Back to top

William D Maxey, CPA

Shareholder

Email: bill@lbmmco.com
Phone: (409) 898-7610 Ext. 111

EDUCATION:
Bachelor of Business Administration Degree in Accounting from McNeese State University, Lake Charles, LA
Postgraduate Study - Lamar University, Beaumont, TX

PROFESSIONAL ORGANIZATIONS:
Texas Society of Certified Public Accountants (TSCPA)
Southeast Texas Chapter of the Texas Society of Certified Public Accountants
American Institute of Certified Public Accountants (AICPA)
The Financial Planning Association (FPA)

PROFESSIONAL DEVELOPMENT:
Bill has grown in his professional knowledge through both formal continuing education courses and 25+ years of on-the-job experience. Formal training in estate planning, individual tax planning, and corporate tax planning methods have provided Bill with the latest tools available to prudently control a client's tax liabilities. Courses and experience in litigation support have equipped him for services related to the needs of clients engaged in various legal proceedings, including divorces and lawsuits related to lost wages and damages. His experience with acquisitions and sales of businesses allow him to be of valuable assistance whether the transaction is a sale or purchase of a business.

Bill has sat for and passed the Certified Financial Planner (CFP) Exam. As a CFP, his training and experience provides support and guidance needed by his clients to achieve their financial goal.

Bill has sat for and passed the series 7 Exam for General Securities Representatives administered by the National Association of Securities Dealers (NASD). The training and study related to this designation as well as his personal experience with investments, provide him with an excellent background for advising clients in all matters related to their investment portfolio.

WORK EXPERIENCE:
Lawrence, Blackburn, Meek, Maxey & Co., P.C. - 1976 to present
Prior experience includes four years in private industry with Gulf States Utilities Company.

PROFESSIONAL EXPERIENCE:
He has over twenty-five years experience in all aspects of public accounting.
Bill currently serves as the firm's chief financial officer.