Fiduciary Financial Advisors
Serving Oklahoma City Since 1996

Kathy Williams, RFC®, is the Founder and CEO of Advance Financial Lighthouse, a boutique wealth management and comprehensive financial planning firm she has led for over 30 years. With a career spanning four decades in financial services, Kathy brings seasoned perspective shaped by multiple market cycles, evolving tax environments, and generational wealth transitions.

As a fiduciary wealth manager and speaker, Kathy is known for guiding high-earning women, entrepreneurs, executives, and Family CFOs to align their wealth with their values, vision, and long-term independence. Her approach goes beyond traditional investment management — integrating strategic planning, tax awareness, protection strategies, and legacy design to help clients move from financial complexity to confident stewardship.

Kathy holds a degree in Organizational Leadership with a minor in Psychology from Southern Nazarene University. She is Series 7, 65, 26, and 6 licensed and holds the RFC® designation as a Registered Financial Consultant.

She has received multiple nominations for The Journal Record’s Woman of the Year program, which recognizes women for leadership and community impact across Oklahoma. Her insights have been featured in Black Enterprise, The Journal Record, The Oklahoman, and local television stations across Oklahoma City.

A respected leader in both her profession and community, Kathy maintains active involvement in nationally recognized financial and professional organizations, including the International Association of Registered Financial Consultants (IARFC®) and the Association of African American Financial Advisors. Her leadership extends beyond the industry through board service with organizations such as the Institute for Child Advocacy and the Oklahoma Council for Economic Education.

She is also a graduate mother of Jack and Jill of America, Incorporated, and a longstanding member of Alpha Kappa Alpha Sorority, Incorporated, reflecting a deep and sustained commitment to leadership, service, and generational impact.

Kathy lives in Oklahoma City with her husband of over 40 years. She is the proud mother of three children and grandmother to four grandchildren. At the center of it all is her faith — a close, enduring relationship with the Heavenly Father that grounds everything she does.

Brenda is our dedicated Client Services Liaison at Advance Financial Lighthouse, ensuring that your inquiries are promptly directed to the appropriate team members. She expertly manages and organizes client meetings, fostering a warm and welcoming environment while proactively enhancing client experiences.

In her role, Brenda efficiently greets and assists clients, manages phone calls, and supports office operations alongside our Operations Manager. With a wealth of financial services experience, she previously served at American Fidelity Assurance Company, collaborating on daily cash sheets, general ledgers, and financial transactions.

Outside of work, Brenda enjoys spending quality time with her family, attending live music events, dancing, and watching movies. She frequently hosts cookouts that bring together loved ones of all ages.

Brenda and her husband Earnest McDonald, both graduates of Oklahoma City’s Northeast High School, reconnected at their 40th class reunion. Together they have a blended family of one son, eight stepchildren, and seven grandchildren.