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Gregory O

Series 65

Abilene, TX

William Madison Advisors, Inc.

Gregory Oglesby is a Series 65-licensed financial advisor with William Madison Advisors, Inc. in Abilene, TX, where he has worked since 2019. He has six years of industry experience, including five years at Abilene Christian University prior to joining his current firm. William Madison Advisors is a fee-only registered investment adviser providing discretionary investment management, consultation, and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm emphasizes customized investment policy statements and long-term asset allocation, managing approximately $498 million in client assets across nearly 500 relationships.

General retirement planning Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Founder/Business Owner Retired
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Rachel E

CFP®

Abilene, TX

William Madison Advisors, Inc.

Rachel Evans is a CFP® professional with five years of experience at William Madison Advisors, Inc. Prior to joining William Madison Advisors, she worked at Condley & Company and KPMG. William Madison Advisors serves individuals, trusts, retirement plans, foundations, and other institutions with fee-only investment management, financial planning, and investment consultation. The firm emphasizes long-term asset allocation guided by a written Investment Policy Statement and an integrated financial planning process, supported by third-party research and an internal investment committee.

General retirement planning Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Founder/Business Owner Retired
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Cary B

CFP®, PFS™

Abilene, TX

William Madison Advisors, Inc.

Cary Beard is a CFP® and PFS™ with 20 years of experience in financial advising. He has worked at William Madison Advisors, Inc. since 2018 and previously spent 12 years at Carter Asset Management, Inc. In addition to his advisory role, he serves as president and managing tax partner of Carter & Beard, PC, a public accounting firm. William Madison Advisors serves individuals, trusts, retirement plans, foundations, and institutions with fee-only investment management and financial planning. The firm emphasizes long-term asset allocation guided by a written Investment Policy Statement and integrates personal financial planning with discretionary portfolio management.

General retirement planning Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting Founder/Business Owner Retired
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