Ms. Williams has actively performed client portfolio management for over 15 years. Her experience has always been as an independent financial consultant, assisting individuals, businesses, retirement plans, as well as not-for-profit entities. She uses goal based strategies in financial planning and investment management. Ms. Williams is a member of the Financial Planning Association and Houston Estate and Financial Forum.
Ms. Williams holds a Bachelor’s degree in Public Administration and has completed her Master’s coursework in mathematics. She is an outdoor enthusiast, an aspiring artist and a marathon finisher. Through LPL Financial Ms. Williams holds registrations including FINRA Series 7, 63, 65 and Life insurance. She has also earned the prestigious designation of CERTIFIED FINANCIAL PLANNER™.