Owner & Financial Planner
Bill grew up in Austin and attended local schools. Graduating from The University of Texas with a Bachelor of Business Administration in Accounting, Bill then earned his Certified Public Accountant designation in 1978. Bill has spent...
Mitch became a financial advisor because he wanted to have a positive impact on others’ lives. He would be the first to tell you that he absolutely loves his job. From an early age, Mitch recognized that most people are not...
Chief Compliance Officer, Financial Advisor
Celina has more than 10+ years of experience in financial services, specializing in high net-worth account management. Her passion for helping people achieve peace of mind, financial stability, and solutions...