Meet the Willis Johnson
& Associates Team

Willis Johnson serves as the 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 Certified Financial Planner^® 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.

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 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.

Nick 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 mentoring or being mentored, Nick enjoys spending time outdoors and embarking on weekend rock climbing excursions across the states.

Alexis Long is the Managing Director of Wealth Management at Willis Johnson & Associates, which allows her to meet people from diverse backgrounds with different goals and help them reach those goals as efficiently as possible. After years of dedication to the firm, proven success, and exemplary leadership, Alexis was the first person beyond the Johnson family to be brought on board as a shareholder and board member of Willis Johnson & Associates. In her day-to-day activities, Alexis primarily focuses on empowering and managing our operations and financial planning staff while serving clients with their financial needs.

After graduating with a Bachelor’s degree in business with a minor in French from Texas Tech University, Alexis’ career started with positions ranging from real estate to bankruptcy law while searching for her true career passion. It was not until attending 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.

Before joining Willis Johnson & Associates, Alexis started in the financial planning and advising industry, working at another wealth management firm in an operations role. She learned the basics of financial planning from the ground up and quickly expanded her knowledge. 

She joined Willis Johnson & Associates in 2014 as a Paraplanner and quickly transitioned to the Associate Wealth Manager role the same year. By November of 2015, she had passed the Certified Financial Planner exam and received her designation as a CFP^® in April of 2016. She began leading client relationships as a Wealth Manager in 2017. As Director of Wealth Management, Alexis spearheads the development, organization, and strategy for her department and the firm.

Alexis is a proud member of various leadership, community, and professional development organizations.

G2 Leadership Institute, Class of 2020: The G2 Leadership Institute develops the leadership and business management skills of professionals preparing themselves for leadership positions within their advisory firms.

Financial Planning Association of Houston: FPA Houston is an organization dedicated to elevating the profession that transforms lives through the power of financial planning. Alexis has previously served on the Board of Directors for FPA Houston as the Career Development Director. 

Houston Estate & Financial Forum: Assisting the development and extension of professional skills in estate planning.

For Alexis, financial planning combines her interest in producing detail-oriented financial plans with a desire to help people reach their goals of retiring early, paying for a grandchild’s education, buying a second home, or leaving a legacy for their children.

Alexis is a native Houstonian who spent her childhood living and traveling abroad. Living abroad gave Alexis the chance to meet people from around the world and learn about the various passions and ambitions they hold.

Alexis has been married to her loving and supportive husband, Michael, for eight years, and they reside in west Houston. In addition to her professional accomplishments over the last five years, Alexis has become a mother to 3 precious little angels. Being a mother is what she would consider her greatest achievement, and she enjoys spending as much time as possible with her family. Now that her children are a little older, Alexis looks forward to traveling with Michael and her three children and watching them experience more of what the world has to offer. On the rare occasion that she has free time, Alexis enjoys trying new restaurants, running, and singing epic karaoke ballads.

 

Abrin Berkemeyer joined Willis Johnson & Associates in 2025 as a Senior Wealth Manager. In his role, Abrin creates personalized financial plans and investment strategies to help clients gain both clarity and confidence. His work centers on helping clients make informed decisions that align with their goals so they can focus more on what matters most in life. 

Abrin's approach is rooted in a deep understanding of each client's personal situation. He emphasizes honest dialogue and clear communication to build trust and ensure his advice evolves with clients' needs over time. With a background in actuarial mathematics, Abrin brings a risk-aware perspective to every plan, simplifying complex topics and identifying opportunities to support client’s long-term financial goals. 

Since entering the industry in 2017 with a fee-only advisory firm, Abrin has offered holistic guidance across retirement planning, investment management, estate planning, risk management, and tax strategy. He holds a Bachelor of Science in Actuarial Mathematics from Worcester Polytechnic Institute in Massachusetts. Abrin became a CERTIFIED FINANCIAL PLANNER™ professional in 2019 and later earned the Accredited Investment Fiduciary® (AIF®) designation in 2020 and Certification for Long-Term Care™ (CLTC®) in 2023. 

He defines success through the strength of the relationships he builds and the progress his clients make toward their goals. He takes pride in seeing clients grow more confident in their plans for their futures. 

Abrin remains active in the financial planning community and values opportunities to give back. He is a member of the Financial Planning Association of Houston, serves as a CFP® Board mentor, contributed to the Accredited Investment Fiduciary® curriculum, and has been featured in several media outlets. 

