Enlighten Wealth Planning
Andrea Koryn Williams
Wealth Management Advisor|CLU®, CFP®, ChFC®
Get to know our dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Andrea Koryn Williams
CLU®, CFP®, ChFC®
Wealth Management Advisor
With over 14 years of experience, my team and I can help you build a financial future by design. With an extensive history of working with physicians, dentists, business owners, and industry leaders, my goal is to work with you in building a strong and secure financial future.
Dana A Wallace
Advisor
Dana started her career in sales, with Fortune 500 companies like Kraft and Johnson & Johnson. With a career in Pharma, Biotech and Medical Devices, she moved to a role that more utilized her consultative and analytical skillsets in LTC Pharmacy.
After witnessing the financial complexities of the cost of care; and the impact it had on the lives of geriatric patients, she felt a need to help individuals prepare for the future. She transitioned into financial services in 2019, joining New York Life Securities with a goal of increasing the financial IQ of her clients.
In 2021, Dana joined Northwestern Mutual with Stella Oak Financial Services in Chicago as a Lead Advisor before becoming the Director of Financial Planning in 2023.
She holds a BA in Communication from American University in Washington, DC where she received an academic scholarship as a Frederick Douglas Scholar. She has a Series 6, 63 and 7, and is working on obtaining a CFP.
Alejandro Bolanos
Director of Operations
Alejandro began his career at Northwestern Mutual as a College Intern. While in the internship program he was mentored by Andrea Williams and achieved the Power of 10 accolade for his successful work in garnering a clientele. While interning at Northwestern, Alejandro completed his degree, and immediately began working with the Stella Oak-Chicago team. With his strong organizational skills and outstanding follow up, he has provided an excellent client experience.
Working for the company runs in the family as his two older brothers are also Financial Advisors out of the Chicago office. In his free time- Alejandro loves to spend time with his big family, a fan of theatre, cinema, and travel.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
