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!
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!
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.
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.