Clay Hostetter, CPA/PFS, CFP®, CIMA®, FRC℠
TAX PLANNING MANAGER
Clay Hostetter 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 YoungLife.
Clay graduated from Baylor with his Masters of Accounting. 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. As the tax planning manager Clay has a passion for researching and implementing tax strategies for clients and ensuring their returns are filed correctly.
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.
Clay Hostetter, CPA/PFS, CFP®, CIMA®, FRC℠
TAX PLANNING MANAGER
Clay Hostetter 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 YoungLife.
Clay graduated from Baylor with his Masters of Accounting. 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. As the tax planning manager Clay has a passion for researching and implementing tax strategies for clients and ensuring their returns are filed correctly.
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 Hostetter
Clay loves woodworking and has built most of the furniture in his home. This includes a kitchen table, built in cabinets, a coffee table, and an automated TV stand. Clay loves to travel and he and his wife enjoy frequent trips with to the Texas hill country and beach with their daughter Lily.
Fun Fact: In 7th grade Clay played against Justin Bieber in his youth basketball league and won (Usher was in attendance at the game).
A CLOSER LOOK AT
Clay Hostetter
Clay loves woodworking and has built most of the furniture in his home. This includes a kitchen table, built in cabinets, a coffee table, and an automated TV stand. Clay loves to travel and he and his wife enjoy frequent trips with to the Texas hill country and beach with their daughter Lily.
Fun Fact: In 7th grade Clay played against Justin Bieber in his youth basketball league and won (Usher was in attendance at the game).
Our most valuable asset as a firm is the clients we serve.
Get in contact with us using the email or phone number below to get a conversation started. Looking to meet soon? Use the scheduling calendar to book a slot with our team. We’ll call to confirm the meeting and get relevant information so we can get the right experts at the table.
(832) 789-1100
Our most valuable asset as a firm is the clients we serve.
Get in contact with us using the email or phone number below to get a conversation started. Looking to meet soon? Use the scheduling calendar to book a slot with our team. We’ll call to confirm the meeting and get relevant information so we can get the right experts at the table.
