Meet the Willis Johnson
& Associates Team

Willis Johnson, CFP®

CEO

Nick Johnson, CFA®, CFP®

PRESIDENT

Alexis Long, MBA, CFP®

DIRECTOR OF WEALTH MANAGEMENT

Bob Lowerre

PORTFOLIO MANAGER

Adrian Gomez

DIRECTOR OF OPERATIONS

Leah Cessna, CPA

TAX MANAGER

Emily Johnson, CPA

SENIOR TAX ASSOCIATE

Maritsa Parkman

OFFICE MANAGER

Hailey Lamoree

CLIENT CONCIERGE

Glen Rives, JD, CFP®

WEALTH MANAGER

John Siegel, CFP®, EA

WEALTH MANAGER

Bekah Broad, MS, CFP®

ASSOCIATE WEALTH MANAGER

Steven Chambers, CFA®, CFP®

ASSOCIATE WEALTH MANAGER

Mitchell LeRoy, CFP®

ASSOCIATE WEALTH MANAGER

Sarah Sikorski, CPA, CFP®

ASSOCIATE WEALTH MANAGER

Brandon Young

FINANCIAL PLANNING ANALYST

Noah Baldazo

FINANCIAL PLANNING ANALYST

Hunter Anguiano

CLIENT OPERATIONS ASSOCIATE

Lucy Gift

CLIENT OPERATIONS ASSOCIATE

Megan Cline

CLIENT OPERATIONS SPECIALIST

Bethanie Baker

CLIENT OPERATIONS SPECIALIST

Elena Collot

DIRECTOR OF MARKETING

Jordan Lynch

MARKETING COMMUNICATIONS MANAGER

Jack Geresi

BUSINESS DEVELOPMENT & INSIDE SALES