Liz Williams CFP®

Exhibits excellence and kindness in all she does. Passionate about helping people achieve their very best, Liz naturally embraces her calling as a Certified Financial Planner™ professional. Liz possesses a unique ability to see where clients need to be and communicate the steps required to get them there. Having walked with many clients through each stage of their financial journey, Liz knows firsthand the challenges and opportunities people face today.

Stephen Abels FSA MAAA

Serves our clients with integrity and principled wisdom in every interaction.   Prior to joining Estate & Wealth Planning, inc., Stephen most recently served as President of Income and Wealth Planning for a Fortune 500 company where he led a $2B business unit focused on protecting families and preparing them for retirement through sound financial advice.  With the heart of a teacher, Stephen seeks to understand our clients’ goals, challenges, and opportunities in order to craft personalized strategies and solutions to best serve our clients and their families.

James Williams

With a steadfast commitment to client engagement, James has been an integral part of Estate & Wealth Planning’s mission since its inception. Transitioning to a visible role as Director of Operations in 2015, James brings over two decades of IT expertise and a passion for exceptional customer service to every interaction. His academic background includes a Bachelor of Science in Management of Information Systems and a Master of Arts in Management, equipping him to provide tailored solutions and support to our valued clients.

Sarah Nigro

With a keen eye for detail and a dedication to excellence, Sarah ensures that our clients’ needs are met promptly and efficiently. Her expertise in client relations makes her an invaluable asset to our team and a trusted point of contact for our clients.

Katie Jervis

Katie bridges the gap between our financial planners and clients, assisting in the development of personalized financial plans. Her analytical skills and commitment to client success are instrumental in crafting strategies that align with our clients’ objectives.