Meet Our Senior Management Team

Kenneth W. Williams, II

Ken has over 25 years of vast consulting, business and advisory experience. In addition, to being the Managing Director of the Firm, Ken is also the Managing Director of Williams, Jarrett, Smith & Co., P.C., which focuses on business tax and wealth preservation, Managing Director of Williams, Wilburn & Co., PLLC which offers audit and review services; and Williams & Partners, Int’l. which leverages several affiliates human capital and resources to provide Business Intelligence to those served. This experience offers the Firm’s clients with a breadth of knowledge to successfully adapt to change in order to minimize business risks while identifying and capitalizing on new opportunities.

Over the years, Ken has become a recognized Expert and developed an expertise to leverage financial, intellectual and human resource capital in order to provide a competitive advantage to his companies, and those which he serves. Ken has the ability to combine these skill sets into know-how. Know-how results in taking past knowledge and experience and applying it to new circumstances and situations, which benefits from the combination in whole or in part to the underlying conditions present. Know-how, combined with tenacity, proven experience and industry best practices results in a Competitive Business Advantage ®.

Ken’s formal education includes Bachelor’s of Science in Business Administration with a major focus in accounting with significant studies in finance and economics and from an undergraduate degree in Harvard Business School, Executive Education with focus on valuations, and corporate finance and case studies at Harvard Business School. Ken also has continued professional education, where he has taught and received over 1,500 hours in the areas of: tax compliance, setting up tax structures, estate planning, structuring and implementation, corporate finance and valuations, only to mention a few.

Jo Rice

Jo Rice specializes in tax, accounting and litigation support services for individuals, businesses and trusts. Her clients span all industries including construction, manufacturing, service, retail trades and professional firms. Among her other talents, Jo is available to speak to your group on financial and estate planning, accounting and tax topics and has given joint seminars for Internal Revenue Service and other groups.

Jo graduated Summa Cum Laude from Central State University, Edmond, Oklahoma with a Bachelor of Science degree in Education in 1970. She became a Certified Public Accountant in 1972. She has held tax, accounting and auditing positions for Kerr McGee Oil Company and Arthur Andersen. In 1977 she founded this firm as Jo Rice, CPA. In 1986, she was joined by Max Vowel and the practice became Rice & Vowel, CPA.

Jo became a Certified Financial Planner in 1987 (CFP); a Personal Financial Specialist in 1996 (PFS); and was a Registered Investment Advisor with HD Vest, Inc., a non banking subsidiary of Wells Fargo, Inc., from 2001 through 2004 (RIA).

She was licensed in Certified Financial Forensics in 2010 and has completed the course work and successfully tested to obtain her license in Accredited Business Valuation. Jo is a member of the American Institute of Certified Public Accountants, the Oklahoma Society of Certified Public Accountants and the Tulsa Chapter of Certified Public Accountants.