MEET OUR TEAM
We are committed to providing Planning-Based Financial Services to help you pursue your Financial Goals. It is important to have a long-term relationship with an experienced team that can help manage your Retirement Planning and guide you with your Financial Strategy. We have the experience and knowledge to help you take the steps required to prepare you for a comfortable future.
Whether you are preparing for Retirement or have already Retired, our team will keep your needs first.
David N Williams, CFP: Financial Advisor
Dave is the founder of Retirement Investment Specialists, a company that provides comprehensive financial services. He has been an Independent Financial Planner for over 35 years. His credentials consists of Certified Financial Planner (CFP) and holds a Series 7 Securities License, General Securities Principal License, registered Investment Advisory License through Cambridge Investment Research as well as a California Insurance License #0774861. Dave is responsible for Financial Planning, Investment Advice, monitoring Portfolio Allocations, and Money Manager Due Diligence.
Dave is a 4th Degree Black Belt and enjoys racing cars, outdoors, boating, physical fitness, music, and spending time with his daughters, Mary & Angel, and a grandson, Atlas.
Jay Kim: Financial Advisor
With over 20 years of industry experience, Jay understands that achieving financial success can be complex in today's rapidly changing world. He emphasizes the importance of having a comprehensive understanding of various planning aspects, from investment strategies to tax and estate planning. Jay is dedicated to helping clients identify their goals, create financial plans based on sound advice, and execute those plans effectively. His unique planning process supports families, business owners, and executives in reaching their financial objectives.
Outside of work, Jay enjoys spending time with his wife Jean and their son Elijah. In his free time, he enjoys playing golf and pickleball with family and friends.
Mackenzie Arias: Office Manager
Mackenzie is the Office Manager at Retirement Investment Specialists with over 10 years of experience in management, administration, communications, and business develpment. In addition to ensuring smooth operations on a daily basis, Mackenzie specializes in cultivating strong client and business relationships in the office.
Originally from Los Angeles, Mackenzie moved to Sonoma Country in 2015 to study Business at Sonoma State University and fell in love with the area. In her free time, you can find her outdoors either hiking, motorcycle riding, or kayaking. Mackenzie's hobbies include being an avid reader, writer and artist. She would love to travel the world and loves to spend time with her husband and cat, Night.
Alicia Caballero: Administrative Assistant
Alicia is a graduate from Empire College with an Associate's degree in Paralegal studies. She has over 20-years of administrative expierence in management and customer service. Alicia has 4-years of management of a tax office and 14-years of acounting management experience.
Alicia is a native to Santa Rosa and has lived in Sonoma County her entire life. Her hobbies are music, dancing, and hiking. She loves to spend time with her friends and family. Traveling the open road is one of her favorite ways to travel. She has two children and they are the motivation to continue to grow and improve herself in alll areas of her life.