Outside the office, Abrin enjoys reading, exploring new restaurants, walking Memorial Park, and connecting with peers in the local professional community. Originally from Maine, he makes regular trips to the Northeast to visit family and spend time with his niece. 

Jeff Riley joined Willis Johnson & Associates in 2025 as a Senior Wealth Manager. With more than two decades of experience in comprehensive financial planning, Jeff provides clients with personalized strategies designed to simplify complexity, bring peace of mind, and help turn long-term goals into reality. 

Jeff believes that financial confidence begins with understanding how your resources can support multiple life goals when organized effectively. He helps clients reduce the burden of managing wealth by delivering actionable recommendations with clear execution, allowing them to focus on what matters most. 

Since entering the financial services industry in 2001, Jeff has developed deep knowledge across retirement planning, insurance, investment management, and tax strategy. He began his career as a personal banker before joining a large insurance firm, where he spent over a decade honing his planning skills and building a strong foundation in risk management. In 2015, he transitioned to a fee-only advisory firm working exclusively with high-net-worth individuals and families. 

Jeff earned a Bachelor of Business Administration in Marketing from Western Michigan University’s Haworth College of Business. He received the Chartered Life Underwriter® (CLU®) designation in 2011 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2012. 

For Jeff, success is defined by the confidence clients express in their plans and the trust they place in the relationship they have with him. He takes pride in helping individuals and families feel organized, assured, and aligned with their financial priorities. 

An active participant in the financial planning and nonprofit communities, Jeff serves on the board and committees of the Houston Estate and Financial Forum (HEFF), where he collaborates with fellow professionals to improve client outcomes. He also supports the Periwinkle Foundation as a camp counselor and advisory board member, helping provide life-changing programs for children and families facing critical illnesses. 

Outside of the office, Jeff enjoys studying foreign languages and writing music. He is a member of the Houston Songwriters Association and is currently expanding his knowledge of the German, Spanish, and Irish (Gaelic) languages. Jeff and his wife, Jill, enjoy cooking together, traveling abroad, and exploring everything Houston has to offer. 

John Siegel is a Certified Financial Planner™ practitioner with over a dozen years of experience in the financial services arena, as well as many years serving in capacities throughout the legal and non-profit sectors. It was John’s experience working in the legal field that inspired him to become a financial advisor.

He witnessed firsthand how the improper setup of trusts and probate wills burdened families with issues that could have been easily prevented with proper proactive planning. When working with the families he advises, John’s experience allows him to combine his rich industry knowledge with his passion for providing clarity and confidence to each client’s unique financial vision.

John joined Willis Johnson & Associates in 2018 as a wealth manager. Before joining the WJA team, John served as a wealth strategist for a leading private bank, as well as vice president of wealth planning for a comprehensive financial planning firm. While fulfilling these roles, John worked with business executives, business owners, and family guardians on a host of planning matters, helping them grow, preserve, and enjoy their wealth.

Preceding his career in financial services, John was an auditor for a probate court where he oversaw the administration of over 1500 estates and trusts. In addition, he worked as a paralegal for an estate planning law firm where he drafted planning documents and managed estate administrations. John also worked as a fundraising/development officer for education and health care institutions.

John earned his Bachelor of Arts at Macalester College in St. Paul, Minnesota, and completed his Certified Financial Planner^® studies at Rice University. He attained his Enrolled Agent (EA) designation with the Internal Revenue Service in 2019, allowing him to represent taxpayers on matters related to the preparation and filing of their tax documents before the IRS.

John is active in the professional community as a member of the Houston Estate and Financial Forum and the Houston Chapter of the Financial Planning Association. In 2009, he was recognized with the Distinguished Service Award by FPA Houston*, as voted by its membership, for his coordination efforts on the chapter’s public appearances at events. John has also served as both president and treasurer of the Planned Giving Council of Houston, as well as treasurer for the St. Stephen’s Episcopal School of Houston.

 

*Neither Willis Johnson & Associates or John Siegel paid for consideration of the award or to promote it. The award for Distinguished Service from the Financial Planning Association of Houston was awarded in 2009 by popular vote among its members. The award is subjective in nature to acknowledge a member's time commitment and efforts within the organization over the previous year and should not be construed as an endorsement of the advisor.  Willis Johnson & Associates has a reasonable belief that the surveys and applications used to determine the award were fair and balanced. 

