Our Mission

Our mission is to accompany you on your financial journey by continuously planning during the various stages of your corporate life and beyond. Our unique and tailored methodology allows us to craft a financial plan and investment approach to help shape a better future for you and your family.

Our Planning Process

We use a customized planning methodology, based on the various stages in the ARC of Life, which enables us to carefully identify your passion and create a personalized roadmap that allows us to accompany you on your journey.

Our Investment Philosophy

We guide our clients through the process of transitioning from accumulating assets to repositioning those assets for retirement. Our goal is to hit your long-term objectives with an asset allocation that is appropriate for your journey.

  • Employee Benefits Expertise
  • Financial Planning Insight
  • Emotional Elements of Life

Understanding You

At Willis Johnson & Associates, we take the time to understand you by combining employee benefits expertise and financial planning insight with the emotional elements of your life.

Every day we meet with corporate executives who have complex company benefits that are difficult to understand. The majority of our clients do not read their company's benefits book, but we do, and we understand how to take advantage of all that your company offers in the most tax efficient manner. Click Here to learn more.

Our clients come to us in various stages of their lives. Whether it’s planning for retirement, college, or the next generation, we take the time to understand our clients’ current situations and guide them through life’s journey. Click Here to learn more.

WJA’s mission is to counsel you and provide realistic solutions. Whether it’s caring for elderly parents or paying for college or a wedding, we are here to continuously plan and help make your dreams and needs a reality. Click Here to learn more.

OUR ASSOCIATES

Our diverse backgrounds, talents, and keen understanding of the ever-changing financial landscape allow us to help shape a better future for you and your family.

Willis Johnson, CFP®

Willis Johnson serves as the president and CEO of Willis Johnson & Associates. As a Certified Financial Planner®, Mr. Johnson provides a full complement of financial services to individuals as they go through the transitions in their corporate life. Most corporate professionals will retire once in their life, but Mr. Johnson has assisted hundreds of clients to navigate through the retirement process over the course of his career.

In the span of over 35 years, Mr. Johnson has honed decades of experience assisting clients as they struggle with almost every important financial decision you can imagine. He has helped these corporate professionals to overcome their emotions and objectively assess their available options. Mr. Johnson’s ability to listen to his clients’ motivations, paired with his acquired wisdom enable him to guide clients down a retirement path that maximizes their benefits while taking advantage of their unique opportunities along the way. Mr. Johnson considers himself both a financial advisor and a life counselor as he assists his clients in prioritizing their personal needs, offers realistic advice, and accompanies them on their path to financial success.

During his 35 years as an advisor, 13 years with a national financial advisory firm and 22 years as a principal at his own firm, Mr. Johnson implemented exclusive estate and financial planning techniques. His structured methodology– customized for each client– is still the basis of his approach today. Building grounded, long-term relationships while understanding client objectives and goals is the foundation of Willis’ success as a CFP® professional. Mr. Johnson received a Bachelor of Business Administration in accounting from the University of Houston. He also practiced with a national CPA firm before obtaining his CFP® designation.

 

CONNECT WITH Willis Johnson, CFP®

Nick Johnson, CFA®, CFP®

Nick Johnson CFA®, CFP® believes that financial planning is more than numbers on a balance sheet and a standardized process. People are unique and should be treated as such. As vice president and wealth manager at Willis Johnson & Associates, Nick’s goal is to develop a solid understanding of his clients while providing a proactive approach to comprehensive wealth management.

Nick is responsible for monitoring the financial health of his clients and providing timely updates regarding changes to their financial plans. To effectively monitor a client’s financial well-being, an advisor must have a firm grasp of the life passions and/or goals specific to that individual. It is Nick’s job to initiate productive conversations where he can combine his own financial planning wisdom with the unique emotional elements of a corporate professional’s life. Overall, Nick measures financial planning success by his ability to help corporate professionals maximize their hard-earned money. However, Nick considers himself successful as an advisor when clients naturally turn to him for financial advice as they would like a trusted family member or close friend. In addition to serving as an advisor, Nick serves an integral role as a member of Willis Johnson & Associates Investment Committee. The Investment Committee makes all of the decisions in regards to asset allocation, style/theme distribution, and security selection for their client portfolios. Nick’s strong analytical skills, dedication to the fundamentals of investing, and Chartered Financial Analyst designation bring unique insight to their investment decisions.

