Alan Williams is the owner and founder of Williams Tax & Financial Services in which started in 1993. Alan graduated from Quinnipiac University in 1986 with a Bachelor of Science degree in the field of Accounting. He completed several securities licenses and is licensed to offer Insurance in Connecticut.

He specializes in a comprehensive plan of his clients tax, business, and financial lives to help them in the pursuit of their goals.

He has been married to his wife Marlene since 1989 and they reside in Wallingford, CT. They have raised two children Morgan and Justin, who both graduated from Bentley University in 2014 and 2017, respectively. In his free time, Alan enjoys playing golf with his friends and attends Green Bay Packer and Boston Bruins games with his family.

Justin graduated from Bentley University in 2017 and began his career in financial services with Protiviti, before ultimately joining the family business in the summer of 2025. As a Investment Advisor Representative, Justin is dedicated to developing personalized financial strategies that align with each client's goals, values, and stage of life. Leveraging prior industry experience, he provides an insightful, analytical approach to financial decisions. Outside of the office, Justin enjoys spending time on the golf course and with his wife, Samantha.

Originally from Wallingford, Olivia graduated from Springfield in 2018 and joined the team in December of that same year. As Operations Manager, she oversees day-to-day operations, helping ensure everything runs smoothly and efficiently. With a strong attention to detail and a commitment to exceptional service, Olivia plays a key role in supporting both the team and clients while contributing to the continued success of the organization.

Erin graduated in 2025 from Marist University where she earned a Bachelor of Business Administration degree with a concentration in Finance. Before joining Williams Tax & Financial Services in the summer of 2026, she worked at Fidelity, where she assisted clients with their 401(k) servicing needs and gained valuable experience helping individuals navigate retirement account questions and workplace savings plans. Erin lives in Wallingford, and graduated from Sheehan High School in 2021.

Cousins Rory Williams and Layla West love greeting visitors at the door, adding a warm and friendly touch to every visit.

With many years of office experience, both Layla and Rory are laser focused on finding results.  Layla is the closer and hat snatcher of Williams Tax & Financial Services. Rory provides a more calculated, nuanced approach to client service. However, both specialize in office greeting and building lasting relationships with clients.