ESTATE & WEALTH PLANNING - Key Persons
James Williams is passionate about helping people. Since the original inception of Estate & Wealth Planning, James has worked hard behind the scenes to support its clients. In 2015, James joined the team in a more visible role, serving as Operations Manager for Estate & Wealth Planning. James has over 20 years of IT and customer service experience, a Bachelor of Science degree in Management of Information Systems, and a Master of Arts degree in Management.
Liz Williams exhibits excellence and kindness in all she does. Passionate about helping people achieve their very best, Liz naturally embraces her calling as a Certified Financial Planner™ professional. Liz possesses a unique ability to see where clients need to be and communicate the steps required to get them there. Having walked with many clients through each stage of their financial journey, Liz knows firsthand the challenges and opportunities people face today.
Stephen Abels serves our clients with integrity and principled wisdom in every interaction. Prior to joining Estate & Wealth Planning, inc., Stephen most recently served as President of Income and Wealth Planning for a Fortune 500 company where he led a $2B business unit focused on protecting families and preparing them for retirement through sound financial advice. With the heart of a teacher, Stephen seeks to understand our clients' goals, challenges, and opportunities in order to craft personalized strategies and solutions to best serve our clients and their families.