In school, Nick always had a passion for analytic research and analysis but found within himself the need to balance that with personal connections. These desires led him to pursue a dual major in finance and drama, along with a minor in economics from Trinity University. He thrived in the finance and economics classes, often finding himself leading study groups and teaching concepts that came easily to him.

While concurrently studying finance, Nick spent most of his free time in the theater department working on over 40 stage productions both in the department and the community at large. This in-depth study of the humanities let him deepen his understanding of the motivations and inter-workings of people, a skill he uses very much to this day. After graduating from Trinity University, Nick began working as an investment analyst at Willis Johnson & Associates He started his studies for the CFA® exam during this time as well. After gaining experience on the investments side, researching funds, tracking investments, and trading large blocks of client accounts, he moved over to the financial planning arm of the company and later transitioned into a financial advisory role. In addition to being a CFA®, Nick earned his designation as a Certified Financial Planner® after completing the board’s preliminary financial planning experience requirements and certification exam in April 2018.

Nick is a Houston native and uses his passion for learning to inspire the personal and professional development of the city’s working professionals and executives. He believes in the power of education to impact both the individual and their community by enabling more informed decision making in terms of their careers, their money, and most importantly, their life goals.

Nick is a strong proponent of continued education, which is reflected via his heavy investment in his personal career, the careers of the WJA team, and the lifetime careers of the clients he serves. During his free time, Nick lectures as an adjunct professor at the University of Houston Bauer College of Business, is involved in the CFA® Professional Mentorship Program, and is an active participant in the University of Houston Bauer College of Business’s SURE Program, which fosters a partnership between students and Houston’s business thought leaders and aspiring entrepreneurs from under-resourced communities.

When he’s not teaching or being taught, Nick enjoys spending time outdoors and embarking on weekend rock climbing excursions across the states. Connect with Nick on LinkedIn, or sign up for the WJA newsletter to browse his custom financial planning content and other educational resources.

CONNECT WITH Nick Johnson, CFA®, CFP®

Bob Lowerre

Bob Lowerre’s current position as a senior investment analyst with Willis Johnson & Associates allows him to assist in the implementation of model portfolios aligned to meet one’s risk tolerance. Bob is passionate about keeping up with current events and melding the current environment with suitable investment ideas. Utilizing technical analysis on the front end helps drive portfolio themes that are verified on the back end with fundamental analysis. Being a steward to the livelihood of others drives him on a daily basis. In addition, Bob handles a majority of the firm’s compliance tasks to ensure the firm is compliant with FINRA rules and regulations.

Previously, Bob worked at a one-man broker-dealer. As a college student, he worked part-time helping to create client review books and helping to open new accounts all the while absorbing as much as he could with respect to the current markets and market history. His boss opened his broker-dealer in 1962, so he gained a lot of valuable insight into market cycles and corresponding investment ideas. Bob eventually became so passionate about investments that he left the firm as an advisor to take his current position assisting in the modeling of client portfolios.

CONNECT WITH Bob Lowerre

Alexis Long, MBA, CFP®

Alexis Long is currently a wealth manager with Willis Johnson & Associates, which allows her to meet people from diverse backgrounds with different goals and to assist them in reaching those goals as efficiently as possible. For Alexis, financial planning combines an interest in producing detail-oriented financial plans with a desire to help people obtain their goals, whether it be retiring early, paying for their grandchildren’s educations, buying a second home, or leaving a legacy for their children. Understanding what is truly important to a client is key to good financial planning, along with providing solid technical advice.

Previously, Alexis worked at another wealth management firm which was her first job in the financial planning and advising industry. She was able to learn the basics of financial planning from the ground up and quickly expanded her knowledge as a paraplanner.

