San Antonio Office
The San Antonio Office is directed by Donnie Laurence, Naviant Partner and Senior Wealth Advisor. He brings 27 years of experience in comprehensive financial planning and investment management along with the CFP® designation and the Certified Kingdom Advisor® (CKA®), Certified Estate Planner™ (CEP®), and Certified Retirement Counselor® (CRC®) credentials. At Naviant, Donnie delivers fully integrated wealth solutions that combine investment management, comprehensive financial planning, private and alternative investments, reporting and oversight, tax strategy coordination, estate planning, and philanthropic planning. His approach is holistic and intentional—helping clients steward wealth with clarity today while thoughtfully shaping a lasting legacy for generations to come.
Michelle Brim
Donnie Laurence, Jr. CFP®, CKA®, CRC®
Abby Williams, CFP®
Abby Williams, CFP®, is a Senior Wealth Planner at Naviant Partners, specializing in comprehensive wealth planning.
Abby brings a thoughtful blend of technical expertise, vision, and problem-solving to every client relationship. Since 2022, she has partnered closely with Donnie Laurence to design and implement results-driven wealth plans—proactively identifying risks, uncovering opportunities, and translating complex decisions into clear, actionable strategies aligned with each client’s long-term goals and values.
Abby earned a degree in Finance with a minor in Financial Planning from Texas A&M University. She began her career in 2019 at a San Antonio-based registered investment advisory firm, where she supported client service operations and helped establish a centralized service model to deliver consistent, high-quality support across the organization. She is a CFP® professional and is committed to helping clients move forward with clarity, confidence, and peace of mind.
Abby lives in East Texas with her husband, Matt, and their young children. Faith is central to their family life, and they are actively involved in their local church community. Outside of work, they enjoy bike rides, board games, and any opportunity to slow down and be intentional together.
Michelle Brim is a Senior Client Service Associate at Naviant Partners, where she delivers high-touch client support and serves as a trusted partner to Donnie and his team.
Growing up in a military family instilled in Michelle a deep respect for structure, confidence, and service—values that continue to guide her work with clients today. With more than 20 years of experience in financial services, she has held diverse roles ranging from supporting
members at USAA in San Antonio, Texas, to managing operational teams within a Transfer Agency.
Michelle earned her undergraduate degree from the University of New Mexico. She spent her childhood in Germany and has lived in several states, but now calls Boerne, Texas home with her husband, David. Together, they enjoy their blended family of four young adult children.
Donnie Laurence, Jr. is a Partner at Naviant Partners, serving as a Senior Wealth Advisor and leading the firm’s San Antonio office.
Donnie brings more than 27 years of experience in comprehensive financial planning and investment management. Over his career, he has built and led successful advisory practices at UBS Financial Services, Wells Fargo Advisors, and Raymond James & Associates. Most recently, he served as Managing Director at Stone Oak Wealth Management, a firm recognized by the San Antonio Business Journal as a top wealth management and planning firm from 2022 through 2025.
He holds the CFP® designation, along with the Certified Kingdom Advisor® (CKA®), Certified Estate Planner™ (CEP®), and Certified Retirement Counselor® (CRC®) credentials—reflecting both technical depth and a values-driven approach to advice.
At Naviant, Donnie delivers fully integrated wealth solutions that combine investment management, comprehensive financial planning, private and alternative investments, reporting and oversight, tax strategy coordination, estate planning, and philanthropic planning. His approach is holistic and intentional—helping clients steward wealth with clarity today while thoughtfully shaping a lasting legacy for generations to come.
Outside of work, Donnie is active in service and community leadership. He serves on multiple boards and is involved with C12, Faith Driven
Entrepreneurs, and the Baylor B Association.
A native Texan, Donnie lives in San Antonio with his wife, Jill. They are the parents of four adult children. He earned his undergraduate degree from Baylor University, where he was a four-year football letterman, and holds a master’s degree from Texas A&M–Kingsville.
