William Martin Perry

John Reed is a financial advisor with 4 years of industry experience and holds a Series 65 credential. He is the principal of 1 Timothy 6 V 7 LLC, an independent advisory firm. Outside of his advisory work, Reed is also a teacher at Henderson High School in Texas. 1 Timothy 6 V 7 LLC provides investment management and advisory services primarily to pooled investment vehicles and institutional clients, including foundations, corporations, and plan sponsors. The firm employs a blend of active and passive strategies with a focus on risk-adjusted, tax-aware allocations and offers both discretionary and non-discretionary portfolio management alongside retirement plan consulting and financial planning.

I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future. I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you. I am also an Infantry Major in the Arkansas Army National Guard.

Abigail Williams is a CFP® and Series 65-licensed financial advisor with three years of industry experience. She is currently with Naviant Partners, LLC, having previously worked at Stone Oak Wealth Management, CapFinancial Partners, Covenant Multi-Family Offices, Reliance Bank Limited, and Texas A&M University. Outside of her advisory role, she is an Independent Market Partner for MONAT Global Corp., promoting haircare, skincare, and makeup products. Naviant Partners provides discretionary investment management, wealth planning, and retirement plan advisory services for individuals, high-net-worth clients, trusts, businesses, and plan sponsors. The firm employs a primarily long-term investment process incorporating modern portfolio theory and various analytical approaches, with a notable focus on retirement plan consulting and ERISA-related fiduciary services.

Sean Green is a CFP® and holds a Series 66 license, currently serving as an advisor at Rose Wealth, LLC with 13 years of industry experience. He has prior experience at Lonestar Registered Investment Advisors and A.G. Edwards & Sons, and manages Green Law, PLLC, where he provides estate planning, business formation, probate, and related legal services. Rose Wealth, LLC is a state-registered investment adviser that offers discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a variety of strategies tailored to clients’ objectives and risk tolerances, combining in-house advisory services with outsourced model management.

Grant Jordy is a financial advisor at Rose Wealth, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Merrill Lynch Wealth Management, Ameriprise, and Vasso & Associates LLC. He is also licensed as an insurance agent and dedicates part of his time to the sale of various insurance products. Rose Wealth, LLC is a state-registered investment adviser serving individual and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management and financial planning, employing strategies such as asset allocation, dollar-cost averaging, and both long- and short-term positions.

We love the process of partnering with individuals to discover their personal path to a fulfilling financial future. We always tell our clients—we make recommendations, you make decisions. We offer effective tools and clear guidance to help you make retirement what you want.