Our Team
Mike Williams, CFP®, CLU®, ChFC®
Financial Advisor
I was born in Dallas but raised in the “dust bowl” of the Texas panhandle. In 1954 my father began providing estate planning, pensions, and insurance for the small businesses, farmers, and ranchers of west Texas. Graduating from Texas Tech in 1973 with a degree in Finance, I chose to partner with my father from my new home in the big city of Dallas. Over the years, eight family members have contributed to the financial services legacy of today.
I have been blessed personally with my favorite (and only) wife, two children, five grandchildren, numerous good friends and clients, and an outstanding church community. I have been abundantly blessed in business to have both my son and daughter join our firm, to be in a profession I enjoy, and to serve many clients as financial advisor and friend.
What makes life even better?
Jesus, cherry pie, and my nifty bicycle
Additional information on designations:
CERTIFIED FINANCIAL PLANNER® | Chartered Life Underwriter®
Spencer Williams, CFP®, CIMA®, CPWA®
Financial Advisor
My grandfather started in the financial industry in 1954, and my father did the same in 1973. Despite that legacy, I never dreamed I would follow in their footsteps. Born and raised in Dallas, I left for college in sunny San Diego with plans of a career in technology. My years there were incredible, but the pull of home and family was greater than that of sunsets and beaches. I moved back to Texas after college, embraced my family’s legacy, and became a financial advisor alongside my father and sister. Soon after, another advisor named Laura joined us, and she became my beautiful bride less than a year later. Now we have two girls, one boy, and a spoiled dog. I love that our business has always been about family, and it is such a blessing to partner every day with my father and sister to help our clients steward their financial resources well.
A few of my favorite things…
Jesus, the Dallas Stars, running, camping, chips & queso, and Dr. Pepper
Additional information on designations:
CERTIFIED FINANCIAL PLANNER® | Certified Investment Management Analyst® | Certified Private Wealth Advisor®
Shelley Teskey
Client Services Manager
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.