Our Team
Passionate. Experienced. Dedicated to Your Interests.
Our team combines decades of expertise with your need for personalized services. We deliver exceptional support tailored to your financial requirements and goals.
We have a deep, credentialed team that is committed to serving you. We’re here to serve you on every step of your financial journey
Precedent is not a CPA Firm
Investment Committee
- J. Harold Williams, CPA/PFS, CFP®
- George F. Williams, JD, CFP®
- Grant J. Williams, CFP®
- Bob Shea
- Lad Perenyi, CFA
- John Watson, CFA
- Drew Casey, CFP®
Wealth Planning Committee
- J. Harold Williams, CPA/PFS, CFP®
- George F. Williams, JD, CFP®
- Grant J. Williams, CFP®
- Jeremy Zoladz, CRPS®
- Wendy Yates, JD
- Jazz Hawk, CPA
- Drew Casey, CFP®
Let’s Talk
Ready to talk about your financial future?
Schedule a free, no strings attached first conversation.
