Our Advisors

Michael Williams

CFP®, CLU, ChFC

Mike is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant, and Chartered Life Underwriter. He holds a Finance Degree from Texas Tech University, and is licensed as an Insurance Counselor by the State of Texas. For over 36 years Mike’s forte has been providing innovative ideas for business and personal planning. His expertise in planning for privately-held businesses is a valuable resource to attorneys, CPA’s, and other financial planners whose clients need objective, cutting-edge strategies to meet complex business and personal needs.

Toby Harris

CFP®

A CERTIFIED FINANCIAL PLANNER™ professional, Toby brings to Planning Strategies knowledge and experience in personal financial plannning and asset allocation for a broad spectrum of clientele. He specializes in portfolio management and utilizes an extensive diversity of assets, customized to the specific needs of each client.

Shelley Williams

Financial Advisor

Shelley has been associated with Planning Strategies since 2005. She specializes in personal financial plans, with an expertise in the design of life and health insurance programs for individuals. Shelley is also an integral team member in the design and implementation of employee benefit plans, such as group insurance and 401(k) plans for businesses.

Spencer Williams

Financial Advisor

Spencer brings to Planning Strategies the technical and research expertise necessary for comprehensive portfolio construction and asset management. His knowledge and diligence in portfolio management have become invaluable assets to Planning Strategies clients, as well as other professionals.

Laura Fitzsimmons Williams

Financial Advisor

Laura joined Planning Strategies in 2009, expanding the firm’s expertise in insurance and annuity products, as well as retirement planning. She holds a degree in economics from Texas A&M University, and has been providing financial planning services to both personal and business clients since 2006.

Ruth Snedeker

CLU

Ruth is a Chartered Life Underwriter and holds a degree in business from Southern Methodist University. For over 30 years Ruth has provided numerous clients with innovative ideas for business and personal planning, as well as competitive insurance and employee benefit products.