James (JJ) Williams is a financial services executive, leader, and founder with over 20 years of experience in financial planning and investment management. He brings a wealth of expertise with particular strengths in retirement and financial planning, investment management, intergenerational wealth planning, as well as strategic planning for small business owners. James has a strong understanding of the entrepreneurial startup and launch process. Specialties: retirement planning, financial planning, investment management, individual and family financial planning, and entrepreneurial financial planning.