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Our Team

Kenneth H. Williams

Kenneth H. Williams

Certified Financial Planner™

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James J. Williams

James J. Williams

Certified Financial Planner™

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Paul B. Williams

Paul B. Williams

Certified Financial Planner™

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Cheryl Baldridge

Cheryl Baldridge

Executive Administrative Assistant

Simone Humphries

Simone Humphries

Relationship Manager

Chelsea Sullivan

Chelsea Sullivan

Director of Operations

Jessica Basgall

Jessica Basgall

Client Service Associate

Laurie Lord

Laurie Lord

Business Development Associate

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We want to hear from you! Whatever your circumstances or life stage, our certified financial advisors are here and ready to help you find expert solutions for all your financial planning and wealth management needs. Contact us today!

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Our Approach

Preparing a personalized financial plan begins with understanding your unique situation and goals. Our Certified Financial Planners® first take the time to get to know you, to better help you plan, prosper and protect your wealth. 

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Our Services

For affluent individuals and small businesses, we provide expert financial services, such as investment management, financial planning and business and succession planning. 

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Contact Us

We want to hear from you! Whatever your circumstances or life stage, our certified financial advisors are here and ready to help you find expert solutions for all your financial planning and wealth management needs. Contact us today!

Get In Touch