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Dana Williams, AIF® - Investment Advisor Representative & IT Director

Dana Williams, AIF®

Investment Advisor Representative & IT Director

Where did you grow up and where do you live now?

Born in Pasadena California, I moved to Tyler, TX in 1979. I made my home in the Fort Worth area in 2005 and currently reside in Keller, TX.

How did you end up at Rogers Wealth Group?

I went into wealth management because I wanted to be armed with an understanding of investing and markets. I take pride in helping clients avoid financial mistakes and guiding them on a path to achieving their financial goals.

What do you want people to know about Rogers Wealth Group?

The fact that we provide turn-key retirement plan services in-house and farm nothing out is truly a rarity. Our role as fiduciaries promotes a client-first approach to garner long-term relationships which are paramount to the success of a fee-only advisor. Simply put: our success directly correlates to the success of our clients.

General Lines Agent – Life, Accident, Health and HMO and Long Term Care Partnership
Series 65

University of Mississippi, University of North Texas, Liberal Arts