Your Advisors
Graham P. Williams, MBA, CFP®
Managing Member
Graham Williams transforms retirement dreams into reality with savvy financial strategies. After four years in the Marines and a stint at IBM, he entered personal finance in 1994 with American Express. He went independent in 1996 and co-founded Optimist Retirement Group in 2002. With an engineering degree, an MBA, and a CFP® certification, he distilled over 30 years of experience into his book, “The New Retirement Income Portfolio.” When he’s not helping clients, Graham enjoys time with his wife, Sandra, and their two sons, Harrison and Oliver, or hitting the golf course.
Ryan M. Palmer, CFP®
Advisor
Ryan Palmer has been shaping financial futures since 1998. A University of Washington alum and CFP® practitioner, he teamed up with Graham Williams to create a planning-focused, fiduciary-driven firm. Ryan’s mission? Make financial planning simple, so clients can retire with confidence. He lives in Newcastle, Washington, with his wife, Tina, and their kids, Jack and Kate. When he’s not planning, you’ll find him camping, curling, or cheering on Husky football.
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Contact us today to learn how we can help you create financial security and the retirement you’ve always envisioned.