Williams Quinn Petersen and Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Michael Quinn

Michael Quinn

CRPC®

Private Wealth Advisor

Managing Director
Visit Michael Quinn's website
Rodney Williams

Rodney Williams

CRPC®

Private Wealth Advisor

Managing Director
Visit Rodney Williams's website
Chad Petersen

Chad Petersen

Financial Advisor

Associate Vice President
Visit Chad Petersen's website
Austin Williams

Austin Williams

CFP®

Financial Advisor

Visit Austin Williams's website

Team

Brad Trebil

Brad Trebil

Registered Client Service Associate,

Practice Manager
Terri Cantrell

Terri Cantrell

Registered Client Service Associate