Joel Williamson

Joel heads the team with over three decades of experience in Wealth Generation and Preservation, specializing in sectors such as, Oil and Gas, Agriculture, and Real Estate Development. With an extensive knowledge of Tax code, Insurance Vehicles, Legacy Business Structuring, and a team of the most sought-after professionals in the nation; he can craft the most powerful and effective solutions for any situation while providing ethe education and insight needed for you to make the best choices possible.

He has been referred to as the ‘Merlin of Money’ because of the magic that he is able to create for his clients,

Under Joel’s direction, you have access to a team of the best Tax, Estate Planning, Accounting, and Insurance Professionals that implement and manage every aspect of your financial plan.