Your Finspire Team

Finspire strives to maintain a progressive business model and build a diverse team of like-minded, trusted professionals dedicated to enhancing the client experience

Executive Leadership

Chris Karam

CIMA®

Managing Partner, Chief Investment Officer

Mr. Karam helps clients strive for peace of mind by creating strategic solutions within a disciplined review process.

Chuck Williams

CFP, CRPS, C(k)P, AAMS, AIF®

Managing Partner, Chief Executive Officer

Mr. Williams 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.

James Jaramillo

AIF®

Managing Partner, Director of Relationships

Mr. Jaramillo is responsible for managing client and business relationships across the firm’s institutional retirement business.

Sue Gersch

Vice President, Finance and Operations

Ms. Gersch is primarily responsible for maintaining a detailed record of purchases, sales, and other financial transactions which flow into and out of the organization.

Our Team

Heather Williams

Administrative Assistant

Ms. Williams assists with data management and administrative support for Finspire’s retirement and wealth management clients.

Jason A. Brooks

CFP, CPA

Vice President, Private Wealth Management

Mr. Brooks strategically manages money for individuals, families and business owners using his combined experience as a CPA and a Certified Financial Planner.

Mrs. Gordon has dedicated her career in the financial services industry towards enhancing client relationships and ensuring the best possible experience for retirement plan sponsors and personal financial advisory clients.

Calla Gorman

CRPC®, CPFA

Vice President, Retirement Plan Services

Ms. Gorman is passionate about helping to increase the retirement readiness of business owners and their employees and brightening the opportunity for their financial future.

Nate Freeman

CIMA®, CPFA®, RMA®

Senior Vice President of Business Development

Mr. Freeman leads Finspire’s business development efforts, focused on forging new relationships within the corporate consulting and private wealth lines of business.

About Finspire

Mission

Strive to improve our clients’ financial well-being

Vision

Maintain a progressive business model and build a team of like-minded, fiduciary-oriented professionals dedicated to enhancing the client experience.

Value

Work collaboratively with clients to pursue their financial goals, allowing them to spend more time on what matters most.

Most of all, we’re in this together.