Brian joined William Howard in 1997 as a Financial Planning Intern and became a full-time member of the firm in 2000. His job duties include financial planning analysis and advice, performance reporting, portfolio monitoring, securities trading, financial market analysis, and client meeting preparation. In addition to these duties, he provides research and content creation for the William Howard quarterly investment newsletter. He also manages the company website, and he assists with all client service areas.

Brian received his undergraduate and graduate degrees from the University of Memphis. He is a CERTIFIED FINANCIAL PLANNER™ professional and a current member of the Financial Planning Association of Greater Memphis.

Brian is a proud supporter of the University of Memphis Tigers. He enjoys working in the yard, home improvement projects, cooking for family, time at the lake with friends, and visits to the Great Smoky National Park.

Contact me at bbarthol@whcfa.com

Judy serves as our Client Services Representative and a Financial Paraplanner. She also helps oversee the management of our office. In these roles, she takes care of all our client’s account requests, oversees the Trustee duties, and assists with managing the office. Judy joined the firm in 1999 with 15 years of experience in the banking industry. She has a degree in Business Administration from Strayer University and three professional designations; the Financial Paraplanner Qualified Professional (FPQP), Certified Administrative Professional (CAP) and the Organizational Management (OM) designation. She is a member of the International Association of Administrative Professionals and serves as an Elder for her church. In her spare time, she enjoys music, reading, dinner parties, and making memories with family and friends.

Contact me at jbcarmichael@whcfa.com

Lillian Hoyer brings over a decade of dedicated expertise as a senior client services representative and financial planning associate at William Howard & Co. Since her start, Lillian has been instrumental in scheduling client meetings, collecting client data, and addressing client queries with precision. Lillian prepares comprehensive correspondences and standard reports, ensuring seamless communication. She also participates in client meetings and assists with establishing new accounts, managing client and custodian paperwork, and generating client portfolio reports. 

Outside the professional realm, Lillian finds comfort in various interests, from walking at the Morton Arboretum and local forest preserves to immersing herself in books and crafts. Home remodeling projects also occupy her time, alongside treasured moments shared with her son, daughter-in-law, and extended family.

Her altruistic spirit is shown through her support for charitable organizations like St. Jude's Children's Research Hospital, The Salvation Army, and the Tunnel to Towers Foundation, reflecting her commitment to making a meaningful difference beyond the workplace.

With a passion for client service, a keen eye for detail, and a heart dedicated to philanthropy, Lillian Hoyer embodies the essence of a well-rounded professional and community member.

Contact Lillian at lhoyer@whcfa.com.

Barker assists the financial planners in all areas of the financial planning process. His responsibilities consist of attending client meetings, gathering, and organizing client data, creating reports, and conducting financial analyses.

Barker graduated from the University of Mississippi in 2016 with a degree in Business Management and joined the William Howard & Co. team in June of 2017. He received his Financial Paraplanner Qualified Professional™ (FPQP™) designation in 2022 and is currently working on his CERTIFIED FINANCIAL PLANNER™ certification.

When not in the office, Barker enjoys spending time with family and friends, watching Ole Miss sports, attending concerts, playing golf, and playing guitar. He and his wife Genna have a three-year-old golden retriever named Bunker.  

George joined William Howard & Co. as an intern in June of 2021. He assists the team with daily operations with an emphasis on client performance reporting and security & market analysis. George obtained his undergraduate degree from the University of Mississippi in 2021 with a degree in Managerial Finance and Banking & Finance. He is currently working on his master’s degree in finance at the University of Memphis. Outside the office, George is an avid sports fan, especially Ole Miss and our Memphis Grizzlies. He also loves playing golf, listening to music, and going snow skiing.

Contact me at gcrews@whcfa.com

Madilyn “Madi” is the first smiling face you will see upon entering William Howard & Co. Aside from managing the front office, Madi assists the team by performing various responsibilities that serve the clients. She earned a bachelor’s degree in Vocal Performance from the University of Mississippi in 2021, completed the Chattanooga Fellows Initiative in 2022, and joined William Howard & Co. in August 2024. Madi is eager to expand her knowledge of financial planning and excited to build professional connections.

Outside of work, she enjoys participating in community theatre, singing with the Mississippi Choral Artists alongside Ole Miss Alumni, and spending time with loved ones.