Partner, Managing Director of WCM Wealth Management
Grandson of firm’s founder, George M. Williams, Sr. and son of George “Mac” Williams
Texas A&M, Class of 1999 BBA
University of Texas San Antonio, 2010 Masters in Accountancy
CFP® Certified Financial Planner
San Antonio CPA Society Director
UTSA Accounting Advisory Board Member
Entrepreneurs Organization San Antonio Board Member
Rotary Club Past Board Member & Officer
San Antonio Chamber of Commerce
Habitat for Humanity
Leadership San Antonio Class 39
Two daughters, Ella and Lucy
Member Alamo Heights United Methodist Church
Enjoys playing golf and spending time at the family ranch in Sisterdale, TX
Our Lady of the Lake University BBA in Accounting
American Institute of CPAs
Texas Society of CPAs
Chairman of Red Ribbon Corp.
Board of Directors- San Antonio Clubhouse, Inc.
Board of Directors- Down Syndrome Association of South Texas
Board Member- Business Advocates of San Antonio
SABJ 40 under 40 class of 2016
Lives in Bulverde, TX
Married to Carrie and has two children, Carson and Grace
Enjoys Hill Country Winery Tours and Team Roping
Chief Investment Officer – WCM Wealth
With a BBA from San Angelo State University, multiple certifications and an impressive background in wealth management, Kelly knows how to keep our assets in-line!
Bob is a graduate from the University of Texas in San Antonio.
He has two grown children Kelly and Thomas, and is the third of four brothers. After an active week, Bob can often be found playing pool on Friday nights.
Anthony graduated from UTSA with a BBA and loves to golf. Anthony has been with WCM for over seven years, is a QuickBooks Advisor and is happily married to his High School sweetheart. He is a dedicated and loyal man, professionally and personally!
Josh is from San Antonio and graduated from UTSA with a BBA in Accounting. He has extensive experience in IT and the public sector. Josh is married to Melissa and they have a daughter, Julianne. He stays active with intramurals at the JCC.
Lory was raised in Bobcat country, better known as San Marcos, Texas, and has over 20 years of accounting experience. She is an accountant-QuickBooks Advisor by day and a collectible toy broker by night!
Adam was born and raised right here in San Antonio, Texas. He has been with the firm for more than 33 years. He is a proud Fox Tech High School graduate and has one grown son with his wife Rosie.
Megan has a Bachelors degree in business and is a certified QuickBooks Pro Advisor. Following in the footsteps of her grandmother and mother, Megan is the third generation of women to work at the firm. Megan is married to Kevin and has a daughter named Brylee.
Jeremy is a CPA who graduated from Texas A&M – Corpus Christi with a BBA in accounting. He is active in San Antonio Chapter of CPAs. Jeremy is married to Becky and they have a son, Will and a daughter, Lauren. Jeremy and his wife are involved in church leadership and enjoy serving the community.
James graduated from UTSA. He has his CPA license and has been working in Public Accounting for 24 years in all areas of Tax. He is married to Teri and has a particular fondness for hot chili peppers.
When Seli isn’t working or spending time with her family, she can be found out in the community volunteering her time to serving others. With her adept talking… oops we meant communication skills, she can make friends with just about anyone.