Joe Williams founded Financial Planners Northwest (FPNW) in 1996 to be able to offer the unique combination of comprehensive financial planning and employee benefits expertise to individuals and small businesses.
As a small business owner himself, Joe understands the importance and challenge of providing benefits packages that are both affordable and comprehensive. Today Joe is responsible for wealth management and employee benefits services for FPNW’s clients.
Prior to establishing FPNW, Joe was the founder and chairman of EAI Information Systems, a database management company. After shepherding the company through its early years, including providing capital formation, Joe successfully sold the business.
Before EAI, Joe served as the CEO of Westmark, a financial services firm. During his tenure, he led a team of thirty employees that marketed and serviced financial products through major banks. Joe also held the CEO role for Westmark Securities, a stock brokerage firm.
Earlier in his career, Joe served as an Executive VP at Washington Federal Savings, in charge of subsidiary operations for the bank in the areas of alternative financial products and insurance.
Joe studied Civil Engineering at Olympic College in Bremerton, Washington. He also attended The American College in Bryn Mawr, Pennsylvania, where he earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations, as well as completed coursework toward a Master of Science in Financial Services.
Joe is a member of several local business groups and associations including Legatus, Patrons of the Arts in the Vatican Museums, Knights of Columbus and the Portland Golf Club. His interests include economics, investing, golf, hunting and fishing. Joe is active in his church community and spends significant personal time on charitable work.