Shaun R. Williams
Chief Executive Officer
Shaun R. Williams is Chief Executive Officer of WILLIAMS FINANCIAL LLC. His firm is a diversified financial services and consulting company headquartered in Eagle, Wisconsin. He founded WILLIAMS FINANCIAL, LLC in 2002 and served on varies Board of Directors of a non-profit organization in the Milwaukee area.
A Registered Investment Advisor and Life Underwriter Training Council Fellowship, Shaun provides assistance and experience with advanced planning designs. Shaun is currently seeking the Certified Financial Planning (CFP) designation to further his knowledge. Among his professional memberships are the National Association of Insurance and Financial Advisors and the Insurance and Financial Advisors Political Action Committee.
Shaun’s commitment to providing clients with quality advice has allowed him to conduct informational meetings throughout the Midwest with many employee groups, with personalized attention to each client. His knowledge enables him to provide financial planning advice for individuals and corporations. His work focuses on complex financial services, including strategic investment planning as well as retirement and estate planning needs.
Shaun and his wife, Tonya, have a farm located in Southeastern Wisconsin. The farm is fully operational with his wife at the helm. His avocations are cars, golfing, and farming.