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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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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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