After graduating with a BBA from Texas Tech University, Alexis held positions ranging from real estate to bankruptcy law while searching for her true career passion. It was not until her attendance in the MBA program at the University of Saint Thomas that she started learning more about the financial planning and advising industry. Alexis recognized financial planning and advising was the career that best suited her.

CONNECT WITH Alexis Long, MBA, CFP®

Jason Mishaw, MSF

As an associate wealth manager at Willis Johnson & Associates, Jason Mishaw is actively involved in both the financial planning role and the investment management role. On the financial planning side, he helps to implement customized financial plans for WJA clients that maximize tax efficiencies through retirement and estate planning. On the investment management side, under the supervision of a senior wealth manager, he assesses the financial goals of WJA clients by considering income generation and risk tolerance, and assists in creating a customized strategy to further those goals.

Jason first gained experience in the asset management world during his internship at Merrill Lynch, where he gained initial exposure to active portfolio management. He began to see the value that he could provide for clients in establishing proper allocations among asset classes based on their risk tolerance. He also began to see the value of model-based investing that removes the element of emotion from the investing process.

Jason received a Master of Science degree in finance from the University of Houston C.T. Bauer College of Business. He received a B.A. in economics and a B.S. in biochemistry and cell biology from Rice University.

CONNECT WITH Jason Mishaw, MSF

Tyler Baker, CFP®

As an associate wealth manager at Willis Johnson & Associates, Tyler Baker enjoys guiding individuals and their families through the financial planning process. Tyler specializes in uncovering new opportunities that work to minimize client expenses, while increasing their savings.

Before joining WJ&A, Tyler developed his expertise working as a financial planning associate for a boutique wealth management firm in Atlanta, Georgia. He eventually worked his way up to the senior financial planning associate position while deepening his extensive background in wealth management. During this time, Tyler helped guide multiple clients through the complexities of cash flow management and retirement planning. His passion for consultative listening has been a key contributor to Tyler’s success developing pragmatic and actionable advice for clients working toward their financial goals.

Tyler graduated from the University of Georgia with two degrees, a Bachelor of Science in financial planning, and another in housing management and policy. While at the University of Georgia, he served as an elected representative in the Student Government Association and was a member of the Delta Sigma Phi social fraternity. Tyler received his CFP® marks shortly after graduation, and is an active member of the Financial Planning Association.

CONNECT WITH Tyler Baker, CFP®

Carolina Tagtmeyer

Carolina Tagtmeyer joined Willis Johnson & Associates in the spring of 2014 as an investment operations associate and has served in the financial services industry for eleven years. She has a degree in international business from UNISEB in Riberão Preto, São Paulo, Brazil and is currently pursuing an additional international relations degree at Florida International University.

Carolina’s experience also includes working as an investment advisor assistant for a wealth management office in Miami assisting with client services.

Outside of the office, Carolina enjoys paddle-boarding, boxing, spending time with her husband, son, and their dog, and volunteering at pet shelters.

CONNECT WITH Carolina Tagtmeyer

Geraldo Olivo

Geraldo graduated with a journalism degree from Texas A&M University in 1999 and began his career in public life where he served as special assistant to the mayor of Indianapolis and managed public and international relations. Geraldo continued his work in public life and moved to Washington, D.C., and managed compliance matters for one of the top campaign finance and election law firms in the nation.

 

After working several years in the Midwest and in the nation’s capital, Geraldo decided to come home to Texas and join his family’s long-standing insurance agency to help protect client assets as an insurance agent in the Houston area.  

 

After success in the insurance industry, Geraldo transitioned into working in the financial services industry where he recruited financial advisors across the nation. His experience in financial services led Geraldo to pursue a career working directly for a top wealth management firm, Willis Johnson & Associates, to lend his deep understanding of identifying client’s needs and goals.

 

With a passion for high-level professional service, Geraldo is responsible for communicating with and informing corporate executives on how they can benefit from the expertise of an individualized financial plan designed, implemented and monitored by WJA’s highly-experienced wealth managers. Geraldo is a native of the Houston area whose hobbies include writing plays, screenplays, and volunteering as Masters of Ceremonies for the Houston Latino Film Festival.

