Leadership

Scot Davis

President/CEO

512-651-2010

scotdavis@cwsplanning.com

Erik Antener, CExP™

Director of Wealth Management

512-651-2982

eantener@cwsplanning.com

Scot Davis II

Director of Operations

512-651-3122

scotdavis2@cwsplanning.com

Terri Hoffman, CLU®, CExP™

Managing Associate | Financial Advisor

512-651-2970

512-651-2968

thoffman@cwsplanning.com

Angie Kilidjian

Director of Talent Acquisition

704-578-9870

Akilidjian@cwsplanning.com

Diane Gallagher

New Business Manager

(512) 651-2972

DmGallagher@cwsplanning.com