Corporate Profile
The Practice
The world of finances has become more and more complicated each day. Tax law changes, IRS rulings, a dynamic market place - even the most astute individuals find it nearly impossible to keep up with the intricate pieces of a well-organized plan.
It's with these thoughts in mind that Quintessential Advisors, Ltd. was formed. The diversity of our backgrounds provides you with the knowledge and skills necessary to effectively plan for your financial future.
As a business executive, your primary role is to ensure the financial stability of your company. It's important that you make efficient use of your time by aligning yourself with advisors who can provide valuable counsel in particular areas - employee benefits may be one of these areas. There is a balance you must reach between cost and benefit.
As an individual, your focus changes. How do you ensure that your business continues after you retire? How do you transfer wealth to other generations in the most tax efficient manner?
Quintessential Advisors, Ltd. represents a team of professionals uniquely qualifiied to evaluate the efficient use of your dollars. We are affiliated with National Financial Partners Corp. (NFP), a national organization of independent insurance and financial professionals. NFP is a collection of more than 300 firms throughout the country representing some of the best and brightest financial professionals. As a member of NFP we are able to represent the market place, as well as select proprietary products, when providing solutions to clients insurance, investment, and benefit needs.
 The Principals
Robert J. Cornett, Jr.
Partner
bcornett@quintadv.com
Bob is a widely known insurance professional with more than 25 years experience. He concentrates on business owners and the needs of their corporations. His particular areas of expertise include corporate life insurance planning, estate planning, strategic asset positioning, investment analysis, and employee benefit planning.
Bob has his degree in Business Administration from Miami University in Oxford, Ohio. He holds the CLU, ChFC, RHU, and REBC designations from the American College. He is also a registered principal with NFP Securities, Inc.
Judith K. Williams
Partner
jwilliams@quintadv.com
With more than 30 years in the financial field, Judi brings a corporate perspective to Quintessential Advisors. Judi previously was manager of budget and cost accounting at EG&G Mound where she was responsible for an annual budget in excess of $200 million. Judi is best known for her ability to maximize funding through critical analysis of issues and impact. Her particular areas of expertise include estate planning, pension accumulation analysis, investment analysis, and employee benefit planning.
Judi holds a Bachelor's degree in accounting from Miami University as well as a Master's in Human Resources from Wright State University. For nearly ten years, she served on the Board of Directors of Daymon Federal Credit Union; she was Chairman of the Board for a number of those years. Judi holds the CLU and ChFC designations from the American College. She also holds the CLTC certification from the Corporation for Long Term Care. She is a Registered Representative with NFP Securities, Inc.
 The History
Quintessential Advisors was formed in 1995 when Bob and Judi decided to join forces and form a company different than any other in the financial services industry. Where most advisors are compensated for their individual efforts, the partners of Quintessential Advisors share equally in the success of the company. Each partner draws from years of experience in different sectors of the financial services industry, resulting in a synergy that is unmatched.
|