Bringing over 15 years of experience within the financial services industry, Brandon joined the WJA team as a Financial Planning Analyst and became an Associate Wealth Manager in 2022, later being promoted to Senior Wealth Manager. In this role, Brandon provides thoughtful planning advice paired with detailed research and technical analysis for our clients.

While attending Texas A&M, he started his wealth management career earning college credit as an intern at UBS Financial Services. There, he could see the positive impact one could have as an advisor firsthand. He graduated from Texas A&M with a Bachelor’s degree in Economics and a minor in Business.

Upon graduation, Brandon accepted a job at an investment firm in client services. He focused on customer service with clients and assisted advisors in account management, executing trades, and addressing client inquiries. Brandon grew from his role in Client Services to an Internal Sales Consultant where he worked alongside financial advisors in selecting investments for their clientele. Brandon enjoyed helping advisors get, keep, and grow their business, and knowing the positive impact his work resulted in for his client’s retirement.

Outside the office, Brandon lives a busy and fulfilling life. He and his wife, Viki, have been married since 2006 and have two sons, Cannon and Cade. He coaches both boys in baseball, basketball, and flag football. When he’s not coaching, he can be found grilling or smoking meals in his backyard. Brandon and his wife are very involved with their church where he serves as a Confirmation teacher for 7th and 8th graders. Brandon loves rooting for Houston’s sports teams and supporting local breweries. 

Cameron Sauer joined the Willis Johnson & Associates team as a Financial Planning Analyst in the spring of 2024. In his role, he creates financial plans for clients and prospective clients that illustrate their financial future and the steps to achieve their financial goals.

A key element of Cameron’s approach to financial planning is creating a level of connection with his clients as if they were his own family. He believes the financial planning process goes beyond creating financial plans for his clients in that there is an even greater importance in understanding the client’s motivations and goals to provide a more comprehensive experience. Throughout his time in the industry, he’s learned about the uniqueness of each client’s situation and tailors his guidance and service to serve them best. When clients realize they can comfortably retire, Cameron knows he has left a positive mark. But, his true indication of success is the lasting relationships he creates with his clients.

Before graduating from Texas A&M with a BS in Economics and a minor in Financial Planning, Cameron was an active participant in several athletic and philanthropic endeavors. Most notably, he coached the Texas A&M men’s water polo team and served as the Philanthropy Officer for the Century Men’s Society to organize an annual event benefitting Camp Kesem, a camp for children affected by their parent’s cancer diagnoses.  

Upon graduating, Cameron gained experience through multiple financial firms. In these roles, he learned how to create financial plans and presentations that empowered his client’s decision-making on their journey to financial freedom. His experience in the industry has provided him with the wisdom to understand that capturing the entire client picture is the cornerstone to an effective relationship over time. With this as a guidepost, Cameron seeks to understand his clients’ values deeply to reflect what they care about most in the financial plans he creates for them.  

When he’s not at the office, Cameron leads an active and social lifestyle. He spends much of his time running through local parks, exercising, or hosting his friends for dinner parties and game nights. An avid sports fan, Cameron can often be found cheering on Texas A&M or one of Houston’s many sports teams.  

Makemma Wolff, CFP®, joined Willis Johnson & Associates full-time in 2025 after interning with the firm during the summer of 2022. As an Associate Wealth Manager, Makemma leverages her attention to detail to translate complex financial planning strategies into clear, actionable steps for clients. She acts as a second set of eyes for senior advisors, helping to maintain high standards of quality so clients receive thoughtful, precise guidance. 

Grounded in her belief in fiduciary responsibility, Makemma is committed to transparency and client education. She takes pride in making clients feel heard, addressing their concerns, and building the peace of mind that comes from knowing their financial future is in good hands. 

Makemma earned her bachelor's degree in Personal Financial Planning from Texas Tech University, where she initially pursued pre-law before discovering her passion for financial planning. She completed three internships during her senior year, gaining experience as a client-facing service advisor helping to manage the needs of numerous client relationships. She obtained her Series 65 license in 2023 and became a CFP® professional in 2024. 

