Wilson Reece, CPA, CFP^®

How do I help our clients Live a Richer Life®?
I help our clients live a richer life by focusing on what’s important to them. There are a lot of areas we can help families but what’s important to one isn’t always important to another. My goal is to get to know what’s most valuable to each family so we can find the best way to serve them.

How do I align my time and money with my values and passions to Live a Richer Life®?
Outside of work I’m generally with my wife and our 2 young kids. We’re lucky to get to spend a lot of time with extended family and close friends who are in the same phase of life. We are intentional about getting our kids involved serving others when possible through ministries and organizations both local and abroad.