Cain Watters and Associates is excited to announce the addition of David Forbess and Mason Stern to the leadership team.
They bring the total number of equity partners for the firm to 13. Both David and Mason are ambitious and committed advisors to both their clients and CWA associates.
“Their examples of stewardship, excellence and leadership are greatly valued at CWA,” says Dan Wicker, Managing Partner at CWA. “This is an exciting time to be at CWA.”
Meet the Newest Partners
David Forbess
David Forbess joined the CWA tax department in 2009 before transitioning to financial planning. Since joining the firm, he has consistently demonstrated his ability to develop strong personal relationships with his clients, while also helping them reach their long-term goals.
He has found his niche focusing on the nuances of specialty practices like orthodontics and pediatric dentistry.. His ability to connect with both his clients and other associates makes him a sought-after mentor and educator within the planning team.
Outside of the office, David is very active in his community volunteering his time through the 3to1 Foundation, Scottish Rite and as a Scout leader. He and his wife Melanie have three sons, Jonah, Ezra and Jude. In his free time, David enjoys golf, long days by the lake and cheering on the Texas Tech Red Raiders.
Mason Stern
Mason Stern joined CWA in 2013. Since, he has managed one of the largest teams of clients, made up of primarily orthodontic and surgical practices, and is consistently a top performer for client satisfaction.
His technical knowledge and problem-solving skills solidify him as a trusted advisor to both clients and the planning department. Over the years, he has contributed to and led various internal teams to evolve and streamline the department’s processes and procedures. Most recently, his work with the PPP Forgiveness Team and Transformity Champion Team is a demonstration of service excellence for the firm’s growth.
Mason is married to Jennifer and has two children, Owen and Parker. Outside of the office, he enjoys spending time with his family, golfing, running and staying active through his church in Frisco.
The CWA Partners consider both David and Mason great additions to the CWA partner group. Their unique perspective and experience are exactly what the firm needs to continue building towards its goals. We look forward to their continued success as they join the executive team.