CONNECT WITH Geraldo Olivo

Bobby Cope, MS

Robert (Bobby) Cope joined Willis Johnson & Associates as a financial paraplanner in May of 2017 after recently graduating from the University of Alabama. For Bobby, entering the financial planning profession allows him to both assist the associate wealth managers of the firm in handling daily operations, and, more importantly, assist clients in various facets of their lives as they prepare for retirement.

During college, Bobby interned with Prospera Financial, a broker-dealer based in Dallas, which ultimately led to his decision to enter the wealth management profession in a financial planner position, specifically with a fee-based RIA as opposed to a traditional brokerage operation. Bobby liked the idea of pursuing an opportunity where he could spend time working under experienced wealth management professionals and learn aspects of the industry that cannot be taught in a classroom. While he has every intention of moving from the paraplanner role into the wealth manager role (sooner rather than later), he did not feel that he was ready to effectively add value to client’s lives by taking on the financial advisor role offered by so many traditional brokerage firms. Rather than focusing on gathering assets, he wanted to begin his career path with the opportunity to focus on the technical planning side, before moving more into addressing clients directly face-to-face as an advisor.

Bobby graduated Summa Cum Laude from the University of Alabama Honors College in May of 2017. He completed a dual degree program that awarded him an M.S. in Human Environmental Sciences, with a concentration in Family Financial Planning and Counseling, as well as a B.S. in Human Environmental Sciences, with a concentration in Consumer Sciences.  At Alabama, Bobby was a member of Delta Kappa Epsilon social fraternity, as well as many other groups and honor societies on campus.

In his spare time, Bobby enjoys playing golf, despite his unfortunate chipping ability. He likes to clear his head while jogging, throwing a baseball, and spending time with friends.  When he is back in Birmingham, he enjoys spending time with his family and attending the church where he grew up.

CONNECT WITH Bobby Cope, MS

Maritsa Parkman

As office administrator, Maritsa Parkman values the opportunity to wear many hats, as she is involved in the firm’s operations, human resources, and compliance departments. In addition to these responsibilities, Maritsa also serves as the firm’s first point of contact for handling incoming calls and scheduling client meetings.

Maritsa graduated from Texas A&M University in 2012 with a Bachelor of Science degree in psychology. After a few years of working in an administrative role at a small physical therapy clinic, Maritsa realized her strengths were in office operations and administration. This realization prompted her search for opportunities where she could better utilize her skills and grow within a company. Maritsa has been with Willis Johnson & Associates since 2016 and enjoys working alongside such a strong group of professionals with a great reputation in the industry.

Outside of the office, Maritsa enjoys health and fitness and can be found at the yoga studio taking classes daily. In her free time, she loves spending time with her husband, binge-watching TV shows, cooking, and trying new recipes.

CONNECT WITH Maritsa Parkman

Celina Fontenot

Celina Fontenot is currently the marketing communications manager for Willis Johnson & Associates. Her roles include helping coordinate and execute marketing efforts, as well as developing marketing strategies that help propel the firm’s goals.

Celina graduated from the University of Texas at Austin in December 2015 with a Bachelor of Science degree in journalism and a Bachelor of Arts in English. Celina began her career working as a content manager for a Houston IT Outsourcing company. After working alongside the marketing department for over a year, Celina decided she was ready to take on more marketing related responsibilities.

Her desire to grow led her to her current position at Willis Johnson & Associates, where she continues to utilize her content skills to contribute to the firm’s marketing efforts.

Celina enjoys working with a focused and driven team where she can help brainstorm new ideas and marketing strategies.

In her free time, Celina enjoys exploring Houston trails with her dog and reading.

CONNECT WITH Celina Fontenot

Ashley Richards

Ashley Richards joined Willis Johnson & Associates in December 2017 as a wealth management intern. She now serves as the firm’s client operations administrator and plans to enter into a wealth management role after she gains more practical experience.

Ashley graduated summa cum laude from the University of Houston, C.T. Bauer College of Business with a degree in finance and a certificate in personal financial planning. She is also a lifetime member of Beta Gamma Sigma, an international business honor society.

