Our Team
David R. Williams, CFP®, CPA (inactive) 
Dave Williams, the company founder, is a principal and Investment Advisor Representative of WMS Advisors, LLC, a Registered Investment Advisory firm, a CFP® Practitioner, and a Financial Advisor with Grove Point Advisors, LLC., a broker-dealer.
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, biking 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 Financial Advisor with Grove Point Investments, LLC, a broker-dealer. He has worked in the financial services industry since 2007 and is primarily responsible for client relationship management, financial planning, and investment and portfolio research. Tom is also a partner of and the Chief Compliance Officer of WMS Advisors, LLC, where he is responsible for managing the firm’s day-to-day operations.
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 is a graduate of Clemson University and holds a B.S. in Financial Management. He and his wife, Cameron, have called Charlotte, NC home since 2015. He has two young children, Gaines born in 2019, and Lawton born in 2022. They are active in the Charlotte community including volunteering and supporting Myers Park Presbyterian Church and the Ronald McDonald House of Charlotte. He is also on the Finance Committee and Board for Charlotte Bilingual Preschool. In his spare time, he enjoys researching investments, tennis, traveling, cooking, and Clemson football.
Sarah Rouse
Sarah is the Operations Manager for WMS Advisors, LLC, and a Registered Representative with Grove Point Advisors, LLC. 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 boys, Colton 13, and Easton 9, who keep them busy with school, sports, and activities. She loves football, reading, and cooking. They enjoy being outside, spending time at their family’s river house on the James River, or playing and watching sports and games.
Alex Schutz, ChFC®
Alexander (Alex) is an Associate Financial Advisor and a Chartered Financial Consultant® (ChFC®) of WMS Advisors, LLC, a Registered Investment Advisory firm, and a Licensed Representative with Grove Point Advisors, LLC. Alex joined the firm in 2019 and is currently responsible for client services including investment management and financial planning support. He has a B.S. in History from Salisbury University and a Master’s in Finance, with a concentration in Investments and Securities, from Southern New Hampshire University.
Alex's securities registrations include the following:
- Series 7- General Securities Representative
- Series 66 - Uniform Investment Advisor
Alex and his wife Eden (Edie), live in Bethesda, MD, where they both were born and raised. They have a son, Connor who is 3 years old, and a daughter Cassidy born May 2, 2023. In his spare time, Alex enjoys competitive floor hockey, cooking, home improvement projects, and cheering on the Washington Capitals.
Henry Meadows, CPA
Henry Meadows is an Investment Advisor Representative of WMS Advisors, LLC, a Registered Investment Advisory Firm, a Financial Advisor with Grove Point Financial, LLC., a broker-dealer, and a 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 including 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 enjoy golfing and relaxing in Ocean City, MD with their son Clark.
