Advisors
Graham P. Williams MBA, CFP®
B. Sc. Mechanical Engineering, Penn State
MBA, Pepperdine University
Captain - United States Marines 1985 - 1989
Advisor since 1995
Author of “The New Retirement Income Portfolio”
Graham lives in Scottsdale with his wife Sandra and two sons, Oliver and Harrison. Golf, golf and golf.
Ryan M. Palmer CFP®
B. Sc. Business Administration, University of Washington
Advisor since 1998
Member, Bellevue Rotary
Ryan lives in Newcastle, Washington with his wife Tina and two children, Jake and Kate. Hiking, fishing and curling!