I’ve always been fascinated by the world of finance. What began as the pursuit of a college degree quickly turned into a personal passion for investments and money management. As I dove deeper into the intricacies of financial strategy, I realized something crucial: making informed financial decisions isn't just an option—it’s a potential game-changer. Information and strategy are everything. Understanding markets, mastering financial tools, and grasping the fundamentals of finance can help anyone harness the power of their money to achieve their goals.

That’s why I founded Williamson Ross Financial. I wanted to create a firm that truly serves the people who need it most—the ones often overlooked by traditional financial advisors. My goal is to offer affordable solutions for individuals in all financial stages, including those who might not be considered wealthy or have significant disposable income, but who are ready to take control of their financial future with confidence. I believe everyone deserves access to expert advice, whether you're a small business owner forecasting revenue, a future homeowner saving for their dream purchase, a couple planning for retirement, or even a college student just getting started in the world of investing.

As the leader of Williamson Ross Financial, I pride myself on being more than just your advisor—I’m your partner. I value trust, transparency, and a true understanding of your unique journey. I’m here to help you make deliberate, empowered money moves every step of the way.

Ready to take the next step? Let’s embark on this journey together! To learn more about my background and how I can help, check out the Williamson Ross Financial Client Brochure.

Shelisa Fields - Founder, Investment Advisor