Cain Watters & Associates, LLC

Responsible for the initial setup of new client accounts, including beginning balance roll forwards and general ledger reconciliations. Prepares financial statements, payroll summaries, and ensures compliance with year-end tax reporting requirements.

Deliver comprehensive, goal-based financial planning and wealth management services to clients as a primary advisor. Coordinate investment portfolios, tax strategies, and business planning to help clients achieve long-term financial objectives.