Our Representatives

At present, Williams & Company Financial Services is proud to have representatives throughout outstate Michigan serving most school districts. To locate contact information on your representative, click on your school district below.

Adams Township School District

Airport Community Schools

Alanson Littlefield Public Schools

Alba Public School

Alcona Community Schools

Allegan AESA

Allegan Public Schools

Allendale Public Schools

Alpena Public Schools

Alpena-Montmorency-Alcona ESD

Avron Township School District

Atlanta Community Schools

Autrain-Onota Public Schools

Baldwin Community Schools

Bangor Public Schools

Bangor School District 8

Baraga Area Schools

Bark River-Harris Schools

Bear Lake Schools

Beaver Island Community School

Bedford Public Schools

Belding Area Schools

Bellaire Public School

Benton Harbor Area Schools

Benton Harbor Charter School

Benzie County Central Schools

Berlin Township School District 3

Berrien County RESA

Berrien Springs Public School District

Bessemer City School District

Big Jackson School District

Black River Public Schools

Bloomingdale Public Schools

Boyne City Public Schools

Boyne Falls Public School

Brandywine Community Schools

Bridgman Public School District

Brimley Area Schools

Buchanan Community Schools

Buckley Community Schools

Burr Oak Community Schools

Burt Township Schools

Byron Center Public Schools

Cadillac Area Public Schools

Caledonia Community Schools

Calumet/Laurium/Keweenaw Public Schools

Carney Nadeau Public School

Casman Academy

Cassopolis Public Schools

Cedar Springs Public Schools

Central Lake Public Schools

Central Montcalm Public Schools

Centreville Public Schools

Carlevoix Public Schools

Carlevoix-Emmet ISD

Chassel Township Schools

Cheboygan Area Schools

Cheboygan-Otsego-Presque Isle ESD

Chelsea School District

Climax-Scotts Community Schools

Coloma Community Schools

Comstock Park Public Schools

Comstock Public Schools

Constantine Schools

Coopersville Public Schools

Copper Country ISD

Countryside Academy

Covert Public Schools

Crawford Ausable

Dansville Schools

Decatur Public Schools

Detour Area Schools

Dollar Bay-Tamarack City Schools

Dowagiac Union Schools

Dundee Community Schools

East Grand Rapids Public Schools

East Jordan Public Schools

East Lansing Public Schools

Eastern Upper Peninsula ISD

Easton Township Shool District 6

Eau Claire Public Schools

Edwardsburg Public Schools

Elk Rapids Public Schools

Ellsworth Community School

Elm River Towhnship School District

Engadine Consolidated Schools

Escanaba Area Schools

Ewen Trout Creek Schools

Excelsior Township District 1

Fennville Public Schools

Forest Area Community Schools

Forest Hills Public Schools

Frankfort-Elberta Area Schools

Free Soil Community Schools

Fremont Public Schools

Fruitport Community Schools

Galesburg Augusta Community Schools

Galien Township Schools

Gaylord Community Schools

Gladstone Area Schools

Glen Lake Community School

Glenn Public Shool

Gobles Public Schools

Godfrey Lee Public Schools

Godwin Heights Public Schools

Gogebic Ontonagon ISD

Grand Haven Public Schools

Grand Rapids Community College

Grand Rapids Public Schools

Grandville Public Schools

Grant Public Schools

Grant Township School District #2

Gull Lake Community Schools

Gwinn Area Community Schools

Hagar Township School District 6

Hamilton Community Schools

Hancock Public Schools

Harbor Springs Public Schools

Hart Public Schools

Hartford Public Schools

Haslett Public Schools

Hesperia Community Schools

Hillman Community Schools

Holland Public Schools

Holt Public Schools

Holton Public Schools

Hopkins Public Schools

Houghton Lake Community Schools

Houghton-Portage Township Schools

Hudsonville Public Schools

Ionia Township School District 2

Iron Mountian Public Schools

Ironwood Area Schools

Ishpeming School District 1

Jefferson Schools

Jenison Public Schools

Johannesburg-Lewsiton Area Schools

Kalamazoo RESA

Kalamazoo School District

Kaleva Norman Dickson School District

Kalkaska Public Schools

Kelloggsville Public Schools

Kenowa Hills Public Schools

Kent City Community Schools

Kent ISD

Kentwood Public Schools

Kingsley Area Schools

Lake City Area Schools

Lake Linden-Hubble Schools

Lake Michigan College

Lakeshore Public Schools

Lakewood Public Schools

L’Anse Area Schools

Lansing School District

Lawrence Public Schools

Lawton Community Schools

Leland Public Schools

Lenawee County ISD

Les Cheneaux Community Schools

Leslie Public Schools

Lewis Cass ISD

Littlefield Public Schools

Lowell Area Schools

Ludington Area School District

Mackinac Island Public Schools

Mackinaw City Public Schools

Mancelona Public Schools

Manistee Area Public Schools

Manistee ISD

Manton Consolidated Schools

Marcellus Community Schools

Marion Public Schools

Marquette Alger RESA

Marquette Public Schools

