brecklynn williams, CFP®

client relationship manager

Brecklynn Williams, Client Relationship Manager, serves as the firm’s CPA Liaison. She works closely with the client’s CPA to provide proactive, creative tax consulting, and year-round tax planning for clients. Her approach is to identify and analyze a client’s tax-savings opportunities by assisting with tax resolutions and the development of tax savings strategies tailored to the specific goals of each individual.

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 holds the CFP® designation.


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.