Meet the Team
CLAY HOSTETTER, CPA/PFS, CFP®, CIMA®
TAX PLANNING MANAGER
Clay grew up and went to high school in Roswell, Georgia. After High School, Clay attended Baylor University in Waco. While at Baylor, Clay was heavily involved with the local Waco youth through Young Life.
Clay graduated from Baylor with his Masters of Accounting in the winter of 2018. Clay took a job out of college with Deloitte working in the Multistate Tax Services group. While Clay loved the data analytics and research aspects of working at Deloitte, he realized that his skills were better used working with individuals directly. He took this passion and worked for a small Houston based accounting firm, Cook, Johnston & Co. CPAs. At Cook, Johnston &Co., Clay worked on hundreds of individual and business tax returns. This included Income/Franchise tax, Payroll tax and Sales tax returns. Working with his individual clients made Clay realized he would love to enter a career in financial services.
Clay has earned his Certified Public Accountant (CPA), Certified Financial Planner (CFP®), and Certified Investment Management Analyst (CIMA®) designations. He has also acquired his Personal Financial Specialist (PFS) designation.
A Closer Look at
Clay loves woodworking and has built most of the furniture in his home. This includes a kitchen table, built in cabinets, and an automated TV stand.
Fun Fact: He and his wife also run a small photography business on the side.