Outside of WJA, Makemma has supported her community by volunteering with VITA, offering free income-tax preparation services for low-income families. Beyond the office, Makemma is passionate about fitness such as running, yoga, or Pilates, and enjoys cheering on Texas Tech football. She also loves cooking with a glass of wine, reading, and caring for her plants and two dogs. Most importantly, she cherishes time with her family, especially her nieces and nephews. 

Leah joined Willis Johnson & Associates in 2019 as a Tax Manager and was later promoted to Director of Tax. Prior to joining the firm, Leah climbed up through the ranks of public accounting, beginning at Ernst & Young. She has extensive experience in individual and business taxation, as well as the foreign filing requirements for U.S. citizens and residents. For Willis Johnson & Associates, she will be leading the development of the tax division which will offer year-round tax planning and compliance for our clients, as well as education on tax topics. She is a gifted tax researcher and enjoys computing different scenarios for tax planning. She is eager to help clients easily maneuver through the ever-stressful tasks of tax planning and tax filing.

Leah completed her Bachelor’s degree and Master’s degree in Accounting through the prestigious integrated MPA (iMPA) program at the University of Texas at Austin. She is a Certified Public Accountant and is a member of the AICPA, and the AICPA’s Tax and Personal Financial Planning divisions.

Outside the office, she is actively involved in the Austin County Texas Exes, the alumni association of the University of Texas. She serves earnestly, alongside other alumni to provide scholarships for deserving students graduating from Austin County schools. She and her husband, David, have two sons. In her free time, she performs in the professional flute choir, Brazos Breeze, based out of Bryan-College Station.

Lindsay Reichle is a Senior Tax Associate who joined Willis Johnson & Associates’ in-house tax team in the summer of 2024 as a Senior Tax Associate. In her role, Lindsay plays a pivotal part in assisting the tax team with meticulous preparation and strategic planning for clients. Lindsay views year-round tax planning as a vital element in enhancing clients' financial decisions. By focusing on maximizing credits and deductions, optimizing income and expense management, and strategically managing asset allocation to mitigate tax liability, she enables clients to achieve greater financial independence and pursue their life goals with confidence. 

In her role as a Senior Tax Associate, Lindsay actively contributes to her client's success by brainstorming strategies to maximize tax savings and offering tax projections for emerging client opportunities. With her focus on detail and precision, Lindsay diligently works to prepare and file tax returns with the utmost care. 

Lindsay believes that a thorough understanding of each client’s financial landscape and goals is essential for effective tax planning. She also believes that achieving this is only possible through ongoing collaboration with our wealth management team and by building strong rapport with clients. 

Lindsay defines success by the tangible benefits her clients experience from thoughtful tax planning. Though she works behind the scenes, seeing her clients’ lives being enriched by her efforts and seeing them feel more financially secure and supported is where she gains the most fulfillment. In her previous roles, Lindsay gained in-depth experience in trust return preparation, which she hopes to build upon in her tenure at WJA.  

Lindsay earned her Bachelor of Accounting from Sam Houston State University and is currently pursuing her CPA designation. With over 3 ½ years of public accounting experience across diverse industries and tax returns, Lindsay is eager to deepen her proficiency in trusts and explore new ways to provide exceptional value to clients in all areas of their financial lives. 

Beyond the office, Lindsay enjoys watching basketball with her husband, gardening, and immersing herself in a good thriller novel. She delights in cooking and savoring delicious meals with friends and family, and cherishes quality time spent with her two cats. 

Elena joined Willis Johnson & Associates in 2018 as the director of marketing. She came on board with the goal to build a comprehensive marketing program designed to serve our firm’s clients by providing them with the resources necessary to ensure an optimal experience when partnering with our wealth managers.

Elena believes a seamless and informed client experience is essential to establishing strong relationships founded on trust and understanding. Her objective for the marketing team is to supply clients and prospects with financial planning knowledge provided by WJA advisors catered to their unique life goals and needs.

Prior to joining the WJA team, Elena was the director of marketing at a global technology company where she developed client-focused marketing strategies for numerous business units. She also led the marketing team at a global genetics laboratory, which functioned to provide worldwide genealogy testing. Her desire to return to a more personable business environment fueled her decision to join Willis Johnson & Associates.

Elena earned her Bachelor of Science degree at Florida International University and completed her Master of Business Administration at Keller Graduate School of Management in Houston, TX. Elena is active in the professional community as a Houston chapter member of InterNations, Dress for Success and the American Marketing Association.

