Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs or something else? I can help you prioritize your needs and define your goals.
In 1999, I began my Edward Jones career as a financial advisor in Tumwater. I earned a Bachelor of Arts degree in finance from Western Washington University in Bellingham, WA. In addition, I received the AAMS® professional designation in 2004 and the CFP® professional designation in 2012.
I was named a regional leader in 2016, and today I am responsible for over 60 financial advisors in an area encompassing the south Puget Sound. I became a limited partner with Edward Jones in 2006. In addition, I was named a principal with the firm in 2017.
My family and I make our home in Olympia. I have been married to my wife, Jennifer, for 16 years and we have two children, our daughter, Lexi (10), and son, LJ (7). I am an active member of the community, serving as a current member and past president of the Tumwater Rotary.
Our team consists of Sr. Branch Office Administrators Cindi Mitchell and Denise Schoenberg who have over 37 years of experience combined and are dedicated to providing you with the highest level of service possible. Please don’t hesitate to reach out to us with any questions you have.
Relationships are key, and in our view, meeting face to face builds strong relations. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- College Savings
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Personal Fitness
- History and Museums
Phone NumberAlex Williams at (360) 753-5313
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More