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...
Celina grew up in San Diego, CA. Celina’s bachelor’s degree is in finance from University of Arizona, and she is currently pursuing her CFP® designation. After spending nearly ten years in retail banking, Celina ended...