About WFA

Our History

Williams Financial Advisors was founded by Tommy Williams in 1997. In 1974 Tommy was hired out of Louisiana Tech by an oil and gas firm and he subsequently held various positions in Human Resources both domestically and internationally. In 1986 he entered the investment advisory business and worked with a group of partners until 1997. At that point he desired to build a client centered, high touch service-oriented firm which was the birth of Williams Financial Advisors. Sharon Harmon was hired in 1999 and has been the key to our high degree of organizational strength for over 20 years.

The community responded very well to our new firm and we crossed the $100 million mark of assets under management in 2003. A game changer with the firm came with the affiliation with the Omaha based Peak coaching program in 2007. Their guidance in assisting us with seeing the world through the eyes of a client – identifying client needs before they realized they had them – and a clear focus on the value of comprehensive wealth management through Financial Planning was a key factor to growth of the firm.

In 2004 Amanda Miniutti joined the firm bringing an extraordinary talent that blends analytical and administrative skills seldom seen in the financial services industry. In 2006 Debbye Haywood joined the firm bringing 28 years of administrative experience with the largest financial firms in the industry.

Realizing that in order to grow into an organization – not just an advisor with clients - in 2010 Chase Crump joined the firm. With his MBA (and quickly obtained Certified Financial Planner designation) he was instrumental in expanding the firms reach with fresh ideas and the ability to grow the client base. He brought Nicole Kyle with him adding substantial strength to our administrative team and the strengthening of relationships with clients.

In 2015 Dany Martin and Steve Carney joined the firm following investment advisory careers in a banking institution. They brought with them April Lodatto, a very capable financial administrative talent who rounds out our five-person professional support team. Perhaps the biggest “next level” step occurred in 2014 when Williams Financial Advisors formed a partnership with RFG Financial in Birmingham. This relationship opened the door to state of the art technology, “in house” institutional world class asset management with Rick Wedell as a Chief Investment Officer, and the ability to provide any account related information to any device (iPhone, computer, iPad, etc.) at any time, any place. It is truly one of many ways the firm is differentiated from others in the industry. One may ask why do you need five professional administrative employees, in house institutional asset management, state of the art technology, and comprehensive wealth management? At WFA we feel the successful firm meeting client needs in the future will demand these extraordinary resources.

In 2018 Dany Martin and Steve Carney gained ownership in the firm. Our intent is to provide continuity providing perpetual world class services to the clients that have made this experience very special.

In 2019 we recognized the higher meaning of investing in the Tree of Life. We have a deep belief that the most precious gift we can give others is quality of life. We plan to continue to make a positive impact on the quality of our valued clients’ lives and those in the community in which we serve – today and in generations to come.