Briana  Oltmann,  CFP<sup>&reg;</sup> - Financial Advisor

Briana Oltmann, CFP®

27 E Coshocton St
Johnstown, OH 43031-1056
(740) 967-7999 CONNECT WITH Briana
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Briana Oltmann is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Johnstown, OH and the surrounding communities.

Financial Advisor Overview

Briana Oltmann began working part-time for her grandfather, Charlie, at C.E. Williams Financial when she was 16 and enjoyed the family business so much that she joined full-time after graduating from Ohio State in 2007 with a Business Degree in Finance. She is now the CEO and enjoys working with tax and financial planning* clients and talking business with Grandpa Charlie. As a Financial Advisor, Briana works with each client to help them plan for their financial goals. She especially likes working with clients on retirement planning, debt reduction, and creating long-term financial plans. Outside of work, Briana enjoys serving on the missions team at the Church of Christ at Alexandria and on the Board of Directors at Lifeline Christian Mission. She also loves reading, baking, and exploring the outdoors with her husband and kids. She is a lifelong Johnstown resident and will always appreciate and support this community. Briana writes about her adventures with family and business at


Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

  • Other - Enrolled Agent (EA)

Insurance Licenses

  • Life insurance: Ohio
  • Fixed annuities: Ohio
  • Variable annuities: Ohio

Broker-Dealer Affiliation

Avantax Investment Services, Inc.

Broker-Dealer Disclaimer

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through Avantax affiliated insurance agency.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Business Taxes, Asset Allocation, Estate Planning, Corporate Finance, Investment Management, Mutual Funds, Insurance, Retirement, Life Planning, Startup, Succession Planning, Long-term Care, Sudden Wealth, Personal Taxes, Women's Finances


Helpful Financial Planning Resources