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Personal Connections

Our Team




Get To Know Us…

Our clients deserve our undivided attention and the highest levels of fiduciary advice across our entire relationship.

It’s impossible – and frankly, disingenuous – to try being all things to all people. At J.F. Williams Co. Inc., we’ve built our team and its areas of expertise around being the right fit for the right people. Here’s a bit about us.




Jim Williams, CFP®, CPA/PFS Photo
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Jim Williams, CFP®, CPA/PFS

Founder and Senior Financial Planner

Jim Williams, CFP®, CPA/PFS

Founder and Senior Financial Planner



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 Elliott, CFP® Photo
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Matt Elliott, CFP®

CEO and Financial Planner

Matt Elliott, CFP®

CEO and Financial Planner



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 & 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



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, a Willy’s Jeep 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 go it alone. This way, they can consciously pursue their own sense of purpose and attain peace of mind.

Juan Guevara, CFP® Photo
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Juan Guevara, CFP®

Financial Planner

Juan Guevara, CFP®

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.  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 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™ 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 Van Wert Photo
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Adam Van Wert

Associate Financial Planner

Adam Van Wert

Associate Financial Planner



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. He has obtained a passing score on the CFP® Certification Examination and is just waiting on his experience requirement. 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.

Amy Nankervis, FPQP™ Photo
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Amy Nankervis, FPQP™

Operations Manager

Amy Nankervis, FPQP™

Operations Manager



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 Hallenbeck Photo
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Eva Hallenbeck

Client Service Specialist

Eva Hallenbeck

Client Service Specialist



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.