Craig E. Williams is a Investment Advisor Representative and Certified Retirement Coach. Prior to launching his financial planning practice in 2001, he had a successful career as an executive in the high tech industry where he started working with a financial planner to achieve his own goals . As a result, he brings a unique perspective to financial planning. He has developed a thorough understanding of the intricate financial planning disciplines required to build and preserve wealth, while the experience of having been on the “other side of the fence” taught him to always put his client’s goals and aspirations before his own.

As an independent financial planner, he is not beholden to any company or to any proprietary product or service. In addition, WIN has the administrative and back-office support of an independent broker/dealer, Geneos Wealth Management, which allows for a more personalized service on behalf of his clients. This independence has also produced relationships with a diversified network of legal and financial professionals, including Certified Public Accountants, Estate Planning Attorneys, Licensed Mortgage Brokers and Health Insurance experts, so he can suggest the right resources to solve any kind of problem.

Simply put: Craig Williams has attained the knowledge and training required to administer a one-of-a-kind program to help his clients discover and live their retirement dreams.