JP Williams is a CERTIFIED FINANCIAL PLANNER™ professional
Founder, Wealth Advisor
“I love helping people develop a plan or vision for the life they imagine, and then working alongside them to see that plan become a reality.” – JP Williams
JP Williams is a CERTIFIED FINANCIAL PLANNER™ with a passion for helping clients create, pursue, and accomplish their unique financial and life goals. An important part of this process is assisting people in reaching their own definition of fulfillment—and that’s what drew JP to create Pillar Wealth Group.
With over 17 years of experience, JP specializes in financial planning, retirement planning, investment management, risk management, college planning, and estate planning.
To help clients focus on the most joyful and important aspects of their lives, his approach towards achieving financial wellness integrates values-first approach, life cycle and solution-based planning models. Building relationships throughout this journey—and having honest conversations beyond financials—is the most rewarding part of his job.
JP was born and raised in the Greater Cincinnati area. He received a Bachelor of Science in Business from Miami University. Prior to starting Pillar Wealth Group, JP affiliated with Mid Atlantic Financial Management, Inc. as an independent financial advisor, and First Financial Bank as a Vice President and Wealth Advisor where he led the start-up of Wealth Management services for the company’s Columbus and Central Ohio market. He also had over ten years of financial consulting experience at Fidelity Investments primarily focusing on retirement income planning for retiree clients.
JP, his amazing wife Cassie, and their three sons reside in Lewis Center, Ohio. In his free time, JP enjoys sports, traveling, reading, music, and the arts. He’s always had a passion for coaching and mentoring and is an active volunteer and youth coach in his community. The Williams family enjoys getting outdoors throughout every season. With three active boys, Cassie and JP spend countless enjoyable hours attending their boys’ sporting activities.
Chief Investment Strategist, Pillar Wealth Group
Roduit serves as the Outsourced Chief Investment Officer for Pillar Wealth Group. Pascal works with SMArtX Advisory Solutions and previously was a senior financial analyst at Mercer Park LP, a family office focusing on the acquisition of alternative investment entities. Before joining Mercer Park LP, Pascal was the chief risk officer and the director of quantitative research for the Rock Maple Funds, a fund-of-hedge-funds manager. At Rock Maple Funds, Pascal developed an investment “roadmap” for hedge fund of funds portfolio construction and risk management, based on the concepts of Omega. Pascal was a frequent speaker at hedge fund conferences, seminars, and round table events, both domestic and abroad. Previously, Pascal was the director of risk management at Pine Grove Asset Management. His past experience includes working at JP Morgan Securities; there he developed an investment/risk methodology known as Risk Appraisal Drives Absolute Returns (“RADAR”) and assisted in the portfolio construction process and manager due diligence for the creation of fund-of-hedge-funds products. Earlier in his career, he also developed and expanded the hedge fund advisory services for the bank’s Geneva office. It is at JP Morgan that Pascal developed the “Hedge Fund Cycle Map”, a macroeconomic based approach to evaluate hedge fund strategy performance. Prior to JP Morgan, Pascal was a fund manager at Deutsche Bank (North America and South East Asia Equity Funds), and at Lloyds Bank (Global Fixed Income Fund). At both institutions, Pascal was a member of the investment committee, responsible for the USD denominated managed accounts.
Roduit received a BA and an MBA from The American University, Washington, DC.
Sr. Services Manager
Amanda ensures that clients receive the best possible service. She is the first-person to call with every day questions about your service related issues. She will ensure that the appropriate member of our team responds to any query in a timely manner.
She currently resides in Aurora, OH with her teenage son. She loves to travel to new places in her free time and is an “expert cruiser”.
Adam H. Blumenthal
Business Development Manager
Adam H. Blumenthal consults and helps drive business development incentives for Pillar Wealth Group. He’s one of the premier business development training and recruiting experts in the financial services industry. Adam has been featured on ABC, NBC, CNN, Yahoo News, Crain’s Business, Cleveland Plain Dealer, and many other media outlets.
Adam also co-founded and narrates The College Authority’s Tip of The Week www.thecollegeauthority.com. The College Authority Tip of The Week is a free video series to help families find a smarter way to pay for college. The series discusses all the integral parts of the college admissions and financial aid process. It focuses on FAFSA, student scholarships, loans and more.
Adam received his Bachelor of Science in Business with an emphasis in Marketing and Finance from Miami University of Ohio in 1998. Before entering the college funding industry, Adam managed a large team of sales account executives at Capital Mortgage Services, Inc. in the position of Regional Vice President. Previously, his entrepreneurial drive led him to develop, and subsequently sell, Avalon Financial Corp, a firm specializing in client payment processing.
Adam is actively involved with the American Cancer Society. He is an eight-year mentor in the Morgan Apprenticeship Program, a unique, hands-on summer opportunity that pairs students with local entrepreneur mentors. Adam spent years as a soccer coach for his alma mater University School (Cleveland, Ohio). He now enjoys coaching his son Aiden’s youth soccer team. Most of all, Adam loves spending time with his wife, Elana and their two children, Aiden and Saige.
Client Success Associate/Paraplanner
Veronica manages the practice’s day-to-day workflow to operate smoothly, assists in entering, reviewing and confirming secure financial data in our financial planning software. She helps oversee operations providing administrative support.