CPA, Financial Planner
Emmanuel graduated from the University of North Texas with a Bachelor of Science in accounting, as well as a Masters of Science in taxation. He began his career preparing and reviewing state and local income tax returns for Fortune 500 companies and large real estate conglomerates at KPMG.
“I value servant leadership and being a resource for my clients needs. Taking an immature financial plan and putting the pieces together, the client’s situation and their goals, and seeing it through to fruition, that brings me joy.”
He is a certified public accountant and investment advisor representative, joining the CWA team in 2015. In addition to his role as financial planner, Emmanuel has worked closely with specialty clients and assists in assembling the data for the CWA Orthodontic Practice Comparison Report.
Emmanuel and his wife, Bryanca, are newly married. He enjoys reading, writing and barbecuing in his spare time.