Williams Quinn Petersen and Associates

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Michael Quinn

Michael Quinn

Private Wealth Advisor

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Rodney Williams

Rodney Williams

Private Wealth Advisor

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Chad Petersen

Chad Petersen

Financial Advisor

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Austin Williams

Austin Williams

Financial Advisor

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Team

Brad Trebil

Brad Trebil

Registered Client Service Associate,

Practice Manager
Terri Cantrell

Terri Cantrell

Registered Client Service Associate