Director of Investment Operations

Tabitha Williams is passionate about educating individuals on how to be good stewards of their money. She is a believer of the proverb, “Give a man a fish and you feed him for a day; teach a man to fish and you feed him for a lifetime.” Tabitha believes this is applicable to everyone’s financial situation as well. You can give someone a budget, but without the education and understanding of why the budget was created, how to follow through with the budget and how to make changes to adjust to their ever-evolving lives, the plan will almost always fail. Tabitha enjoys providing the support necessary, whether to clients directly or their advisors, to create, implement, and understand the plan for their financial future.

Tabitha is responsible for managing the day-to-day investment operations and maintaining a superior client experience. She applies her organizational skills and attention to detail to guarantee consistent and effective execution of systems and processes.

Tabitha has been in financial services and the financial literacy industry for over 10 years. She began her career as a registered representative and then gained experience working for an organization whose mission was to educate children and families on financial literacy skills. Before joining Worley Erhart-Graves, she oversaw compliance, administration, reporting, analysis, and accounting at another Registered Investment Advisor firm.

She is a graduate of Ball State University with a Bachelor of Science in Business Administration.

When Tabitha is not in the office, she enjoys spending time visiting local farmers’ markets, playing recreational volleyball, and exploring trails, creeks, and parks. Most of all, she enjoys spending time with her husband Dustin, son Shepard (5), newborn daughter Remi and labradoodles Shamrock and Teddy.