cameron capriotti, CPA, CFP®
Cameron Capriotti graduated with honors from the Mays School of Business at Texas A&M University with a BBA in Accounting and a Master of Science in Finance. His path of client service began at KPMG and was furthered through his experience in Houston’s oil and gas industry. After this period, Cameron found his true calling as a Wealth Advisor at a boutique firm in The Woodlands, Texas.
As a CPA and CFP® Professional, Cameron can engage his clients deeply and offer a personalized plan and high level of service that generates tangible results in his clients’ lives. The fulfillment he has experienced through this work has led to the creation of Legacy Chief Financial Office, where Cameron can focus his efforts on providing the quality of client service, he is so passionate about.
Outside of work, Cameron enjoys hunting, exercising, Texas A&M football, traveling and spending time with family and friends. A lifelong resident of the North Houston area, Cameron and his wife reside in The Woodlands with their two daughters.
LYNN WILLIAMS, Operations Specialist
Lynn's journey to Legacy Chief Financial Office stems from many years of experience in the financial service industry, with a strong focus on delivering exceptional client service and streamlining operational processes. Her extensive experience in financial planning in and around The Woodlands, Texas, has honed her expertise in catering to the unique needs of clients. Lynn holds a Bachelor of Science in Psychology from Sam Houston State University and an Associates of Arts degree in Journalism, offering a versatile skill set.
When not at work, Lynn visits her son and daughter and five grandsons, cooks, gardens, crochets, and loves to read books based in historical fact. She is an avid genealogist and has held various callings in her Church. Since 1994, The Woodlands has been her cherished home and she continues to enjoy the wooded trails, concerts, and other amenities it has to offer.