In her spare time, Ashley enjoys traveling with her husband and spending time with her family.

CONNECT WITH Ashley Richards

Allison Aubel

Allison Aubel joined Willis Johnson & Associates in July 2018 as a client operations administrator.

Allison graduated from the University of Alabama with a Bachelor of Arts in English in May 2013. Her previous experience includes working as an executive assistant at a management consulting and financial advisory firm, and most recently as an administrative coordinator at a consulting and investment banking firm.

Outside of the office, Allison enjoys traveling, attending sporting events and spending time with her husband and 3-year-old chocolate lab. 

CONNECT WITH Allison Aubel

Check the background of these investment professionals on FINRA's BrokerCheck.

Our Awards & Recognition

On June 12, 2014 Willis Johnson & Associates officially changed its name from Johnson Bender & Company. The name change was due to a firm buyout and an overall change in the strategy and direction of the firm.

While the name changed, WJA’s commitment to accompany you on your financial journey and craft a financial plan and investment approach to help shape a better future for you and your family remains the same.

2018

2018

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Willis Johnson & Associates was recognized as one of the top ten financial advisors and investment management firms in Houston according to an Advisory HQ News 2018 ranking. To view the full ranking, click here. For more information, click here.

 

Willis Johnson & Associates has been nominated and ranked as one of the top ten financial advisors in Houston. Willis Johnson & Associates did not make any solicitation payments to any of the award sponsor in order to be nominated or to qualify for the nomination of the award. The basis for each award presented on this website is provided by accessing the Internet link to the award sponsor which is available by going to the award sponsor’s icon or name shown on the web pages herein.

 

 

 

2018

RIA Cover Page Photo


Willis Johnson & Associates was ranked as one of the nations top RIA firms in the Financial Advisor Magazine RIA Survey and Ranking 2018.  To view the full ranking, click here. For more information, click here.

 

Willis Johnson & Associates was ranked number 422 in the Financial Advisor magazine RIA Survey and Ranking 2018. Willis Johnson & Associates did not make any solicitation payments to any of the award sponsors in order to be nominated or to qualify for the nomination of the award. The basis for each award presented on this website is provided by accessing the internet link to the award sponsor which is available by going to the award sponsor’s icon or name shown on the web pages herein.


2017

2017

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Willis Johnson & Associates was recognized as one of the top 400 RIA firms in the nation according to Financial Advisor Magazine’s 2017 RIA survey and ranking. To view the full ranking, click here. To read the full article, click here.

Ranked by discretionary and non-discretionary assets under management as reported on Form ADV. 

Third-party rankings and recognitions are not a guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

 

 

2017

Houston Business Journal – 2017 Top Wealth Management Firms! We moved up to #11 this year!

We were listed as #13 in last year’s list.

Ranked by Assets Per Local Client.

2017

FT_400_Advisers_Logo_2015

Willis Johnson has been named to the 2017 edition of the Financial Times 400 Top Financial Advisers. This list recognizes top financial advisers at nation, independent, regional and bank broker-dealers from across the U.S.

“Financial advisers from across the broker-dealer channel applied for consideration, having met a set of minimum requirements. The applicants were then graded on six criteria: assets under management (AUM); AUM growth rate; experience; advanced industry credentials; online accessibility; and compliance records. There are no fees or other considerations required of advisers who apply for the FT 400.”

2017

Cougar-100-Award 2

 

 

 

 

Willis Johnson & Associates is not affiliated with the University of Houston Cougar. Willis Johnson & Associates did not pay to be included in the survey. To be considered Cougar-owned, the company must be 51 percent owned by a Cougar or cumulatively by a group of Cougars. Cougar-led companies are considered those with a CEO, president, managing partner or chairman who is a Houston Cougar. Only companies that submit an application were eligible. Cougar 100 recognizes and celebrates the 100 fastest growing UH-owned or UH-led companies in the country.

 

 

 

2017

Advisory HQ Top Wealth Managers in the US 2017


Willis Johnson & Associates was recognized as one of the top ten financial advisors and investment management firms in Houston according to an Advisory HQ News 2017 ranking. To view the full ranking, click here.


