About Us

Covenant Wealth Advisors was established in 2004 by its current partners & founders Kevin Ekstrom CFP®, Nick Millard ChFC®, CLU® & Chip Williamson CFP®, Esq.  After years of working for a large financial services firm, our mission was to create our own practice that embraced three core tenets:

  1. First & foremost, we are here to serve our clients & their needs at a concierge level.
  2. To operate as an independent firm that is free to choose the best products & services to meet our clients’ needs.
  3. To capitalize on our 85+ years of combined & diverse experience, our numerous industry-recognized designations & our longstanding relationships with the most respected & accomplished attorneys & CPAs in the area.
Keychain & Image provided courtesy of Hobby3DPrinting.com
+
Combined Years of Experience!

From this we have built a practice that has consistently grown – despite the ups & downs of the equity markets.  We have also broadened our suite of investment management services to include higher-end strategies that are focused on mitigating risk & preserving & growing wealth during difficult & unpredictable times.  We continue to work closely with our clients, their CPAs & attorneys to create well-reasoned, financially sound solutions that provide them with the peace of mind & assistance they require to achieve their estate planning, charitable giving, & retirement goals.


Meet the Partners

Meet Kevin, Nick & Chip

Kevin Ekstrom CFP®

Kevin graduated from Broome Community College in 1980 with an Associate degree in Engineering Science and Clarkson University with a Bachelor’s degree in Mechanical Engineering in 1982.  He was a manufacturing engineer/program manager from 1982 until 1996 when he switched career paths to become a financial advisor with a company called AXA/Equitable.  He obtained his CFP license in 2001 and the Wharton School of Retirement Planning certification in 2007.  In 2004 Kevin, Nick & Chip formed their own independent investment and financial advisory business – now called Covenant Wealth Advisors, LLC.  

Kevin has been happily married for 20 years. He has 2 wonderful children – whom he has coached for basketball, baseball & softball until they reached middle school age.  Kevin’s & his family are very active outdoor enthusiasts and enjoy, camping, riding ATV’s, hunting & sport shooting.

Nick Millard ChFC®, CLU®

Nick began his financial services career in 1986 working for The Equitable Life Assurance Society which later became AXA/Equitable and AXA Advisors.  During his 20 year tenure there, Nick earned both the Chartered Financial Consultant and Chartered Life Underwriter designations from the American College in Bryn Mawr, PA.  Later he earned the Wharton School of Retirement Planning certification in 2007 mastering how to financially guide those approaching or already in retirement.  Then later in 2007, along with his 2 partners, Nick left AXA to open their own thriving practice.  In those 20 years at AXA/Equitable, Nick earned numerous company awards including being inducted into AXA/Equitable’s Hall of Fame.

Nick resides in Vestal NY with his wife and two daughters, is involved in many community service projects and active in his church.  You might see him playing ice-hockey at one of the rinks, pitching a softball game, or chasing after a golf ball in the woods!  The family plays tennis together regularly and enjoys vacations -usually at the beach.

Chip Williamson CFP®, Esq.

Chip started as a financial professional @ AXA Advisors in 2002 and earned both his CFP® & the Wharton School of Retirement Planning certification in 2007. He graduated from Syracuse University College of Law with his Juris Doctor (JD) degree in 1994 and passed the Pennsylvania bar exam that same year. He maintains his law license – but does not practice law under the Covenant Wealth Advisors umbrella. He also earned his Bachelor of Science (BS) in Finance from The State University of New York @ Binghamton, School of Management.

Chip has been involved in many community organizations over the years – but now finds most of his time away from work occupied being a husband to his lovely wife Melani, and a father to 4 wonderful children (Gracie, Dominick, Annie & Sophie). He is also an avid blogger & niche website operator. You can learn more about him and his family adventures @ TheParenthoodAdventures.com.

(Disclosure: Chip’s websites contain affiliate links & ads)



Meet Our Assistant

Wendy


Wendy is our Administrative Assistant. Wendy comes to us with 16 years of experience in the health care and commercial insurance industries having worked her way up from support staff to management positions. Wendy is rejoining the workforce after having homeschooled her son for 13 years. Wendy enjoys reading, cooking, baking, downhill skiing, the beach, spending time with friends & family, and coffee!


Contact Us Today!

Call or email us today to schedule a free consultation.