Our Team
Our Team
Forrest E. Williams, Jr., CFS, CPFA
Managing Partner
Forrest E. Williams, Jr. has been in the financial services industry since 1993. Forrest is an Investment Adviser Representative with LPL Financial. He works primarily in the areas of asset management, corporate retirement plans, and...
Justine Thompson
Director of Client Services
Justine works closely with our clients to implement the objectives of their financial plan and strives to ensure their expectations are always met. She has been in the financial services industry since 2014 and is passionate about...