Tom Williams CFP® | Financial Advisor
Tom Williams is a Financial Advisor and the Director of Financial Services for the Colorado Springs office. He works directly with clients to provide comprehensive financial planning and customized investment strategies. In addition, he provides guidance in establishing life planning goals especially around retirement transition. Prior to joining I.M. Wealth Care in 2020, Tom was a financial advisor and trust officer with a wealth management and trust company in Houston, TX for over 12 years.
Tom earned his BS in Technology as well as his MBA from the University of Houston. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has more than 20 years of experience in investments, financial planning and trust administration.
On the Personal Side
Tom spent most his life in Houston, Texas. Thanks to vacations in Colorado and his wife’s early years living in Colorado, his love for the state and the beauty of the outdoors, he finally moved here in 2020.
While in Houston, Tom served as a Board member of several non-profit organizations including Avondale House, an agency that provides educational services to children with Autism, and the Houston Estate and Financial Forum. He looks forward to serving more non-profit organizations in Colorado Springs. He is also very active in his church.
Tom enjoys working on cars, fishing and a variety of outdoor activities. One of his favorite activities is participating with his wife in running and triathlon events.
Something You May Not Know
During college, Tom was a cheerleader. He found the best way to view his University of Houston Cougar football team was from the field, on the cheerleading squad.