Our Team
Our Team
Dax Williamson, AIF®AIFA®
CEO and President
707-441-1496
Dax Williamson is Founder and CEO of Williamson Wealth Advisors, a comprehensive wealth planning firm located in Eureka, California.
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...
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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...
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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...
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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...
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