Clay Hostetter, CPA/PFS, CFP®, CIMA®, FRC℠
Director of Tax Planning
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 director of tax planning Clay heads up the tax strategy and return review/processing for all RGWM clients. He has a keen eye for details and procedures and works hard to ensure RGWM clients have the best tax experience possible.
Clay has earned his Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst (CIMA®), Personal Financial Specialist (PFS) and Federal Retirement Consultant (FRC℠) designations.
Clay enjoys spending time running when he is not with his family and friends. Clay loves to travel and he and his wife enjoy frequent trips to the beach with their daughter Lily and son Julian.
Fun Fact: In 7th grade Clay played against Justin Bieber in his youth basketball league and won (Usher was in attendance at the game). He is also able to walk on his hands.