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A creative problem solver, Tommy has proven to be a unique asset to high net-worth individuals and families, affluent business owners, successful professionals, and retirees. He serves high net-worth clients needing guidance to make smart choices regarding their wealth. Beginning his career as a specialist in the retirement planning field, he now provides guidance to affluent and high net-worth individuals, families, and corporations to make informed decisions through education, communication, and service which exceed clients’ expectations. 
Steve brings a unique analytical depth to the industry borne from twenty-five years of financial management experience. Steve is not a sales person that has been trained to sell financial products. His background displays a succession of finance positions that have developed him into a trusted and seasoned financial planner and problem solver. 
Kendra joined the Williams Financial Advisors team in March 2008. Before she came to the firm she worked in the retail banking field for five years. As the Community Relations and Education Coordinator, Kendra organizes all client events and educational meetings for the firm. She enjoys and receives satisfaction from the personal contact she has with clients as she greets them in our office. She is also responsible for keeping the firm’s technology running smoothly.
Sharon has been with Williams Financial Advisors since January 1999 and has been working in the financial services industry for over 15 years. She was previously New Business Coordinator for the firm and has served as Operations Coordinator for the past seven years. She oversees the entire operations of the firm and her main responsibility is to ensure all pending client issues are handled timely.
Debbye joined Williams Financial Advisors in September 2006 as the Operations Associate. She holds a Series 7 securities registration through LPL Financial and has over 30 years experience in the financial services industry. As the New Business Coordinator for Wealth Advisors, Debbye works closely with new and existing clients providing ongoing service of accounts. Her passion is building relationships not only on a professional level, but also a personal one with our clients. 
Lisa has been a team member at Williams Financial Advisors since July 2007. She holds a Series 7 securities registration through LPL Financial and has 12 years of experience in the financial services industry. Her position as New Business Coordinator with the firm gives her the opportunity to have contact with new and existing clients. Her responsibilities include client account set up, maintenance, and ongoing client service as well as monitoring compliance regulations for the firm.
Amanda joined Williams Financial Advisors in June 2004. At that time, her primary job responsibilities included preparing portfolio review updates, marketing, and assisting Tommy and the firm with civic activities. Since then, she has moved into our research area as the Research Coordinator where she continues to prepare portfolio review updates, but now also provides analytical research, proposals and presentations, and set-up and maintenance of our Wealthvision/eMoney website. Amanda holds a Series 7 securities registration through LPL Financial and has over 11 years experience in the financial services industry. 
Brianne joined the Williams Financial Advisors team in December 2001 after completing her Bachelor of Science degree in Finance at Louisiana Tech University. Brianne served as the New Business Coordinator for the firm for six years and had many responsibilities including client account servicing, new account establishment, and compliance regulation. In December 2007, Brianne became a part-time employee after the birth of her son. She now serves as a Research Assistant helping with client portfolio review updates, special projects, and research assignments.The LPL Financial Registered Representative associated with this site may
only discuss and/or transact securities business with residents of the following states:
AL, AR, AZ, CO, FL, GA, IA, IN, LA, MO, MS, NM, NV, OK, PA, TX, UT, VA, WA