col-xs-12
Broker Check

Our Team

Dax Williamson, AIF®

Founder and President

707-441-1496

707-441-0609

dax@wwa-wealth.com

Dax Williamson is Founder and CEO of Williamson Wealth Advisors, a comprehensive wealth planning firm located in Eureka, California.

Read more

Victoria Farias

Operations Director

707-441-1496

707-441-0609

operations@wwa-wealth.com

Victoria, was raised in Humboldt County. With over 12 years’ experience in the field of finance, Victoria brings a wealth of knowledge to her position as Operations Director. Passionate about providing excellent service and...

Read more

Tarah Williams

Chief Administrative Officer

Tarah Williams, Chief Administrative Officer, has over 25 years of experience in the financial services industry. Tarah brings a strong sense of strategy and vision to everything she does. Her ability to understand the big picture,...
Read more

Paul L. Keeton

Vice President, Advisory Solutions

Paul is responsible for supporting the firm through the introduction of new tools, models and other advisory solutions. By focusing on advisory specifically for the independent business owner, he brings a renewed approach towards...
Read more

Roberto Martinez

Director of Compliance

Roberto Martinez CAMS, Director of Compliance, has spent over 2 decades in the financial services industry. Beginning as a Financial Advisor at larger firms, he developed a keen sense of the needs and value of the advisor-client...
Read more

Austen Lindsey

Products and Services Specialist

Austen is responsible for overseeing the relationships with a variety of partners and product carriers ensuring a diverse offering of products and services for our clients. He brings a unique perspective into his role having worked in...
Read more

Marco Galvan

Director of IT

Marco Galvan, Director of Technology, has been a powerhouse for our firm's technology infrastructure for over 10 years. With his extensive experience in program and project management, he has developed an invaluable toolbox of methods...
Read more

Wes Shindler

Compliance Officer

Wes is responsible for the compliance aspect of our firm. In his role, he works to provide guidance for best practices by tracking relevant laws and regulations, reviewing our policies and procedures, and most importantly, helping to...
Read more

Wendy Simmons

Director of Human Resources

Wendy Simmons is a champion for attracting and retaining great talent. With two decades of experience within innovative and high-growth organizations, she brings extensive experience in people management, process management, strategic...
Read more