Our Team

Jim WilliamsJim Williams, CFP®, CPA/PFS; Founder and Senior Financial Advisor

Jim Williams founded J.F. Williams Co., Inc. in 1995 to help people manage their money to tend to their life. His prior experience includes an extensive career in personal and estate tax planning and compliance management with a national accounting firm; as well as providing income tax, property and excise tax compliance management and special finance planning for a variety of businesses.

While J.F. Williams Co., Inc. serves a wide range of clients, Jim’s experience in multi-sized, profitable organizations affords him insight and empathy for the particular concerns of corporate executives, public practice CPAs, small business professionals and their families. He also has developed specialized expertise in managing retirement planning and other life transitions by participating in the Sudden Money Institute and similar professional networks.

Jim holds a bachelor’s degree in accounting from University of Southern Colorado, and a master’s degree in accounting with emphasis in taxation from Colorado State University. He has held a CPA certification since 1978 and his CERTIFIED FINANCIAL PLANNER™ certification since 1995. He is a member of the Financial Planning Association, the National Association of Personal Financial Advisors, the Personal Financial Planning Division of the American Institute of Certified Public Accountants, the Colorado Society of Certified Public Accountants, and the Rocky Mountain Estate Planning Council. He also has served on the Discipline and Ethics Commission of the Certified Financial Planner™ Board of Standards.

 

Matt ElliottMatt Elliott, CFP®; CEO

Matt joined J.F. Williams Co., Inc. in April, 2008 with prior experience in personal financial planning for a Denver-based, fee-only advisory firm, as well as business technology consulting expertise from his career with a Fortune 500 company based in Silicon Valley. Matt serves J.F. Williams Co., Inc. clients with diligent personal financial planning and portfolio management services, and also explores and implements strategies for enhancing our client care services with effective technological solutions.

Matt has a bachelor’s degree in business administration – finance from Humboldt State University, and a master's degree in financial planning & taxation from Golden Gate University. He holds a Financial Planning Certificate from Kaplan University and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2008. Matt has served on the board and as chapter president for the Colorado chapter of the Financial Planning Association (FPA®), and he is a member of the National Association of Personal Financial Advisors.

Matt’s interests outside of work include staying active, playing music, learning bits of Mandarin, and hanging with his family.

Read Matt's Story...

 

Juan Guevara, CFP®; Associate Financial Planner

Juan Guevara joined J.F. Williams Co., Inc. in January 2016.  He has prior experience in personal financial planning from different large financial institutions.  Throughout his career, he has developed great skills in client relationships, direct one-on-one service and financial planning.  At J.F. Williams Co., Inc.  Juan will act as the Associate Financial Planner offering research and analysis to the financial planning and portfolio management process.  His goal is to enhance our client experience by working closely with Matt and Jim to help clients reach their goals. 

Juan graduated from California State University – Northridge with a degree in business administration – finance.  He completed Kaplan University’s CFP® Board-Registered Education Program and obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2016. He is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.

Juan’s interests outside of work are spending time with his family, soccer, do-it-yourself projects, cooking and music.

 

Amy Nankervis, FPQP™

Amy Nankervis started with J. F. Williams Co., Inc. in October, 2010.  Before joining J. F. Williams Co., Inc. she worked for nearly 10 years in numerous small businesses, all of her positions involving direct customer and client relationships, as well as helping the business owners operate their companies on a day to day basis.  Her most recent position as an office manager and bookkeeper for a private family office in Boulder, CO provided an introduction to investment management, investment banking as well as wealth management.

At J. F. Williams Co., Inc. she acts as the Sr. Portfolio Administrator & Client Services Specialist. She ensures the client experience is delivered with the highest standards through meticulous management of our systems/processes, and continuous coordination of our back office technology infrastructure.

Amy earned her Financial Paraplanner Qualified Professional™ designation through the College of Financial Planning®, to provide a greater understanding of financial products, the financial planning process as well as the investment management industry as a whole.

 

Eva HallenbeckEva Hallenbeck

Eva joined J. F. Williams Co., Inc. in July, 2014.  She comes from an IT background supporting various financial and accounting software for corporations in the banking and automotive industries.  She especially enjoyed the one-on-one interaction and customer service aspects of her responsibilities that leveraged her propensity for details, problem resolution and follow-through.   

As the Asst. Portfolio Administrator & Client Services Specialist she performs vital tasks to ensure the accuracy of our clients’ portfolio data.  Her goal is to continually improve her understanding of the financial planning and investment management process to provide both our clients and the advisory team with outstanding service.