Financial Advisor

• Mar 2018 - Present

As a business owner, Sandy has walked in your shoes and understands the pressures of making key decisions having long term implications with little education on the issues and conflicting advice from trusted advisors. She doesn't just work with her client’s advisors, she has also worked with her own for over 20 years in multiple closely-held service businesses. Seeing the big picture can provide the context needed when facing these multi-layered decisions. She has worn the hat of COO, CFO, admin, qualified plan administrator, bookkeeper, tax preparation, contracts – all the roles that business owner–operators fill. Show less

Financial Advisor

• Mar 2018 - Present

Sandra Anne Williams is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Dr. #110, Irvine, CA 92606, 909-399-1100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0M06702This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Show less

Co-Founder and COO

• Sep 2013 - Present

With over 18 years of working with corporate clients, Sandy brings order out of complexity and chaos to help leaders and business owners make optimal or near-optimal decisions to achieve their goals and vision. She brings the strategic piece to the puzzle, with practical, action-oriented solutions. By taking the systems approach, looking inside and outside the issues to develop an operational framework, Sandy helps our clients see the big picture so they can take quick action that moves them toward their bottom line results faster. Show less

President and COO

• Jun 2002 - Dec 2018

Williams Intelligent Technologies, Inc. (WIT) provided Intelligent Technology Design and Development Services. WIT teams worked in small and large project teams with our customers. Our consultants were recognized as subject matter experts. Williams Intelligent Technologies, Inc. (WIT) provided Intelligent Technology Design and Development Services. WIT teams worked in small and large project teams with our customers. Our consultants were recognized as subject matter experts.

LCDR, Retired

• Jul 1985 - Jul 2005

President and COO

• Jun 1995 - Nov 2004

Williams Consulting Enterprises, Inc. (WCE) provided Intelligent Technology Design and Development Services. WCE teams worked in small and large project teams with our customers. Our consultants were recognized as subject matter experts. Williams Consulting Enterprises, Inc. (WCE) provided Intelligent Technology Design and Development Services. WCE teams worked in small and large project teams with our customers. Our consultants were recognized as subject matter experts.