Kelly Williams

About Kelly Williams

I’m a passionate, service driven financial professional who loves my job! Every day God gives me the opportunity to help people build dreams with a plan to achieve them. I work with a team of individuals with over 100 years of experience. We understand life is a journey and we all have a different path to follow. We want to help you prepare for all that life’s journey may throw at you. Our team specializes in protection planning, asset accumulation, retirement income, legacy planning, and tax strategies. I specifically enjoy helping in goal development, behavioral finance, and accountability. I love showing people how our emotions make such an impact on our plan! I have consistently performed as one of our company’s Premier Practice Leaders and top females. We would love the opportunity to serve you and your loved ones on your Journey!\"Our vision is to empower individuals, families and small businesses to align their financial goals with their faith values. Through comprehensive financial planning and guidance, we aim to help our clients fulfill their God-given purpose, steward their resources wisely, and create a lasting legacy of generosity and Kingdom impact.\"

Experience

1. Financial Advisor

   Thrivent

   Feb 2008 — Present

   No matter what your financial goals are, achieving them requires ongoing strategy and preparation. As a team of experienced professionals, we develop integrated strategies that are specific to your individual situation. Whether you\'re just starting out or planning the retirement you\'ve always dreamed about, our team can help you meet your goals. As a Fortune 500 not-for-profit membership-owned organization, Thrivent helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent is membership-owned, we don’t answer to shareholders. We make decisions based on our members’ best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities. Insurance products issued or offered by Thrivent, the marketing name for Thrivent for Lutherans, Appleton, WI. Not all products are available in all states. Securities and investment advisory services are offered through Thrivent Investment Management Inc, 625 Fourth Ave. S, Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent. Thrivent representatives are registered representatives of Thrivent Investment Management Inc. They are also licensed insurance agents/producers of Thrivent. Fee-based investment advisory services are available through qualified investment advisor representatives only. For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social.AR Life/Health Insurance License ID 10••••79