Martin Public Schools

Mason Consolidated Schools

Mason County Central Schools

Mason County Eastern Schools

Mason Lake ISD

Mason Public Schools

Mattawan Consolidated School

McBain Rural Agricultural Schools

Mendon Community Schools

Menominee Area Public Schools

Menominee ISD

Mesick Consolidated Schools

Mona Shores Public Schools

Monroe County ISD

Monroe Public Schools

Montague Area Public Schools

Moran Township School District

Munising Public Schools

Muskegon Area Public Schools

Muskegon Area ISD

Muskegon Heights Public Schools

Muskegon Public Schools

N.I.C.E Community School District

Nagaunee Public Schools

New Buffalo Area Schools

Newaygo County RESA

Newaygo Public Schools

Niles Community Schools

North Central Area Schools

North Central Michigan College

North Dickson Public Schools

North Muskegon Public Schools

Northport Public School

Northview Public Schools

Nottawa Community Schools

Oakridge Public Schools

Oceana ISD

Okemos Public Schools

Onaway Area Schools

Onekema Consolidated Schools

Ontanagon Area Schools

Orchard View Schools

Oscoda Area School District

Otsego Public Schools

Ottawa Area ISD

Palo Community School District

Parchment School District

Paw Paw Public Schools

Pellston Public Schools

Pentwater Public Schools

Petoskey Public Schools

Pickford Public Schools

Pine River Area Schools

Plainwell Community Schools

Portage Public Schools

Portland Public Schools

Powell Township School District

Public Schools of Petoskey

Ravenna Public Schools

Reeths-Puffer Schools

Republic Michigamme Schools

River School, Sodus Twp. #5

River Valley School District

Riverside School, Hagar Twp. #6

Rockford Public Schools

Rogers City Area Schools

Rudyard Area Schools

Saranac Community Schools

Saugatuck Public Schools

Sault Saint Marie Area Schools

Schoolcraft Community Schools

Shelby Public Schools

Sodus Township School District 5

South Haven Public Schools

Sparta Area Schools

Spring Lake Public Schools

St. Ignace Area Schools

St. Joseph ISD

St. Joseph Public Schools

Stanton Township Public Schools

Stephenson Area Schools

Stockbridge Community School s

Sturgis Public Schools

Summerfield Schools

Superior Central Schools

Suttons Bay Public Schools

Thornapple Kellogg Schools

Three Rivers Community Schools

Traverse Bay Area ISD

Traverse City Area Public Schools

Tri County Area Schools

VanBuren ISD

Vanderbilt Area

Vicksburg Community Schools

Wakefield-Marenisco School District

Walkerville Public Schools

Watersmeet Township Schools

Watervliet Public Schools

Wavecrest Career Academy

Waverly Community Schools

Wayland Union Schools

Webberville Community Schools

Wells Township School District

West Iron Public Schools

West Ottawa Public Schools

Wexford-Missaukee ISD

White Cloud Public Schools

White Pigeon Community Schools

White Pine Public Schools

Whitefish Township Community Schools

Whiteford Agricultural Schools

Whitehall District Schools

Williamston Community Schools

Wolverine Community Schools

Wyoming Public Schools

Yale Public Schools

Zeeland Public Schools

Registered Representatives:

Dean Grossnickle

Registered Representative

Legend Equities Corporation

Ph: 231-499-9814

Email: dean@williams-co.com

Dean has been married for 31 years to Debra and has 2 children that are both currently attending college. He is thankful for the lifestyle he’s had living in rural Manistee County for all of his life. For the past 11 years, Dean has worked in the insurance and finance fields and has spent the last 10 years working for Williams & Company. His goal is to continue to serve his clients and help them to reach their retirement goals.

Alan McLean

Registered Representative

Legend Equities Corporation

Ph: 989-873-6923

Email: alan@williams-co.com

Al has been a registered representative of Legend Equities Corporation and a financial advisor with Williams & Company for 10 years after several years in the public education field. He began as a teacher, Assistant Superintendent and then Superintendent of Whittemore-Prescott and Maple Valley Schools. Al has been married for 38 years, has 3 children and 1 grandson and enjoys farming and hunting in his spare time. With his experience in education, he feels he understands the needs of the public school employee and is determined to help teachers reach their retirement goals.

Ron Williams

Registered Representative

Legend Equities Corporation

Ph: 231-590-3842

Email: ronald@williams-co.com

Ron began his 403(b) career in 1997 and began working with Williams & Company in the fall of 2001. He has lived in Northern Michigan for 25 years and has been married to his wife, Theda, for 32 years. They have 3 children and 2 grandchildren. Ron is the Northern Michigan Regional Manager for Williams & Company and enjoys working with the public school employees, helping them in working toward their retirement goals.

