Angie Osili CFP®

Financial Advisor & Owner

Angie is passionate about helping individuals and business owners protect and preserve what they have worked so hard to accumulate. She believes that wealth management goes well beyond investment mix and that a solid strategy can provide clients with financial security and confidence, ultimately giving people the independence they deserve.

In addition to her experience as a financial advisor, Angie has a background in corporate financial planning and strategy. While this provided an arena to hone her business financial skills, she realized working directly with individuals and small business owners is more fulfilling. When asked to join WIN Advisors Group, she knew it was the perfect opportunity to switch from the corporate financial world to helping individuals and small business owners make confident decisions toward achieving their goals and live the life they aspire to. She is excited to work with clients to determine what successful retirement looks like and implement a strategy to achieve it. Angie holds an undergraduate degree in financial planning as well as a master’s degree in business administration. In addition to being a Certified Financial Planner™, she currently holds Series 7, 63 and 65 securities licenses and is a life, health and long-term care insurance professional.

Realizing that living the life you want is a measure of success, Angie loves spending time with her husband Dan and daughter Sydney. She enjoys crossfit, trail running and getting out to explore the great Colorado wilderness.

Contact Angie Osili: angie@winadvisorsgroup.com

 

Angie was named a 5 time Five Star Wealth Manager by 5280 and ColoradoBiz magazines. This select group represents less than 4 percent of the wealth managers in the Denver area.

Craig E. Williams

Financial Advisor & Founder

Craig launched the Williams Investment Network (WIN) in 2001, and as an Investment Advisor Representative and Certified Retirement Coach he has helped people live life on their own terms ever since. He was named a Five Star Wealth Manager by 5280 and ColoradoBiz magazines for six consecutive years. Craig was also featured in a 2014 special Wall Street Journal wealth management report as one of the “Ten Five Star Wealth Mangers You Need to Know.” Prior to launching WIN, Craig had a successful career in the high-tech industry. He held senior management positions with several Fortune 500 companies, including Prime Computer, Tandem Computers and Nortel Networks. Craig received a Master of International Management (MIM) degree from the Thunderbird School of Global Management (now part of Arizona State University). He received a Bachelor of Arts degree from St. Lawrence University in Canton, New York. He currently holds Series 6, 7, 63 and 65 securities licenses. Craig and his wife, Rhonda, moved to Colorado from Southern California in 1992 and in 2024, they launched the Craig & Rhonda Williams Feeding Dreams Foundation. When he is not helping clients to achieve their financial goals, Craig works with Rhonda and other volunteers at the Foundation to provide financial assistance to high school students seeking further educational opportunities and to charitable organizations which provide food and nutritional resources to children facing hunger.

Contact Craig Williams: craig@winadvisorsgroup.com

 

Mr. Williams was named a 2012, 2013, 2014, 2015, 2016, and 2017 Five Star Wealth Manager by 5280 and ColoradoBiz magazines.

Portfolio Design Team

Axiom is the group of Certified Financial Analysts (CFAs) and other investment professionals who have partnered with WIN to design and construct the customized portfolios on the Axiom platform. This link will provide you with background information on the Axiom mission as well as brief bios of the professionals associated with the team.

Link to Portfolio Design: https://www.axiomria.com/pages/about/executive_leadership.html