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The C.E. Williams Financial Team

Briana Oltmann, CFP®, EA

Financial Advisor & CEO

740-967-7999

740-967-0889

briana@cewilliamsfinancial.com

Briana Oltmann began working part-time for her grandfather, Charlie, at C.E. Williams Financial when she was 16 and enjoyed the family business so much that she joined full-time after graduating from Ohio State in 2007 with a Business...

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Charles E. Williams

Business Consultant

740-967-7999

740-967-0889

charles@cewilliamsfinancial.com

Charles E. Williams is a CPA and financial advisor. Charles graduated from The Ohio State University in 1972 with a degree in Accounting, and opened Charles E. Williams and Associates (now CE Williams Financial) in 1972. He has been,...

Jack McDonald

Small Business Accounting Specialist

740-967-7999

740-967-0889

staff@cewilliamsfinancial.com

Jack earned his accounting degree from the Ohio State University and has spent many years working in the accounting field, especially as a school treasurer. At C.E. Williams Financial, Jack uses his accounting experience to work with...
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Norma Williams

Accounting Secretary (Retired)

740-967-7999

norma@cewilliamsfinancial.com

Norma Williams is our accounting secretary and has worked for CE Williams Financial since 1985 in various roles, such as secretary, bookkeeper, and overseer of the tax return department. Mrs. Williams has been a member of Johnstown...

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