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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Tamala Williams

CERTIFIED FINANCIAL PLANNER™, RICP®

770-455-0030

770-451-1865

tamala@keyplanning.com

Tamala graduated from North Carolina Central University with a Bachelor's degree in Sociology. She has been working in financial services for over 15 years, including experience with compliance and supervision of financial advisors....

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Donald Kowalsky

Registered Representative

770-455-0030

770-451-1865

He never stops educating himself about the ever-changing aspects of the financial services industry! Don has collected an array of professional designations over the years that run out the line beside his signature. Yet he started out...

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