Don K. Williams AIF®, RFC

WMS Financial Group L.L.C.

President, Principal and Founder

Don works out of the Colorado office of WMS Financial Group L.L.C. located in Parker, Colorado.  He works with individuals from a wide array of backgrounds but has had a specialty focus on the funeral services industry since 1994.  He has earned the Accredited Investment Fiduciary™ professional designation awarded by the Center for Fiduciary Studies in the Katz Graduate School of Business at the University of Pittsburg, in Pittsburgh, PA. 

Don grew up in the Williams Funeral Home, a family owned business started by his father in 1937 in Idaho Falls, Idaho.  After attending Utah State University he graduated from the San Francisco College of Mortuary Science in 1973 where he earned the Mu Sigma Alpha award.  Upon graduation he returned to assume the management and ownership of the family business.  He successfully operated the business until 1984 when he was approached and sold the business now known as the Coltrin Mortuary and Crematory.  Don has been a licensed Mortician in the State of Idaho since 1973 and holds license number M-591. 

After working with this successor firm and running a successful general construction business  in Idaho Falls, Don moved his family to Colorado to begin a financial services career in 1988.  He is now a 22 year veteran of the securities industry.  He has helped to establish several state association pre-need Master Trusts where he still provides investment management services.  Since 2003 he has worked on the creation and establishment of Director’s Select Retirement Plan, a nationally approved 401(k) and profit sharing plan designed exclusively for the funeral industry. Director’s Select Retirement Plan was created to give every funeral home regardless of size the opportunity to establish a 401(k) and/or profit sharing plan with the same benefits, advantages and low operating expenses usually associated with plans available to only the largest companies.

Don is not responsible for any of the investment securities selection process for DSRP, rather, as the common link to the funeral services industry Don is leading and responsible for the sales and marketing efforts for the plan and provides participant education via enrollment meetings. However, Don Williams is a registered representative of and offers securities and investment advisory services through Financial West Group, Member, FINRA/SIPC. He is registered to offer securities and investment advisory services in the following states: Arizona, Colorado, Idaho, Indiana, Utah, Washington, and Wyoming. He is insurance licensed in Colorado.

Cory D. Williams   CFP®, RFC, CLTC

WMS Financial Group L.L.C.

Principal and Senior Financial Advisor

Cory specializes in comprehensive financial planning and investment advisory services for the business, professional, personal and family markets. His practice services clients with fee-based asset management, financial planning needs, insurance protection products and specialized association and employer products. A 12 year veteran of the industry, Cory spent a short time with New England Securities before transferring his business to John Hancock where he has been for the last 11 years. Cory currently carries the following securities licenses: Series 7, 6, 65 and 63 and is insurance licensed. He currently is licensed and works with clients in over 20 states and the District of Columbia.

Cory is an Investment Advisor Representative with Signator Investors, Inc. of Boston, MA. He holds the Certified Financial Planner™ designation awarded by the Certified Financial Planner Board of Standards, is a Registered Financial Consultant and is Certified in Long-Term Care. Cory is an Associate Program Coordinator for the Institute for Financial Planning with The Community Colleges of Baltimore County. He is also a part-time faculty member of Essex Community College in Baltimore, MD, where he teaches Business Management, Business Law and Financial Planning courses. Cory is a member of the International Association of Registered Financial Consultants and is also a graduate of the Corporation for Long-Term Care Certification.

Cory was born and raised in the West, and after graduating from Brigham Young University with a BS in Finance, he and his family relocated to the greater northern Baltimore area of Maryland. Cory and his wife Beth now live in Monkton, Maryland with their four children. As a family they love to travel, play sports and visit the beach. Cory enjoys spending his free time volunteering as a coach for his children and playing golf.