My name is Kylee Williams. I am married to my wonderful husband, Ronnie. He is currently employed as a firefighter/paramedic. We have three amazing children. Caide is 19, Emery is 11 and Jett is 8. We are very active with all their daily activities, from school to sporting events, every evening and weekend. I love sports! Sports are so much more than a game to me. A team approach teaches you to work together as one unit using each team members strength to accomplish an end goal. This all goes hand in hand when choosing a financial advisor to partner with for a lifetime. Let me bring the strength of a financial strategy to the plate for you and your loved ones. Together we can create a plan to help achieve your lifelong goals.

Our family is very active and loves being outdoors. In the summers, you can find us camping and boating as often as we possibly can. I also enjoy running, hiking and anything in the sun! I love DIY projects and recently purchased a 1946 home that we are remodeling ourselves, so follow my Facebook page for picture updates.

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, leaving something for your heirs, ensuring you have enough life insurance or making sure you've saved enough for retirement? Our Public Employees Retirement System (PERS) can be complicated. It too is my life, being married to a local firefighter. So, let me be your lifeline.

I look forward to meeting you and creating an amazing team together for all your financial needs. I can be reached at 503-304-8641 or by email at [email protected].

Focus areas

  • New Investors
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning

My Personal Interests

  • Baseball
  • Camping
  • Football
  • Personal Fitness
  • Traveling

Office Information

Office Address

115 Mc Nary Estates Drive N Suite C Keizer, OR 97303

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu Closed for Holiday
Fri Closed for Holiday
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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