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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...

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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 most people are not...

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Celina Ochoa

Chief Compliance Officer, Financial Advisor

(512) 537-8241

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...

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