I am a Seattle native, born and raised! Education has always been important to me. My first time leaving Seattle brought me to Bellingham to attend Western Washington University. From the moment I arrived I knew that a business concentration was my calling and specifically a degree in finance. Attending WWU had a huge impact on my life in many ways - the biggest of all in meeting my wife to be.
I married my best friend, Kelli, in 2010. Her career as a teacher was taking off as was mine in finance. Since then we have welcomed two amazing boys: Isaiah in 2011 and Isaac in 2015. They are full of personality and energy, which I will never take for granted. In 2017 at 17 months old, Isaac was diagnosed with stage 4 high-risk Neuroblastoma. He had 50/50 odds. Thankfully, God has other plans for Isaac and 15 months later he has won his battle, and has been cancer free since the summer of 2017! We are excited to see both kids grow into the men that they are meant to be. Until then our days are filled with their activities, sports and friends. We love keeping them busy with all the blessings of life around us. For fun we cook, play tennis and spend time with family, explore parks and watch the Seahawks.
Life puts everything into perspective. Being thankful and present does too. I have been given so much and thus want to be a resource for those who give of themselves daily. I am here to help simplify my clients' financial lives. I want to create personalized strategies and collaborate with my clients throughout their lives. I especially enjoy the human aspect of this business - making money personal and giving your plan a purpose.
Our Values: Partnership, Trust, Transparency, Community, Dedication, Client Focused, and Gratitude
I enjoy working with busy professionals, business owners and families who value advice and prefer to leverage expertise in the pursuit of life's priorities.
- Business Retirement Plans
- Employee Stock Options
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Socially Conscious Investing
My Personal Interests
- Personal Fitness
- Real Estate
Office Address3300 W Mcgraw St Suite 230
Seattle, WA 98199
Phone NumberDennis Williams Jr at (206) 286-5205
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||07:00AM - 03:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
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
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More