MEET OUR TEAM
Passionate. Experienced. Hands on.
We’re committed to providing you with a credentialed, experienced team that strives for the highest level of client service. We look forward to serving you.
Key team members
Precedent is not a CPA Firm
INVESTMENT POLICY COMMITTEE
- J. Harold Williams, CPA/PFS, CFP®
- George F. Williams, JD, CFP®
- Grant J. Williams, CFP®
- Bob Shea
- Lad Perenyi, CFA
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
OTHER KEY CONTRIBUTORS
- Sylvia O. Reyes
- Drew Casey
Precedent is not a CPA Firm