Our Team

    Our Team

    Robert B Williams, CFF, CIC, CWS

    Financial Planner

    An experienced financial planner with more than two decades of experience in the financial services industry, Bob brings a customized, prudent, risk-managed approach to helping families work toward achieving their financial goals.

    Designations and registrations

    • Certified Financial Fiduciary® (CFF)
    • Certified Insurance Counselor® (CIC)
    • Certified Wealth Strategist® (CWS)

    In the community, Bob is active with Resurrection Lutheran Church, the Rotary Club, Meals on Wheels, and the Carolina Sailing Club. Personally, he enjoys time playing sports with his two sons and family time at home with his lovely wife.


    Jill Shank

    Administrative Assistant

    An experienced and capable professional, Jill graduated from Virginia Tech with a business degree and has more than 20 years of experience in sales, marketing, and corporate training.  Jill and her husband, Mark, live in the Raleigh area, where they both stay busy chasing after their four kids. When not working or on a ball field, Jill enjoys gardening and reading practically anything in print.