Mike Best is the Senior Digital Marketing Manager at Willis Johnson & Associates, where he leads the firm’s digital marketing strategy across paid media, web, and performance-driven channels. He joined the team in 2026 with a clear focus: ensuring the firm’s digital presence connects the right audiences with the thoughtful, fiduciary financial planning WJA strives to provide.  

In his role, Mike oversees digital campaigns, lead generation systems, and ongoing optimization efforts that support advisor growth and client education. His work is rooted in the belief that effective financial marketing should build trust before it ever asks for attention. At WJA, that means marketing that feels educational and clear, not promotional for its own sake. 

Mike brings more than 10 years of digital marketing experience, with a background spanning campaign strategy, performance marketing, analytics, and team leadership. Prior to joining WJA, he held senior roles across multiple industries, including hospitality, healthcare, and technology. This cross-industry experience sharpened his ability to communicate complex ideas clearly, scale systems effectively, and apply data-driven decision-making in highly regulated environments like financial services. 

He earned his degree in Marketing from the University of Houston–Downtown, where he developed a strong foundation in marketing strategy, communications, and business fundamentals. Today, Mike defines success by clarity and momentum, when digital efforts consistently attract qualified audiences, generate meaningful engagement, and give advisors opportunities to build long-term client relationships. 

Outside the office, Mike enjoys spending time with his dog, Olive, staying active through hiking and camping, and participating in a bowling league. He values community, collaboration, and continuous improvement, principles that guide both his professional work and personal life. 

Jordan Lynch joined the Willis Johnson and Associates team in 2019 as a Digital Marketing Specialist before being promoted to her role as a Marketing Communications Manager. In her role, she oversees the strategic direction, production, and promotion of the firm’s educational content and events, and she manages the firm’s marketing internship program. Understanding how much freedom and peace can come from a well-defined plan, whether for her personal finances or to promote an upcoming event, is a key motivator for Jordan in her role.  

After graduating from Trinity University with a degree in Communication, Jordan’s first role in higher education introduced her to the value of ongoing mentorship and career development. She incorporates much of what she learned in that role as she manages her team to help empower students by understanding and refining their strengths, uncovering their key motivations, and making a meaningful impact within the organization. Jordan is also an active participant in WJA’s in-house mentorship program to help early career employees navigate the nuanced challenges that arise on the path to fulfilling their career aspirations. 

As a marketer, Jordan finds creative ways to help families across the country gain awareness of the financial challenges they face and showcases how the advisors at Willis Johnson & Associates can ease them. To Jordan, financial education and awareness are crucial components for every stage of life. Between paying her way through college and seeking financial planning guidance amidst difficult seasons, she gained a first-hand appreciation for the peace of mind a financial plan can offer. Day-to-day, she continuously seeks to elevate the WJA brand and to communicate clearly, simply, and in an appealing manner. Her detail-oriented approach to all she does leverages her strengths across creative problem-solving, visual design, and comprehensive analytical skills. 

Before joining Willis Johnson & Associates, Jordan worked in marketing roles across a variety of industries ranging from higher education to technology to manufacturing. After working with a variety of teams in all shapes and sizes, what drew Jordan to WJA was the tight-knit, collaborative nature of the team and the high-value service the firm offers its clients.  

Outside of the office, Jordan maintains an active and social lifestyle with both her community and family. A native Houstonian, Jordan loves to explore new restaurants and events across the city with her husband and daughter. As a self-proclaimed coffee connoisseur, she also enjoys discovering new places to grab a latte with friends or colleagues. Jordan is active in her church, participating in weekly Bible studies and mentoring younger members. She loves to cook and entertain, often whipping up large, themed dinners for game nights with her loved ones. However, among all this, she considers her greatest accomplishment to be balancing her roles as a colleague, friend, wife, and mother and enjoying every moment these roles bring her way.

Vivian Cheng is the Marketing Coordinator at Willis Johnson & Associates. She started her career at the firm as a Marketing Intern before joining the team full-time in late 2025. In her role, Vivian helps deliver timely, relevant, and educational content that empowers clients to make informed financial decisions. She focuses on creating materials that resonate with the energy-sector professionals WJA serves and help support that the firm’s insights reach clients when they need them most. 

