Chuck Williams

As a 25-year industry veteran, Chuck has devoted his professional life to enhancing the financial well-being of institutional and individual clients. He is a frequent guest speaker at financial industry conferences, has authored numerous white papers and has taught various courses for financial services professionals. Chuck believes in providing sound, objective financial advice based on a thorough understanding of the needs of the client.

As the Finspire, LLC Chief Executive Officer and Senior Consultant, Chuck provides oversight of the firm and is a lead consultant for many of the firm’s corporate retirement plans and high-net worth individual clients. Chuck works closely with his team to develop and maintain an exceptionally high level of service and expertise for Finspire clients. Chuck is also an Adjunct Professor at Northwestern’s School of Continuing Studies where he has been teaching the Retirement Planning and Employee Benefits course since 2005.

Prior to co-founding Finspire, LLC, Chuck served as a Managing Director and Senior Lead Consultant with Sheridan Road Advisors, LLC for 10 years, and with Bank Leumi for the 8 years prior. Chuck is continually working to strengthen his industry knowledge and expertise. Chuck is a Certified Financial Planner (CFP), Chartered Retirement Plans Specialist (CRPS), A Certified 401(k) Specialist (C(k)P), an Accredited Asset Management Specialist (AAMS) and an Accredited Investment Fiduciary (AIF). He earned his B.S. in Finance from DePaul University and his Masters in Business Administration from the Kellstadt Graduate School of Business at DePaul University.

Unique Accomplishments

• Financial Times Top Financial Advisers – 2018
• Retirement Advisor Council Member – 2016-Present
• Plan Adviser Top 100 Retirement Plan Advisors – 2017

Chuck and his wife have three boys and reside in Glen Ellyn, Illinois. Chuck is an avid reader of presidential biographies, enjoys cooking and listening to live music. He recently hung up his coaching clipboard when his youngest son entered high school and now enjoys watching his boys compete in volleyball, basketball and gymnastics. Chuck helped found his family’s charitable organization and is particularly proud of the work his family has done with Salute, which is a wounded veteran assistance organization and the House of Peace which is a women’s shelter.