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Briana Oltmann, CFP®, EA

Briana Oltmann, CFP®, EA

Financial Advisor & CEO

For more than 15 years since earning a finance degree from The Ohio State University, I've had the privilege of guiding individuals, families, and small business owners towards financial empowerment and success. As a Certified Financial PlannerTM  and Enrolled Agent, I bring a wealth of expertise to the table, helping my clients navigate the complexities of finance with confidence.

Beyond the titles of owner and CEO, I'm a firm believer in the power of personal connection. When you work with me, you're not just another client – you're part of the C.E. Williams Financial family. I take the time to understand your unique goals, dreams, and aspirations, crafting personalized strategies that align with your vision for the future.

Outside of the office, you'll find me immersed in activities that bring joy and purpose to my life. From coaching youth basketball and soccer and teaching Children's Church at Eastpointe Christian Church to serving on the Lifeline Christian Mission and Mary E. Babcock Foundation Board of Directors, I'm deeply committed to giving back to my community and making a positive impact wherever I can.

When I'm not crunching numbers or brainstorming strategies, you'll likely find me soaking up the sunshine with a glass of sweet tea in hand. I'm an avid hiker and runner, always seeking new adventures and exploring the great outdoors. But above all, my greatest joy comes from spending quality time with my family, cherishing every moment and creating memories that last a lifetime.

Whether you're starting a business, planning for retirement, or simply seeking guidance on your financial path, I'm here to help. Let's work together to build a brighter, more secure future for you and your loved ones. Reach out today to schedule a consultation and take the first step towards financial freedom.