CPA, Financial Planner
William graduated from the University of Texas at Austin with a Master of Business Administration and a Master of Professional Accounting. He began his career at PricewaterhouseCoopers where he worked with high net worth clients and their closely held businesses. In that role, he provided tax and financial planning services to corporate executives.
In 1994 he left to work for Cornerstone Advisory Corporation, which he became an owner of in 1999. There, he provided inclusive financial planning and investment management for his clients. He joined Cain Watters and Associates in 2006.
As a Certified Public Accountant and Investment Advisor Representative, he focuses on assisting his clients reach their short and long-term goals.
“The most satisfaction I get as a planner is the opportunity to build a long-term relationship with my clients; when I get to help them plan for a wedding, college or retirement and see them hit those milestones is amazing.”
William’s wife, Kellee, joined CWA in 2012. They work together as a dynamic team. Outside of work he enjoys time with their daughter, Dani.