John D. Williams
Managing Director
As a 20-year veteran of the financial services business, Mr. Williamsí expertise ranges from financial and estate plans to insurance and investments. He specializes in charitable estate planning and serves as trustee for a number of charitable trusts. Before joining Family Capital, Mr. Williams founded Capital Formation Group, Inc. and Capital Formation Insurance Agency, Inc. Earlier affiliations include Paul F. Saint Associates and United of Omaha.
Mr. Williams holds a masterís degree in Theological Studies from the Weston Jesuit School of Theology and a bachelorís degree from Creighton University. Additionally, he received his CLU and ChFC professional certifications from The American College in Bryn Mawr, Pennsylvania. He is a member of the National Association of Charitable Estate Counselors, The Boston Estate Planning Council, and The American Society of Financial Service Professionals, among others. Mr. Williams also serves on The Board of Regents of the National Heritage Foundation, a public non-profit corporation. †