Vivian’s work centers on project-managing firmwide campaigns and overseeing the execution of all related deliverables including webinar content, social media, email communication, and landing pages. She is highly detail-oriented and organized and maintains that each piece of client-facing content is accurate, updated, and aligned across channels. For Vivian, success means sparking interest and connection with prospects who see themselves reflected in WJA’s messaging and finding value in the guidance the firm provides. 

Vivian approaches her work with a strong belief in education as a tool for helping people. By imagining herself in a client’s shoes, she’s able to structure information in a way that helps bring clarity, reduce uncertainty, and reflect WJA’s commitment to making the complex simple. 

Vivian graduated from the University of Houston with a bachelor's degree in marketing. One of her proudest accomplishments is graduating from college a year early. Before joining WJA, she gained experience across several industries including fintech and technology, through three marketing internships and two leadership roles in student organizations. These experiences gave her a multifaceted understanding of marketing strategy and strengthened her ability to support WJA’s mission. Vivian is known for her strong sense of organization, her drive to optimize processes, and her positive energy in every environment she’s in. 

Outside the office, Vivian enjoys dancing, pilates, going to the gym, trying new restaurants around Houston, and learning new recipes. She can often be found spending time with friends and family, exploring different parts of the city.  

Aria Daly joined the Willis Johnson & Associates team in 2024 as a Client Development Specialist. In her role, she serves as a point of contact for prospective clients and facilitates introductions between those individuals and our firm’s advisors.  

Aria takes a consultative approach to her role on the client development team. She recognizes the individuality of each person’s financial situation and asks questions to gain insight into what they’re looking to accomplish. With a better understanding of the full picture, she can steer them toward the best resources to reach the future they envision.  

After earning her bachelor's degree in communication from the University of Massachusetts Amherst, Aria went on to tackle various business development roles in the healthcare, staffing, and technology industries. Over time, she’s developed a strong proficiency for overseeing business development teams and understanding how to connect people with the individuals or services that are most beneficial to them.  

In her role, Aria aims to ensure that every individual feels valued, heard, and assured that she’s working in their best interest to pair them with the advisor best suited to their needs. She believes that attentiveness and effective communication are foundational for providing an excellent client experience. By being an active listener and truly understanding what prospective clients are looking for, she can readily provide them with resources and direction that offer clarity. 

Outside the office, Aria is an active participant in the lives of others and the community around her. She volunteers for organizations such as the Houston Humane Society and Dress for Success in her spare time, which aligns with her passions for animals and empowering women to take steps towards their financial independence. She also enjoys traveling, spending time with family and friends, or trying out new recipes. Additionally, Aria spends time training for the Boston Marathon, which she will run to support the Newton Police Memorial Association and the families of fallen officers.  

Cecilia Gomez joined Willis Johnson & Associates as a Client Development Specialist in 2024. In this role, she cultivates meaningful relationships with prospective clients, serving as a trusted facilitator on their financial journey.  

Cecilia is proud to be bilingual, speaking fluent Spanish, which allows her to connect with and serve a diverse range of prospective clients. Through empathetic listening and expert analysis, she identifies and addresses the unique needs and aspirations of each individual, strategically matching them with the ideal financial advisor, and helps these prospective clients catalyze their financial growth and success. 

With the firm's fiduciary principle as what guides her, Cecilia makes decisions that prioritize prospective client's best interests, holistically.  She draws on her background as an educator to foster strong relationships built on attention to detail, care, and trust. She measures her success when prospective clients feel truly heard and understood and when she can create a harmonious partnership with advisors and clients that sets the stage for long-term financial success. 

Cecilia earned her Bachelor of Arts in English from The University of Texas at Austin. She is also a licensed educator in Texas. Her expertise in communication, adaptability, problem-solving, planning, and organization enables her to build strong relationships with prospective clients. Additionally, her commitment to continuous learning allows her to stay up to date with industry trends. 

When she’s not in the office, Cecilia unwinds by spending quality time with loved ones, exploring new destinations, and immersing herself in captivating fiction novels - nurturing her personal connections, broadening her horizons, and fueling her imagination. 

Jeff Hund joined Willis Johnson & Associates in 2025 as a Client Development Specialist. In this role, he builds relationships with prospective clients and serves as a first point of contact, guiding them toward the firm’s advisors who can best support their financial goals. 

