Jeffrey Williams

As a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor, Jeffrey is passionate about helping individuals and families build confidence in their financial future. He believes that financial planning is about more than investments and numbers—it's about understanding what matters most to each client and creating a personalized roadmap to help them achieve their goals.

A native Texan, Jeffrey was raised in Katy, Texas, and earned a degree in Financial Planning from Angelo State University in 2014. He began his career shortly thereafter in the financial services industry working for a leading life insurance company and broker-dealer, Northwestern Mutual. In May 2026, he achieved the CERTIFIED FINANCIAL PLANNER™ certification, further strengthening his commitment to delivering comprehensive, fiduciary-focused financial guidance.

Jeffrey enjoys helping clients navigate life's important financial decisions, whether they are planning for retirement, building wealth, protecting their families, or creating a lasting legacy. He values the relationships he develops with clients and considers those connections to be the most rewarding part of his profession.

Beyond his professional work, Family and community are central to Jeffrey’s life. He and his wife Caitlin, his high school sweetheart, have been married for over 12 years and are raising two children—Ella and James in Katy, Texas. His wife serves as a kindergarten teacher, and together they are actively involved in their local church. Jeffrey is a former Bible study director and teacher, and currently a deacon at Houston’s Second Baptist South Campus, and faith has been a significant influence on his life and values.

Jeffrey has demonstrated a deep commitment to serving others. He and his family had the privilege of serving as a foster family for two young boys for two years while living in Beaumont, Texas. He also made the extraordinary decision to become a living kidney donor, donating a kidney to a cousin in need. These experiences reflect the compassion, generosity, and dedication that he brings to both his personal life and his relationships with clients.

Jeffrey enjoys movies with his family, watching football, coaching kids sports, and spending time with his dog Belle. He also loves Mexican food and says he could eat it every day and die a happy man.

As part of the Faulk Financial team, Jeffrey is proud to help clients pursue financial confidence through thoughtful planning, trusted advice, and lasting relationships.