Willis Johnson & Associates was nominated and ranked as one of the top ten financial advisors in Houston in 2017. Willis Johnson & Associates did not make any solicitation payments to any of the award sponsor in order to be nominated or to qualify for nomination of the award. The basis for each award presented on this website is provided by accessing the Internet link to the award sponsor which is available by going to the award sponsor’s icon or name shown on the web pages herein.

2016

2016

NABCAP has awarded Willis Johnson & Associates as a

Top Wealth Manager! Look for us in the March 2016 issue of Houston Business Journal!

http://www.bizjournals.com/houston/subscriber-only/2016/03/18/-2016-wealth- management-firms-and-1.html

NABCAP evaluates candidates on 20 categories of practice management. Characteristics of an advisory practice evaluated include but are not limited to: Years of experience, Credentials/Designations, Average AUM per client, Investment philosophy, Risk philosophy, U4/ADV status, and Customer service. Advisors are invited to participate by submitting an online questionnaire. No fee is paid to participate.

2016

2016 RIA Financial Advisor

Willis Johnson & Associates was recognized as one of the top 400 RIA firms in the nation according to Financial Advisor Magazine’s 2016 RIA survey and ranking. To view the full ranking, click here. To read the full article, click here.

Ranked by discretionary and non-discretionary assets under management as reported on Form ADV.

2013

2013

NABCAP has once again awarded Johnson Bender & Company as a

Top Wealth Manager! Look for us in the June 2013 issue of Houston Business Journal!

http://www.bizjournals.com/houston/print-edition/2013/06/28/whats-the-biggest-mistake-investors.html

NABCAP evaluates candidates on 20 categories of practice management. Characteristics of an advisory practice evaluated include but are not limited to: Years of experience, Credentials/Designations, Average AUM per client, Investment philosophy, Risk philosophy, U4/ADV status, and Customer service. Advisors are invited to participate by submitting an online questionnaire. No fee is paid to participate.

2012

2012

Click here to view the article that features Johnson Bender & Company in the June 2012 issue of Forbes Magazine!

2012

NABCAP has awarded Johnson Bender & Company as a
2012 Top Wealth Manager! Click here to view the award

NABCAP evaluates candidates on 20 categories of practice management. Characteristics of an advisory practice evaluated include but are not limited to: Years of experience, Credentials/Designations, Average AUM per client, Investment philosophy, Risk philosophy, U4/ADV status, and Customer service. Advisors are invited to participate by submitting an online questionnaire. No fee is paid to participate.

2011

2011

Johnson Bender & Company is featured in the December 2011 issue of

Forbes Magazine! Click here to view the article

2011

Texas Monthly Magazine Sept 2011 CoverJohnson Bender & Company is featured in the September 2011 issue of Texas Monthly Magazine!

2010

2010

Johnson Bender & Company recently has been notified that our firm has been included in the 2010 Financial Advisor Top Registered Investment Advisor Ranking!

Financial Advisors are nationally distributed, financial-services trade publications. Each publication independently bases its selections on assets under management, years in business, growth, ethical conduct, productivity and services offered. Most of the participating firms rank among the largest and most established in their industry.

The rankings are culled from more than 407 participants who completed the Wealth Manager survey and are based on assets under management, growth, productivity and client size. The research is independent and portfolio performance is not a factor. These rankings and awards may not be indicative of future performance. Working with a highly ranked advisor does not ensure that a client or prospective client will experience a certain level of performance or results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

2010

Johnson Bender is featured in the May 2010 issue of Forbes Magazine! Click Here to view the article.

2009

2009

2009 Barron’s List – The Top 1,000 Advisors

(Disclaimer) Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

The “Barron’s Winner’s Circle Top 1000” is a select group of individuals who are screened on a number of different criteria. Among the factors that advisors are assessed include their assets under management, revenues, the quality of service provided to clients, and their adherence to high standards of industry regulatory compliance. Portfolio performance is not a factor.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be constructed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

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