Guided by the firm’s fiduciary principle, Jeff is committed to putting clients’ best interests first. Before joining WJA, Jeff spent more than seven years in business development, account management, and digital marketing at companies including Merrill Lynch and Fidelity Investments. That mix of experience gave him the ability to break down complex ideas, ask the right questions, and help people feel understood. His goal in every conversation is to provide clarity and a sense of direction from the start. 

Jeff earned his Bachelor of Business Administration in Marketing from the University of Houston. His academic foundation in Marketing honed his ability to understand people, communicate clearly, and build trust. He carries those skills into his work at WJA, where he focuses on creating lasting relationships so prospective clients feel valued and supported as they begin their financial journey. 

Jeff is currently preparing for the Series 65 exam to expand his knowledge of investment advisory. He views professional growth as a responsibility, not only to himself but to the clients who trust him as their first point of contact. 

Outside of work, Jeff enjoys exercising, reading, hiking, and traveling. He gravitates toward books on history, finance, philosophy and personal development, using them to sharpen his perspective and challenge his thinking. Hiking gives him time to reset and traveling allows him to experience new cultures and environments that broaden his outlook. These interests keep him balanced, curious, and continually learning, which are qualities he brings back to his role with clients. 

Adrian Gomez is the Director of Operations at Willis Johnson & Associates, where he oversees four core teams: Investments, Investment Operations, Client Operations, and Firm Administration. Since joining the firm in 2020, he has taken an active role as a member of the Leadership Team and Compliance Team, helping guide strategic decision-making, ensure regulatory alignment, and support the firm’s long-term growth.

As a leader, Adrian views his role as an obstacle remover, clearing roadblocks so teams can focus on what matters most: serving clients and driving results. He is committed to creating an environment where people can thrive, processes run efficiently, and talent develops into the next generation of leadership. Passionate about building scalable systems and fostering professional development, Adrian combines strategic insight with practical execution to help Willis Johnson & Associates remain adaptable, compliant, and client-focused in a rapidly evolving industry.

Adrian received his Bachelor of Science in Industrial Engineering from Texas A&M University, where he developed a strong foundation in systems thinking and process improvement.

Outside the office, he enjoys traveling and keeping up with the NFL, with a particular passion for cheering on his Dallas Cowboys. He values time with friends and family, and he and his wife love exploring Houston’s diverse food scene together

 

Rachel Lockhart joined Willis Johnson & Associates in 2024 as the Culture and Talent Development Manager. Her mission is to support and empower WJA’s employees, ensuring they have the resources and encouragement to provide unparalleled client service. Rachel believes that a company’s greatest asset is its people, and she is dedicated to fostering a workplace where every team member feels valued and understands their critical role in the firm’s success. 

In her role, Rachel oversees the growth and development of WJA’s employees while partnering with leadership to attract top talent aligned with the company’s culture and objectives. Her pragmatic, people-centered approach emphasizes leveraging the unique strengths of the firm and its individuals to address challenges and achieve collective goals. 

Rachel earned her bachelor’s degree in Spanish from The University of Texas at Austin. Prior to joining WJA, she gained nearly seven years of experience in HR at Dell Technologies, along with roles in sales and HR within the nonprofit and technology sectors. These experiences equipped her with a versatile skill set, including strategic thinking, talent management, and project execution. 

When not at work, Rachel enjoys spending time with her family and friends, exploring Houston’s diverse food scene, and hunting for hidden treasures at local antique shops. An active member in her church and community, she supports causes related to child welfare and volunteers with Houston’s Pregnancy Help Center. 

Jessica Coelho joined Willis Johnson & Associates in 2025 as Office Manager. She creates a welcoming and professional environment for clients from the moment they first interact with the firm. Behind the scenes, Jessica supports both the advisors and staff by managing office logistics, coordinating internal processes, and maintaining the systems that keep the team running smoothly. 

Jessica believes the client experience starts with operational excellence. When the office runs seamlessly, advisors are more prepared and clients feel confident and cared for. With a proactive and detail-oriented approach, Jessica works to remove friction from day-to-day operations and create an environment where the team can thrive. 

Her responsibilities span vendor coordination, scheduling, compliance support, HR functions, and ensuring that internal procedures are organized and adaptable to the evolving needs of the firm. She defines success as a calm, well-functioning workplace where everyone has the tools and structure to focus on clients without disruption. 

