Sandy Williams, CRSP, CISP, President

Sandy is a Certified Retirement Services Professional and Certified IRA Services Professional. Her focus is on wealth management, financial, and retirement planning for individuals and small businesses - including the administration of employee benefit plans such as profit sharing, 401-k, defined benefit, and IRA's. Sandy oversees business development and company growth. Sandy has 17 years experience in the trust industry, including investments, operations, administration, and employee benefits. Sandy is National Association of Securities Dealers (NASD), Series 7, 24, and 63 licensed.
E-mail: swilliams@ctic.net