Mark J. Williamson

Registered Representative

Legend Equities Corporation

Ph: 231-590-3842

Email: mark@williams-co.com

Mark joined W&C in 2001 after 12 years with Blue Cross Blue Shield of Michigan and Priority Health. He has almost twenty years of experience designing and implementing cost effective benefit packages for public and private employers of various sizes. Mark uses his managed health care and communication skills to help his clients control costs in ways that each employee can understand and appreciate. In addition, Mark has over 8 years of experience in retirement planning and investment planning for public school employees. Mark lives in Spring Lake where he enjoys an active outdoor life with his wife and their three children.

Gary Lucas

Registered Representative

Legend Equities Corporation

Ph: 616-399-0492

Email: gary@williams-co.com

After 30 years as a high school educator, Gary retired from the West Ottawa Public School District in 2002 where he coached, taught instrumental music, and was the Assistant Principal and Principal for his last 11 years. From there, he spent the next five years as a Field Coordinator in the College of Education at GVSU. He joined Williams and Company as a Registered Representative in 2003 and is currently the Western Michigan Regional Manager. He enjoys meeting new people, remaining in contact with school employees and assisting them with their retirement planning. Gary has been married for 38 years to his wife Denise, who works as part of the office staff at Williams and Company. Together they have two children and two young grandchildren, with whom they enjoy spending time.

Roger Elford

Registered Representative

Legend Equities Corporation

Ph: 989-277-5231

Email: roger@williams-co.com

With 34 years in the educational field, as teacher, coach and administrator, Roger has an understanding of school employees and their retirement needs. He is a past-president of MASSP, a former board member for NASSP and a member of MARSP. Roger is married and has 2 grown children and is proud to be a Financial Advisor and with Williams & Company LLC and a Registered Representative and Legend Equities Corporation.

Lance Marcell

Registered Representative

Legend Equities Corporation

Ph: 906-779-9459

Email: lance@williams-co.com

Lance Marcell was born and raised in the Dickinson County area where he still resides today. His family enjoys living in the Upper Peninsula, where he along with his wife and 3 young children, have spent many hours camping and seeing much of the beauty and history the U.P. has to offer. Lance began working with Williams & Company in 2005, prior to that he worked for 11 years as an independent consultant to U.P. Business owners regarding Corporate and Employee Benefit Packages. Lance enjoys meeting new people. He is proud to be a part of W&C and is happy to help his clients balance living today, while planning for their future.

Mark Watson

Registered Representative

Legend Equities Corporation

Ph: 269-467-9622

Email: markwatson@williams-co.com

After his discharge from the Navy, Mark attended college in Greenville, PA where he graduated with dual degrees in accounting in 1979. For the next 17 years, Mark was employed by multiple colleges in their financial departments, working with not only personnel and payroll functions, but with investments and endowment funds. Throughout his career, Mark has worked closely with educators, encouraging them to establish and contribute to their retirement funds and providing guidance in the placement of said funds. For the last 3 years, Mark has been employed with Williams & Company where he continues to work within his passion of helping educators plan for their future.

Douglas Bagley

Registered Representative

Legend Equities Corporation

Ph: 616-847-2109

Email: doug@williams-co.com

Doug has been with Williams & Company since 2006, after working with Saturn of Holland followed by coordinating Dave Ramsey’s “Financial Peace University” for 4 years. He specializes in 403(b) retirement plans and Michigan School Employee Pension Plans, Life and Long Term Care Insurance. It is his mission to create and maintain a high quality retirement plan for school employees. Doug, along with his wife of 27 years, live in the Grand Haven area. The Bagley’s have 2 children and Doug enjoys golfing and woodworking in his spare time.

Gary Allen

Registered Representative

Legend Equities Corporation

Ph: 989-506-4642

Email: garyallen@williams-co.com

Gary began his career with Williams & Company in 2007 and totally enjoys working with educators planning for their future. With an extensive career in the Michigan school systems, from teacher to principal to superintendent of schools in Mt. Pleasant, Gary believes he has a strong understanding of the needs of the public school employees. Gary has been married for over 37 years and has 3 children and 2 grandchildren and enjoys golf and traveling in his spare time. Gary looks forward to his future with Williams & Company and working with the public school employees.

Gary Grundman

Registered Representative

Legend Equities Corporation

Ph: 231-547-7363 Email: garygrundman@williams-co.com

Gary graduated from Central Michigan University in 1973 and spent the next 6 years as a teacher and coach in the public school system. He continued his career for the next 27 years as a High School Principal in the Charlevoix area. In 2007, Gary joined Williams & Company as a registered representative and thinks educators are a special group of people and enjoys helping them plan for their retirement. Gary & His wife Laurie, have 2 children and enjoy hockey, golf and traveling in their spare time.

