In 2014, I met an amazing Edward Jones financial advisor who convinced me the wonderful opportunity within his firm I'd heard so much about was true. He worked to convince me to apply, but I was 50 years old, I had four sons - all still in school, a mortgage and many other reasons to not change jobs at such an age. But, I believed in my newfound friend, so I applied and started January 2015.
Soon after starting in Athens, I realized most of my clients lived alongside me in Madison County. The firm saw a strong need for an office in Danielsville. My regional leader and I began to formulate a plan to move my office there. In April 2019, my branch office administrator, Sonya, and I opened the branch on the Courthouse Square, right in the middle of what's rapidly becoming known as "the financial district of Madison County."
I've found I truly love using our established process to understand what's most important to my clients. I also enjoy building personalized strategies to help them reach their goals. For hundreds of clients, I've become the trusted, counted on professional I always wanted to be. My clients know I'm always here to partner with them to help them stay on track.
Madison County offers a wide variety of clients; farmers, factory employees, educators, healthcare workers and business owners. I have opportunity to work with individual investors, company retirement plans and multigenerational families. All have their own specific needs and by listening carefully, I'm able to help them "remove the fear of financial uncertainty."
I'm also honored to serve Madison County by being the president of The Rotary Club and on several boards of the Chamber of Commerce. As the founder and president of The Financial Literacy Foundation, I have the privilege to teach high school students about personal finance,
Come visit with us, and let us show you; we're eager to work hard to help you reach your goals.
- Retirement Savings Strategies
- Wealth Strategies
- Business Retirement Plans
- Portfolio Reviews
- College Savings
- New Investors
My Personal Interests
- Culinary Arts
Office Address438 Courthouse Square
Danielsville, GA 30633
Mailing AddressPo Box 687
Danielsville, GA 30633
Phone NumberMike Williams at (706) 795-5940
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