About Us
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At RDW Financial Group, we specialize in working with retirees, and those about to retire. We are committed to helping our clients avoid mistakes that can drain retirement savings. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. We strive to build a strong relationship with each of our clients through trust, honesty and integrity. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.
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R. David Williams
Dave Williams, president of RDW Financial Group has been named Senior Market Advisor Magazine 2009 Advisor fo the Year. Originally from Philadelphia, PA, Dave has lived in Indiana for the past 30 years. Dave is a well established speaker and is committed to educating the community with workshops on topics relating to conservative alternatives. As an IU graduate with a BS in Finance, and a member for the National Ethics Bureau, Dave strives to educate his clients on how to invest profitably and avoid loss by providing conservative options. He is dedicated to properly helping his clients reap the rewards of a well planned retirement. Dave, his wife of 28 years and their 3 mini-Doxies live in Indy. Dave is also a proud grandfather to Elly.
Kathy Williams
Kathy Williams has been with RDW Financial Group since March of 2006. Before joining the team, she was with the Indianapolis Motor Speedway for 7 years in the ticket office fulfilling the hopes and dreams of eager race fans by assisting them with their ticket purchases for various events. Kathy is responsible for making sure all paperwork is submitted properly, transfers are completed, policy delivery preparations and updating client files for annual reviews. Kathy enjoys traveling and spending time with her family and friends. She also loves to spoil her granddaughter, Elly. She and her husband Dave have been married for 28 years, and live in Indianapolis along with their 3 miniature daschunds.
Connie Jordan
Connie was born and raised in Indiana. She is married to Ritch and has two step sons, Matt and Conner. Connie has two dogs a Scotthish Terrier and a Westie. After completing her schooling in Pittsburgh, PA - Connie worked in the travel industry for 22 years arranging travel plans for top executives along with holding management positions throughout her career. Connie is our Relationship Manager and is responsible for the overall operations of the business. Connie is the person you will normally hear when you call into the office. She is responsible for putting together our educational events, programs and client appreciation events. Connie is responsible for scheduling all appointments for the producers. Connie's loyalty and commitment to RDW Financial Group has made her an invaluable asset to our team!
Brandon Hamrick
Originally a native of Kansas City, Missouri, Brandon has resided in Indiana for the past 10 years. Brandon is a graduate from Indiana University where he majored in Economics. He strives to educate his clients, as well as, to properly advise them on how to invest profitably and potentially avoid losses with planned retirement. Brandon enjoys golfing and spending time with family and friends. He is married to his wonderful wife Emily. |
