Broker Check

Kathy Williams, RFC® Wealth Manager


Kathy Williams, RFC® President and Wealth Manager

Kathy has devoted her career to helping people achieve financial success. She has over 35 years of experience in financial planning and investment management. Education is vital to Kathy. She holds a degree in Organizational Leadership with a minor in Psychology from Southern Nazarene University and continues on her journey to learn. 

Kathy's life experiences of growing up poor, going through a difficult divorce, being a single parent and losing her teenage daughter, shaped her deeply. These challenges made her resilient and determined to inspire and help others who are going through similar situations. She believes most can achieve financial success with the right mindset.

Kathy is an active member of The International Association of Registered Financial Consultants (IARFC®), The Institute for Divorce Financial Analysts (IDFA® and The ASSOCIATION OF AFRICAN AMERICAN FINANCIAL ADVISORS (AAAA).

Besides her work, Kathy spends time in Oklahoma City helping young people and women become savvier about finances. She's part of various community groups and organizations such as Leadership Oklahoma City and the Alpha Kappa Alpha Sorority, among others.

In Oklahoma City, Kathy lives with her husband Bob, whom she's been married to for over 38 years. They have three grown children, three grandchildren, and three grand dogs. When she's not working, Kathy enjoys traveling, watching documentaries, reading, entertaining friends, listening to music, dancing, and researching genealogy.

What are your strengths?


2. Honesty

3. Spirituality

4. Hope

5. Fairness 

What words would other people use to describe you?

1. Appreciative

2. Straightforward

3. Purpose Driven

4. Determined

5. Perserverance 

What are your top five values?

1. Family

2. Spirituality

3. Financial Independence

4. Health

5 Joy/Happiness