Al Gort

Registered Representative

Legend Equities Corporation

Ph: 269-428-7004

Email: algort@williams-co.com

Vicki Gort

Registered Representative

Legend Equities Corporation

Ph: 269-428-7004

Email: vickigort@williams-co.com

Vicki & Al have been married for over 30 years and have 2 daughters. Al spent 20 years moving around in the Electric Utility Field and retired from DC Cook Nuclear plant in 2000 to join Vicki in her tax and investment planning practice as the Information Technology Director. Licensed with the State of Michigan in Life & Health & Securities, Al works with Vicki in the Williams & Company Financial Services branch office in Stevensville. He works with corporate and public school employees to plan and transition into retirement life. Al joined W&C in May of 2008 after working for MEA Financial Services since 2002.

Vicki spent the last 22 years in her quest to prepare her clients for current needs and future goals. She does retirement transition planning with the 4 Michigan Retirement Systems: MPSERS, State Employees, State Police and Judges as well as local corporations. Vicki is passionate in her mission to educate and assist school employees with planning, investing and looking forward to reaping the rewards of a well-planned future.

Legend Equities Corporation and its affiliates do not provide tax information or advice.

Tim Irwin

Registered Representative

Legend Equities Corporation

Ph: 616-540-0266

Email: tim@williams-co.com

Tim joined Willians & Company as a registered representative in 2009 after spending 30 years working in the private sector, nearly 10 of those, running his own company. He and his wife of 25 years have 4 children and enjoy spending time at their cottage on Little Pine Island in the summers. Tim enjoys volunteer coaching in his free time. Tim believes he understands the school employee retirement pension and benefits and is anxious to help his clients plan for their future.

Joshua Williams

Registered Representative

Legend Equities Corporation

Ph: 616-257-7221

Email: joshua@williams-co.com

Josh graduated from Northwood University where he played on the football team for 5 years. After finishing his bachelor's degree in Banking/Finance and Management he went on to get is Master’s Degree in business and administration from the DeVoss Graduate School of Management. Since finishing his schooling, Josh has moved back to West Michigan and became licensed with Legend in 2009. Since that time, his focus has been on assisting the Michigan school employee in their investment planning and retirement needs.

Dean Roelofs

Registered Representative

Legend Equities Corporation

Ph: 616-638-5321

Email: deanroelofs@williams-co.com

Dean grew up in Holland, graduated from Calvin College and now resides in Sparta with his wife, Mary Jo. Together, they have 2 children in college and one in high school. He has long believed that it’s never too soon to save for college and enjoys sharing his college planning experience with those that are interested. Having worked in financial services since 1990, with a 2-year hiatus as a guidance counselor at Asuncion Christian Academy in Paraguay, Dean enjoys working with people who recognize the importance of saving and planning for their future. Dean enjoys working with the staff at Williams & Company and looking forward to helping more educators in building their personal retirement plan.

Fred Tobin

Registered Representative

Legend Equities Corporation

Ph: 517-669-8874

Email: fred@williams-co.com

Fred has been an active investment and insurance professional since 1987, beginning as an independent property and casualty agent for 13 years. Since 1995, Fred has worked with 403(b) retirement plans in the mid-Michigan area with Security First Group, which is a subsidiary of Metlife. In 2008 he joined Williams and Company and takes great pride in the services he has been able to provide to public school employees for the last 14 years and looks forward to doing more in the future. Fred is married to Dr. Sue Tobin and has two daughters.

Kyle Clement

Registered Representative

Legend Equities Corporation

Ph: 616-257-7221 Email: kyle@williams-co.com

Kyle spent time pursuing his career in football, playing for the Pittsburgh Steelers. After retiring from football, due to a knee injury, Kyle joined the team at Williams & Company as a financial advisor. In his spare time, Kyle enjoys playing golf and enjoying his time with his wife Adrienne and their dog, Oscar. He is happy to work with Grand Rapids Public Schools, Forest Hills and East Grand Rapids, and looks forward to helping people plan for their retirement.

Jack Wallington

Registered Representative

Legend Equities Corporation

Ph: 616-240-8757

Email: jack@williams-co.com

Jack and his wife Karen, both retired public school teachers, reside in the Marion area. They have four daughters, three sons-in-laws and four wonderful grandchildren and enjoy spending time with their family at their cabin in the UP.

Jack’s educational experience included time as a teacher, elementary principal, assistant superintendent and superintendent. With this new step in his career, he’s committed to educating school employees about the Michigan Public School Employees Retirement System (MPSERS) and working to help these employees meet their retirement goals and needs.