Meredith Phippen

Meredith Phippen is a Hoosick Falls, New York resident who graduated summa cum laude from Hudson Valley Community College in December 2019 with an associate’s in business administration. While attending Hudson Valley Community College, Meredith was a member of the Student Advisory Board for the Dwight Marvin Library. Additionally, she was the recipient of an Honorable Mention […]

Katya Outwater, MS

A Bennington, Vermont native, Katya joined the Williams Financial team in 2018 after she moved back to the area from Buffalo, New York. She most recently worked as a real estate executive assistant and design/sales consultant in interior design. Katya holds both a bachelor’s degree in education from Elmira College and a master’s degree in […]

Tyler Cinelli, AIF®, QPFC, MBA

Tyler Cinelli is a financial planner and retirement plan specialist in the firm’s Albany, New York and Bennington, Vermont offices. Since beginning his career in the financial services industry in 2010, he has developed a diverse background in many areas of the field. He works with his clients to create personalized financial plans and investment […]

Daryl Spirka, CFP®, CPA

Daryl Spirka is the firm’s executive vice president of financial planning. In this role she leads the team of financial planners and directs the firm’s comprehensive approach to financial planning. As a wealth advisor, she creates, implements and monitors her clients’ financial plans and investment strategies in the Bennington, Vermont and Leominster, Massachusetts offices. Daryl […]

James J. Williams, CFP® , MBA

James (JJ) Williams is chief executive officer and chief investment officer, as well as the founder of Williams Financial, LLC. He leads the firm’s team of financial planners, investment advisors, tax professionals and small business consultants. He has more than 15 years of experience in creating personalized financial plans for small business owners and entrepreneurs. […]