Bill Moody

Bill is a native Texan and U.S. Army veteran with a background in business and finance. As the firm’s Accounts Manager, he ensures smooth payment processing and financial reporting, playing a vital role in planning workflows. He takes pride in helping clients secure their legacy, especially when they execute their estate planning documents, ensuring their wishes are honored and their assets are protected. With an entrepreneurial mindset and a “Get ‘er Done!” approach, Bill is a problem-solver who values efficiency and precision.

Outside of work, Bill is a passionate foodie, die-hard Astros fan, and dedicated coin collector. His love for music runs deep—he has a knack for identifying songs from just a few opening bars. Married to his “Cajun Queen,” he enjoys traveling to beach destinations, especially Hawaii, and spending time with his grandkids and his Yorkie, Hollie Grace. When he’s not working, you can find him watching baseball, listening to music, or catching a good documentary.