Michael Williams is a CFP® professional with 27 years of industry experience, currently serving at Altius Financial, Inc. since 2000. He also has a longstanding association with Linsco/Private Ledger Corp. outside of his primary role. Altius Financial provides discretionary investment management, financial planning, and consulting services to individuals, estates, trusts, charitable organizations, foundations, and institutions, overseeing approximately $168 million in discretionary client assets. The firm employs an active, fundamentally driven investment approach combined with diversification and regular rebalancing, supported by third-party platforms for reporting and administration.

Taylor Dennis is a CFP® certificant with nine years of industry experience, currently serving as an advisor at Altius Financial, Inc. in Dallas, TX, where he has worked since 2016. Altius Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, estates, trusts, charitable organizations, foundations, and institutions, managing approximately $212 million in discretionary assets. The firm emphasizes active management focused on equities and fundamental valuation, offering ongoing portfolio supervision, periodic reporting, and coordination with outside professionals for estate, tax, and insurance matters.