Our Team

David R. Williams, CFP®, CPA (inactive)                                                   

Dave Williams, company founder, is an Investment Advisor Representative of WMS Advisors, LLC, a Registered Investment Advisory firm, a CFP® Practitioner, and a Registered Representative with H. Beck, Inc., a broker-dealer. Dave is also a member of various professional associations including the FPA, AICPA and Accreditation Council for Federal Taxation.

Dave began his career as a practicing accountant and business advisor back in 1976 and was certified in the state of Maryland in 1982. His practice concentration was directed toward tax and strategic business planning, focusing on professional practices in the areas of health care, law and consulting.

The practice continued to expand into the investment management and financial planning areas taking advantage of Dave's additional securities industry credentials. Dave currently holds the following FINRA securities registrations:

  • Series 6 - Investment Company Products/Variable Contracts Limited Representative
  • Series 7- General Securities Representative
  • Series 24 - General Securities Principal
  • Series 51 - Municipal Fund Securities Principal
  • Series 63 - Uniform Securities Agent – State License
  • Series 65 - Uniform Investment Advisor Law

Dave and his wife, Claudia, currently reside in Naples, FL. They have two children, a daughter, Carly, who heads up business development for a large computer consulting firm in Atlanta, GA and a son, Chase, who is also in the securities industry in Tampa, FL. An avid golfer, Dave also enjoys skiing, tennis, and fitness. 

 

Thomas G. MacLennan, Jr. - CFP®        

Tom is an Investment Advisor Representative of WMS Advisors, LLC, a Registered Investment Advisory firm,  a CFP® Practitioner, and a Registered Representative with H. Beck, Inc., a broker-dealer.  He is a graduate of Clemson University and holds a B.S. in Financial Management with an emphasis in Financial Services.  Having worked in the financial services industry since 2007, Tom is responsible for client relationship management, financial planning, and investment and portfolio research.  Tom's securities registrations include the following:

  • Series 7- General Securities Representative
  • Series 24 - General Securities Principal
  • Series 66 - Uniform Investment Advisor

As a Certified Financial Planner (CFP®), Tom has met rigorous standards and has agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and due diligence when working with clients.  He is also a member of the Financial Planning Association (FPA) of Charlotte.

Tom and his wife Cameron, have called Charlotte, NC home since 2015. They are active in the Charlotte community including volunteering and supporting the Ronald McDonald House of Charlotte.  In his spare time, he enjoys tennis, golf, traveling, cooking and Clemson football. 

Sarah Rouse

Sarah is the Operations Manager for WMS Advisors, LLC and a Registered Representative with H. Beck, Inc.  She started her career in the financial industry in 2003 becoming a licensed representative in 2008.  She is responsible for the firm’s administration and operations, client servicing and experience, executing current compliance regulations and providing administrative support to Dave and Tom. Sarah’s securities registrations include the following:                                                           

  • Series 7- General Securities Representative

Sarah and her husband Brian live in Powhatan, VA with their two young boys, Colton 8 and Easton 4, who keep them busy with school, sports and activities. She loves football, reading and cooking. When the family isn’t helping her in the kitchen, they enjoy being outside, spending time at their family’s river house on the James River or playing and watching sports and games.

 

Sandy Sakala – Rep Liaison

Sandy has worked in the financial industry since 1986 and has been with the firm since 1999. Sandy now provides operational support to Dave's production group which consists of 21 independent H. Beck, Inc. registered representatives located in MD, VA, DC, NC, FL & PA.

 

 

 

 

 

 

 

 

Henry Meadows, CPA

Henry Meadows is an Investment Advisor Representative of WMS Advisors, LLC, a Registered Investment Advisory Firm, a Registered Representative with H. Beck, Inc., a broker-dealer, and Managing Partner of SKMB, P.A., a Rockville, MD based public accounting firm.  Henry has over 30 years of experience, specializing in tax planning for personal and business matters with additional areas of expertise include accounting, estate planning and public speaking.

Henry’s certifications and professional affiliations include the following:

  • Certified Public Accountant – Maryland
  • American Institute of CPA’s
  • Maryland Association of CPA’s
  • Maryland Society of Accountants

Henry’s securities registrations include the following:

  • Series 6 - Investment Company Products/Variable Contracts Limited Representative
  • Series 63 - Uniform Securities Agent – State License
  • Series 65 - Uniform Investment Advisor Law

He and his wife Teresa live in Rockville, MD and enjoys golfing and relaxing in Ocean City, MD with Teresa and son Clark.