Broker Check

About Our Team

William D. Hamilton, CPA, PFS

Owner & Financial Planner

(512) 671-7711

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...

Read more

Mitch Doman, CPA, CFP®

Financial Planner

(435) 216-0482

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 financial stability impacts...

Read more

Celina Ochoa

Chief Compliance Officer, Financial Advisor

(512) 537-8241

With a background spanning over a decade in financial services, Celina specializes in high net-worth account management. Her unwavering passion for assisting individuals in attaining peace of mind, financial stability, and tailor-made...

Read more

Kent Christensen, CPA, CVA

Financial Advisor


Kent has over 18 years of experience in public and private accounting which includes a wide range of tax and accounting services for individuals and businesses. Kent graduated from the University of Utah with his Bachelor of Science...
Read more

Have a Question?

Thank you!