As our client, you deserve our undivided attention and the highest level of fiduciary advice throughout our relationship. At J. F. Williams Co., Inc. our team consists of experienced professionals who specialize in being the right fit for the right people.
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 began serving as the CEO of J.F. Williams Co., Inc. in 2017. As far as where things are headed in the future, Matt’s role is continuing to build an environment where financial professionals can foster their growth through apprenticeship, peer review and an ongoing commitment to competence and development. This way, our firm is prepared to help our clients plan through life’s transitions.
Matt has a bachelor’s degree in business administration – finance from Humboldt State University and a master's degree in financial planning and taxation from Golden Gate University. He holds a Financial Planning Certificate from Kaplan University and obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2008. Matt has served on the board and as chapter president for the Colorado chapter of the Financial Planning Association (FPA®). He is also 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.
When I was young, barely in elementary school, my dad was in the early days of owning his mechanical parts business. He owned a Willy’s Jeep - one with a very temperamental transmission. He and my brother would pull the transmission and rebuild it, pull it and rebuild it, pull it and rebuilt it again.
I used to watch my dad crawl under the jeep, and as my brother would loosen the bolts, my dad would lower the transmission down onto his chest. He then would slide out from the jeep and roll the transmission onto an old grease-stained wooden tray. Now, my dad was a strong man. He could lower the transmission from an old jeep. And by the way, he would raise the transmission back into place the same way he got it out. But his strength went beyond lifting transmissions and repairing the Willy's Jeep.
Times were very tight in those days. My dad didn’t spring for a different car, a mechanic or for a hydraulic jack to lower and raise the transmission for that matter. Every extra penny went to building his business.
He worked hard. Real hard. His work ethics were top-shelf – bar none. He built a solid business, more than one actually, and he provided for his family. Thriving on the work, maintaining resilience and having an impact on those around him were his trademarks. But the one thing that was missing the whole time was a long-term partner to help him prepare for and transition through life's obstacles.
This is why I do what I do. I form long-term relationships with people like my dad so they do not have to go it alone. This way, they can consciously pursue their own sense of purpose and attain peace of mind.
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. Similarly, at J. F. Williams Co., he brings these skills to bear in addition to offering research and analysis to the financial planning and portfolio management process. His goal is to enhance our client experience by working closely with the entire team 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™(CFP®) 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.
Adam joined J.F. Williams Co., Inc. in March 2019. His prior industry experience includes roles within the banking and wealth management industries, most recently with a Denver-based family office. He has technical knowledge across the various areas of financial planning and utilizes his skills in these areas to provide financial planning and portfolio management services, as well as research into improving these service offerings. His top priority is ensuring that our clients receive the highest quality advice and tools to achieve financial success.
Adam has a bachelor’s degree in business administration with a concentration in financial planning from Colorado State University, and he obtained his CERTIFIED FINANCIAL PLANNER™(CFP®) certification in 2021. He currently holds his Series 65 license. Adam is a member of the Colorado Chapter of the Financial Planning Association.
Outside the office, Adam enjoys playing music, cooking, reading and spending time with his wife and cats.
Holly joined J.F. Williams Co., Inc in September 2023. Her prior experience in the industry began as a financial planning representative with a large brokerage firm. She then shifted her role to a client service associate for a fee-only wealth management company. She enjoys organizing complex scenarios and working through them in great detail while tying in all areas of financial planning.
Holly has her bachelor’s degree in business administration with a concentration in financial planning from Colorado State University. She currently holds her Series 65 license and and she obtained her CERTIFIED FINANCIAL PLANNER™(CFP®) certification in 2024.
Outside of work, Holly is highly involved in coaching competitive cheerleading, remaining active, and creating various kinds of spreadsheets.
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 Operations Manager. 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 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 Client Service 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.
Marisa Estrada started with J. F. Williams Co., Inc. in July of 2022. Working in the financial industry is new to her, but her prior experience equipped her to be ready to assist in client services. She has several certifications and licenses for the healthcare industry but was ready to make a change.
Marisa’s role at J. F. Williams Co., Inc. is growing as she learns about our high standards and meticulous process in everything we do for our clients. She has enjoyed the work and experience she’s gained so far and is looking forward to continuing the learning process.
When I was young, barely in elementary school, my dad was in the early days of owning his mechanical parts business. He owned a Willy’s Jeep - one with a very temperamental transmission. He and my brother would pull the transmission and rebuild it, pull it and rebuild it, pull it and rebuilt it again.
I used to watch my dad crawl under the jeep, and as my brother would loosen the bolts, my dad would lower the transmission down onto his chest. He then would slide out from the jeep and roll the transmission onto an old grease-stained wooden tray. Now, my dad was a strong man. He could lower the transmission from an old jeep. And by the way, he would raise the transmission back into place the same way he got it out. But his strength went beyond lifting transmissions and repairing the Willy's Jeep.
Times were very tight in those days. My dad didn’t spring for a different car, a mechanic or for a hydraulic jack to lower and raise the transmission for that matter. Every extra penny went to building his business.
He worked hard. Real hard. His work ethics were top-shelf – bar none. He built a solid business, more than one actually, and he provided for his family. Thriving on the work, maintaining resilience and having an impact on those around him were his trademarks. But the one thing that was missing the whole time was a long-term partner to help him prepare for and transition through life's obstacles.
This is why I do what I do. I form long-term relationships with people like my dad so they do not have to go it alone. This way, they can consciously pursue their own sense of purpose and attain peace of mind.