William Madison Advisors, Inc.

Gregory Oglesby is a financial advisor at William Madison Advisors, Inc. in Abilene, TX, holding a Series 65 designation with five years of industry experience. Prior to joining William Madison Advisors in 2019, he worked at Abilene Christian University from 2014 to 2019. William Madison Advisors provides fee-only investment management, financial planning, and consultation services to individuals, trusts, retirement plans, foundations, and other institutions. The firm emphasizes a long-term asset allocation strategy guided by written Investment Policy Statements and integrates personal financial planning with discretionary portfolio management and regular performance reporting.

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.

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.