Our Team

WMS Advisors Team Member Roles and Responsibilities

Thomas G. MacLennan, Jr. - CFP®

Tom is a firm principal, Investment Advisor Representative of WMS Advisors, LLC, a CFP® Practitioner, and a Registered Representative with Purshe Kaplan Sterling Investments (PKS), a broker-dealer. He also acts as the firm’s Chief Compliance Officer.  He has worked in the financial services industry since 2007. Tom's securities registrations include the following, Series 7, Series 24, and Series 66.

Tom is a graduate of Clemson University and holds a B.S. in Financial Management. He and his wife, Cameron, have been calling Charlotte, NC home since 2015. He has two young children, Gaines was born in 2019, and Lawton was 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 family trips, tennis, traveling, cooking, and Clemson football. 

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.

Firm Responsibilities:

• Firm Management, Operations, and Strategy
• Client Relationship Management
• Portfolio Management
• Financial Planning
• Compliance

 

Alexander Schutz, ChFC®

Alexander (Alex) joined the firm in 2019 and is an Associate Financial Advisor and a Chartered Financial Consultant® (ChFC®) of WMS Advisors, LLC and a Licensed Representative with Purshe Kaplan Sterling Investments (PKS). 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 and Series 66.

Alex and his wife Eden (Edie), live in Bethesda, MD, where they both were born and raised. They have a son, Connor who is 4 years old, and a daughter Cassidy who is 2 years old. In his spare time, Alex enjoys competitive floor hockey, cooking, home improvement projects, and cheering on the Washington Capitals.

As a Chartered Financial Consultant (ChFC®), Alex met rigorous standards to provide individuals with retirement savings advice, for early retirement, budget planning, or with companies to assess their investment strategies.

Firm Responsibilities:

• Client Servicing and Relationship Management
• Portfolio Management and Research
• Financial Planning
• Teaming with Lead Advisors

 

Sarah Rouse

Sarah is the Operations Manager for WMS Advisors, LLC. She started her career in the financial industry in 2003, becoming a licensed representative in 2008. She joined WMS in 2019 to lead the firm’s operations and client servicing.

Sarah and her husband Brian live in Powhatan, VA with their two boys, Colton (15), and Easton (10), 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.

Firm Responsibilities:

• Firm Administration and Operations
• New Client Onboarding
• Client Service
• Compliance and Advisor Support
• Project Management

 

Landon Wollesen

Landon is the Client Service Associate for WMS Advisors LLC, having joined the firm in 2025. Landon is beginning her career in the financial industry after 9 years in the field of Education. Additionally, she has her B.A in Elementary Education from East Carolina University.

Landon and her husband, Matt, live in Rock Hill, SC with their two young children, Harris (2) and Miller Kate (8 months). She loves spending time with her family, trying new restaurants, being outdoors, and taking weekend trips to her family’s farm. 

Firm Responsibilities:

• Client Servicing
• New Client Onboarding
• Investment and Financial Planning Support
• Advisor Support

 

David R. Williams, CFP®

Dave Williams, the company founder, is a principal and Investment Advisor Representative of WMS Advisors LLC, a Registered Investment Advisory firm and a CFP® Practitioner.  

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 eventually evolved into an investment management and financial planning firm, taking advantage of Dave's additional securities industry credentials. Dave currently holds the following FINRA securities registrations: Series 63 and Series 65.

Dave now resides in Naples, Florida with his wife, Claudia of almost 40 years, traveling back to the DC area periodically to meet with clients. They have two children, a daughter, Carly, who heads up corporate business development for a large computer consulting firm in Atlanta, Georgia and a son, Chase, who also works in the financial services industry in Tampa, Florida. Dave’s interests include golf, skiing, biking, pickleball and staying active.

 Firm Responsibilities:

• Firm Management
• Client Relationship Management
• Portfolio Management

Timothy T. Paschall, CLU, CFP®

Tim is a Registered Investment Advisor Representative of WMS Advisors, LLC; a CFP® Practitioner; and a Registered Representative with Purshe Kaplan Sterling Investments (PKS), a broker-dealer.  Tim’s predecessor firm, Paschall & Associates, located in Gastonia, N.C., was founded in 1997 and merged into WMS Advisors in 2024. Tim has over three decades of experience in the delivery of financial advice and education. He has earned the Certified Financial Planner designation from the CFP Board of Standards and the Chartered Life Underwriter designation from The American College. He takes a long-term planning approach with his clients and sees his role as an educator and financial counselor. His goal, and one of his biggest rewards, is to be able to advise multiple generations of the same families as they grow and prosper. In addition to being an Investment Advisor Representative through WMS, Tim is a fully licensed independent insurance broker for life, accident, health, Medicare supplement, and long-term care insurance.

Tim and his wife Nancy are long-term and engaged residents of Gastonia, NC who remain active in the community. Tim and Nancy are the parents of two grown daughters who are married to wonderful husbands and are also blessed with an amazing granddaughter.

Firm Responsibilities:

• Client Relationship Management
• Portfolio Management
• Financial Planning
• Insurance Planning

 

Henry Meadows, CPA

Henry Meadows is a Referral Only Investment Advisor Representative of WMS Advisors, LLC. In his primary job Henry serves as a senior advisor in the Tax and Business Services Division of CBIZ, Inc. He has over 35 years of experience, specializing in accounting and tax planning for personal and business matters with additional areas of expertise including accounting, financial planning, estate planning, and working with closely held businesses and their owners. Before joining CBIZ, Inc. in 2024, Henry was a co-managing partner of SKMB, which merged with Marcum/CBIZ. Henry’s securities registrations include the following: Series 66.

Henry and his wife Teresa live in Rockville, MD, and enjoy golfing and relaxing in Ocean City, MD, with their son Clark.

Firm Responsibilities:

• New Client Development
• Tax, Estate and Financial Planning Resource