Meet the Team
BRECKLYNN WILLIAMS, CFP®, CIMA®
FINANCIAL & TAX PLANNING MANAGER
Brecklynn also functions as a paraplanner by assisting with preparation for prospective client meetings, the development of financial plans, and the improvement of the firm’s overall client experience.
Brecklynn attended Sam Houston State University where she graduated with a BBA in Accounting. She also completed her CERTIFIED FINANCIAL PLANNER™ program at the College for Financial Planning and and her CERTIFIED INVESTMENT MANAGEMENT ANALYST™ program at the Yale School of Management and holds the CFP® and CIMA® designations.
A Closer Look at
When not in the office, you can find Brecklynn with her Husband and daughter at her son’s little league baseball field or on the nearest body of water, whether it be the beach or the lake. She loves to travel and try new foods. Fun Fact: Brecklynn was born into a baseball family. Her dad and uncle both played major league ball.