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Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Kathleen Williams

Kathleen Williams, RFC®

Founder, Wealth Manager/Registered Financial Consultant RFC®

405-843-2380

405-843-6866

Katy Baldrachi

Katy Baldrachi

Client Support and Operations Manager


FSC Securities Corporation is our independent Broker-Dealer.www.fscorp.com. With over 50 years of experience and commitment to supporting financial advisors in serving their clients and growing their businesses. FSC provides financial advisors with the service, support, strength, and stability you demand in today's challenging financial arena. Since 1958, FSC has been assisting independent financial service professionals who are dedicated to attaining their clients' financial goals. FSC Securities Corporation is a registered broker-dealer and registered investment adviser, Member FINRA and SIPC.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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