AO Wealth Advisory is congratulating long time team member, Eric Williams as a shareholder in the firm.

About Eric’s Journey to AO Wealth Advisory

Through his own family’s journey of paying off debt, Eric discovered a passion for helping families set goals, make financial plans and create healthy money habits. This is what led Eric to AO Wealth Advisory in 2015 and helped him become a shareholder in 2021. 

Before his time at AO Wealth Advisory, Eric graduated from Simpson College with a degree in business management.  After graduation, Eric worked as a project manager for a few years. During that time, he and his wife were working through Financial Peace University and wondering why they never taught us anything about money in college. From there he became passionate about helping others make sense of their finances. 

Since 2015, Eric has continued to  prove to us that he is very dedicated, and has worked very hard to earn his CFP ® , along with also now becoming a shareholder in AO Wealth Advisory. We are excited to see where this new adventure takes us, and can’t wait to see the growth the next decade will bring the firm.

Eric is also a Dave Ramsey-trained financial coach and the author of “It’s Your Money.” He is an active member of the Financial Planning Association of Iowa, and is on the Urbandale Chamber of Commerce’s Gen YP leadership team. Eric also has his own blog called, Words of Williams, where he writes about faith, family and finances.

When Eric isn’t at work, or helping out in the community, you can find him spending time with his wife and two children, or on his beloved bike. He is a member of Lutheran Church of Hope, and can often be found spending time there. 

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About AO Wealth Advisory

AO Wealth Advisory works with families to lead them through the Alpha Omega Path of maximizing earning, investing wisely and giving generously.

Through our partnership with clients, and our full team advisor approach, we guide professionals who want to achieve financial freedom. Many are within reach –they just do not realize it.

Advisory services offered through A.O. Wealth Advisory, LLC, a registered investment adviser.