Sean Williams, Cfp®, Ricp®, Chfc, Clu Email & Phone Number

Instrumental Wealth, LLC (Instrumental Wealth”) is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. For more information about Instrumental Wealth, please contact us at www.instrumentalwealth.com or refer the SEC Website (www.adviserinfo.sec.gov). This platform is solely for informational purposes.

Milwaukee, Wi, Us

As a Managing Director for Northwestern Mutual, I specialize in aligning professionals with their passion in regards to career opportunities. Whether you’ve just graduated or are looking for a more satisfying career where you can make an impact on others, Northwestern Mutual may be the fit you’ve been looking for. As a Northwestern Mutual financial representative, you will build lasting relationships with clients and help them achieve their financial goals. In doing so, you’ll help solidify your own future as well. The career offers flexibility at a company where hard work is valued and rewarded.

Washington, Dc, Us

-Responsible for daily operations of the Institute, including the training of over 1000 students annually. -Developed a comprehensive student writing program; administered to and evaluated 400 students a year, saving the Institute $75K/year.-Developed a staff presentation skills course now required for all incoming instructor personnel.

Washington, Dc, Us

-Developed training and tasked deployments for a battalion of 1500 Marines-Coordinated and planned the battalion's role in Operation Urban Thunder, a combined-arms, live fire exercise aboard Marine Corps Air Ground Combat Center (MCAGCC) in support of 7th Marine Regiment.-Rated as the top 10% among evaluated peers.

Washington, Dc, Us

-Responsible for the welfare and training of 50+ Marines and over $30 million of vehicles and equipment through two overseas deployments.-Planned and executed the integration of Landing Force Cooperation Afloat Readiness And Training (LF CARAT) platoon, consisting of 56 active and reserve Marines.-Planned and conducted a combined, joint amphibious assault in Indonesia and Thailand in coordination with Navy and foreign military personnel.-Led week-long bilateral AAV training, staff planning, & execution of a joint/combined amphibious beach landing in Thailand involving more than 20 AAVs & 300 infantrymen.-Developed, planned, and implemented an hour-by-hour schedule for Reverse Intermediate Location (RILOC), allowing for the Landing Force's proper turnover of $60 million of gear, equipment, and weapons and accountable retrograde of 300 Marines back to the U.S.-Deployed to the Republic of Georgia to provide infantry training and guidance to Company A, Georgian 31st Light Infantry Battalion, prior to their deployment to Afghanistan in support of Operation Enduring Freedom (OEF).

Master Of Business Administration (Mba)

Retirement Income Certified Planner

Chartered Financial Consultant

Chartered Life Underwriter

Bachelor Of Arts (Ba), Linguistics

Education record