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.

Donald Laurence Jr. is a CFP® and Series 66-registered advisor with 27 years of industry experience. He is currently with Naviant Partners, LLC and previously worked at Stone Oak Wealth Management, Raymond James & Associates, and Wells Fargo Clearing. He serves on the board of the Respite Care of San Antonio Foundation, participating in governance and fundraising activities. Naviant Partners provides discretionary investment management, wealth planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, businesses, and plan sponsors. The firm employs a primarily long-term investment approach using ETFs, low-cost mutual funds, and other securities, and offers specialized retirement plan consulting and fiduciary services.