Williams & Novak Wealth Management, LLC

Jacob Williams is a financial advisor with Williams & Novak Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Western International Securities, Inc. Outside of advisory work, he serves as a board member of the Griffin Board of Education and owns Williams & Novak Tax Partners, LLC. Williams & Novak Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs a long-term investment approach combined with tactical adjustments and offers a range of portfolio management solutions alongside educational workshops and financial planning services.

Michael De Luz is a financial advisor at Williams & Novak Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Thornton and Associates, Lazari Capital Management, and Kovack Securities. Outside of his advisory role, he manages a tax advisory and bookkeeping business through RMD Consulting LLC. Williams & Novak Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs a long-term investment approach combined with tactical rebalancing and offers a broad range of portfolio options, including individual equities, fixed income, mutual funds, ETFs, options, and private equity.

Daniel Novak is a CFP® with 11 years of industry experience, currently serving as a wealth manager at Williams & Novak Wealth Management, LLC. His prior roles include positions at Western International Securities, Inc. and Charles Schwab. Outside of advisory work, he is involved with Estate Documents Pro, LLC, a referral service for estate documents. Williams & Novak Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a long-term investment strategy combined with tactical adjustments and offers a range of portfolio management, retirement-plan advisory, and educational services.

Tanya Escobedo is a financial advisor at Williams & Novak Wealth Management, LLC with Series 63 and Series 65 licenses and eight years of prior experience at Dynamic Wealth Advisors. She has worked in various roles since 2016, including positions at Ascensus and Enterprise Sage. Williams & Novak Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and businesses. The firm employs a long-term investment approach complemented by shorter-term trades for rebalancing or hedging, and offers a range of portfolio options including equities, fixed income, mutual funds, ETFs, options, structured notes, and private equity.