Meet The Team

Dave Williams is President and founder of the Indianapolis-based RDW Financial Group. Dave’s passion for wealth management comes from his desire to help clients achieve their life goals. He leverages over 25-years of experience and background in Finance to help create comprehensive financial plans for his clients.

Dave is a graduate of Indiana University with a BS in Finance. For his clients, Dave believes that “Knowledge is Power” which is why his office has a Learning Center where he teaches his clients some of the best ways to help navigate through a successful retirement, with an emphasis on minimizing taxes, creating lifetime income blueprints, and legacy planning. He focuses on risk management and teaches clients how to help manage, control and minimize key risks.

Dave was awarded “Advisor of the Year” by Retirement Advisor Magazine in 2009 (formerly known as Senior Market Advisor Magazine). The Indianapolis Monthly also named him “Five Star Wealth Manager” for overall satisfaction in 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, and 2010, an award given to service professionals who provide exceptional service to their clients based on research with peers, advisory firms, regulatory groups and most importantly, consumers.

Stephanie has been with RDW Financial Group, full time, since April of 2013. She is responsible for scheduling, client relations and organizing the RDW Learning Center events as well as off-site events for clients and the community. Whether it’s booking speakers, making and sending invitations or doing set up or clean up, Stephanie takes care of it all. She has traveled extensively, but, when it came to raising her daughter, she knew Indiana is where she wanted to settle down. Stephanie is a graduate of IUPUI with a major in Tourism, Convention, and Event Management.

Winter is responsible for handling all client account servicing and documentation associated with client files. She has been in the customer service industry for over 20 years, for a majority of the time she was a General Manager of a Movie Theatre. She focused on valuing her patrons and inspiring her employees to always provide top notch customer service. After having her son, she realized she wanted to settle down and be more involved in family life. She has worked in other customer service and accounting positions and truly loves being around people. She enjoys being pool side with a good book, watching baseball, movies and having game night with her family.