frisco.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2585c5c elementor-widget elementor-widget-image\" data-id=\"2585c5c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"640\" height=\"868\" src=\"https:\/\/www.cainwatters.com\/digitalblogs\/wp-content\/uploads\/sites\/2\/2023\/01\/Screen-Shot-2023-01-17-at-3.29.13-PM-768x1042.png\" class=\"attachment-medium_large size-medium_large wp-image-11160\" alt=\"\" srcset=\"https:\/\/www.cainwatters.com\/digitalblogs\/wp-content\/uploads\/sites\/2\/2023\/01\/Screen-Shot-2023-01-17-at-3.29.13-PM-768x1042.png 768w, https:\/\/www.cainwatters.com\/digitalblogs\/wp-content\/uploads\/sites\/2\/2023\/01\/Screen-Shot-2023-01-17-at-3.29.13-PM-221x300.png 221w, https:\/\/www.cainwatters.com\/digitalblogs\/wp-content\/uploads\/sites\/2\/2023\/01\/Screen-Shot-2023-01-17-at-3.29.13-PM-755x1024.png 755w, https:\/\/www.cainwatters.com\/digitalblogs\/wp-content\/uploads\/sites\/2\/2023\/01\/Screen-Shot-2023-01-17-at-3.29.13-PM.png 870w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"has_ae_slider elementor-section elementor-top-section elementor-element elementor-element-bb44984 elementor-section-boxed elementor-section-height-default elementor-section-height-default ae-bg-gallery-type-default\" data-id=\"bb44984\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"has_ae_slider elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-22aab84b blue-box ae-bg-gallery-type-default\" data-id=\"22aab84b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ec3ec25 elementor-widget elementor-widget-text-editor\" data-id=\"ec3ec25\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The CWA Partners consider both David and Mason great additions to the CWA partner group. Their unique perspective and experience are exactly what the firm needs to continue building towards its goals.\u00a0We look forward to their continued success as they join the executive team.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Cain Watters and Associates is excited to announce the addition of David Forbess and Mason Stern to the leadership team. They bring the total number of equity partners for the firm to\u00a013. Both David and Mason are ambitious and committed advisors to both their clients and CWA associates. \u201cTheir examples of stewardship, excellence and leadership [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":11161,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[30],"tags":[],"ppma_author":[48],"class_list":["post-11154","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-inside-cwa"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CWA Names Two Equity Partners - Cain Watters Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.cainwatters.com\/digitalblogs\/2023-cwa-new-partner-announcement\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CWA Names Two Equity Partners - Cain Watters Blog\" \/>\n<meta property=\"og:description\" content=\"Cain Watters and Associates is excited to announce the addition of David Forbess and Mason Stern to the leadership team. 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