Jessica earned her B.S. in Psychology from Texas A&M University and holds certifications in Project Management and as a Public Notary. Though new to the wealth management industry, she brings over eight years of experience in administrative and operations roles, including three years supporting executive leadership. Her past work in healthcare and energy instilled her with a strong sense of confidentiality, compliance, and the ability to pivot quickly in fast-paced environments. 

Outside the office, Jessica enjoys staying active through CrossFit-style workouts and spending time at her local gym, District H Strength & Fitness, where she often volunteers for community events. She and her wife support animal rescue efforts and have fostered several pets. At home, Jessica is likely reading romantic fantasy novels to reach her 60-book goal for the year. She also enjoys hosting themed dinner nights with friends, complete with homemade desserts and picture-perfect charcuterie boards. 

Sofia Ramos is the Administrative Assistant at Willis Johnson & Associates and joined the team in January 2026. She serves as the first point of connection for clients visiting the office, helping create a welcoming and organized experience from the moment they arrive. Her work includes coordinating schedules, supporting front desk operations, and helping make each interaction reflect the firm’s commitment to thoughtful, client-centered service.

In her day-to-day role, Sofia manages client logistics and administrative coordination to keep office operations running smoothly. Through clear communication and strong organization, she helps advisors and team members stay focused on delivering high-quality financial planning. She measures success by how comfortable and supported clients feel throughout their time with the firm.

Her approach is rooted in attentiveness and anticipation, noticing the small details that make a visit feel seamless. Sofia values consistency and professionalism and believes that trust is built through reliable support and positive client experiences.

Before joining WJA, Sofia developed a strong operational foundation in a fast-paced environment, strengthening her skills in scheduling, workflow coordination, and client-facing communication. She holds an Associate of Science in Education from Texas State University and is currently pursuing a bachelor's degree in supply chain management through Western Governors University, reflecting her ongoing commitment to growth and operational excellence.

Texas born and raised, Sofia values community involvement and volunteers with Lunches of Love, a nonprofit dedicated to helping end childhood hunger in Fort Bend County. Outside of work, she enjoys reading, training for an upcoming half marathon, and spending time with her two dogs, Bauer & Buford, bringing the same energy and intention to her personal life as she does to her work.

Bob Lowerre’s current position as a Portfolio Manager 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 SEC rules and regulations.

Previously, Bob worked at a one-man broker-dealer. As a college student, he worked part-time helping 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.

Stella Hoover joined the Willis Johnson & Associates team in 2024 as an Investment Analyst. She brings a wealth of expertise to her role and a proven track record of providing invaluable support to Portfolio Managers and Equity Research teams. Stella is dedicated to identifying potential investment opportunities and helping investors achieve their financial goals. 

Stella’s commitment to excellence extends beyond her professional roles, evidenced by her educational achievements and certifications. She holds a Bachelor’s Degree in Business Administration from Donghua University in Shanghai, and is a Chartered Financial Analyst (CFA®). Additionally, she is a Financial Modeling & Valuation Analyst (FMVA) certified by the Corporate Finance Institute, is fluent in both English and Mandarin, and is expanding her language skills by learning Spanish. 

Born in Shanghai and after spending over a decade living and working in Singapore, Stella’s diverse cultural upbringing enriches her global perspective. Since relocating to Houston with her husband in 2023, she has embraced the city as her home and is proud to be a part of its vibrant community. 

Outside of her professional endeavors, Stella is an avid traveler who delights in exploring different cultures and cuisines. She also enjoys staying active by participating in fitness classes and tackling obstacle races alongside her husband. 

Alicea Hoffman joined Willis Johnson & Associates in September 2025 as an Investment Operations Associate. In this role, she supports the advisory team by executing trades and ensuring accurate billing. She believes that attention to detail and awareness of how operational decisions can affect clients are essential to her work, and she approaches each task with clear communication and accountability. 

Before joining WJA, Alicea gained experience in both the financial services and oil and gas industries. She began her career as a Business Development Manager with an oil and gas exploration company before moving into a Paraplanner role, where she developed her interest in investments and operations. These experiences provided her with a strong foundation for her current responsibilities in investment operations. 

Alicea holds a Bachelor of Science in Public Relations from Texas State University – San Marcos. She maintains her Series 65 license and earned her Certified Associate in Project Management (CAPM) credential in 2021. She has also previously held her Series 7, Series 63, and Life & Health General Lines licenses. Her background and credentials contribute to her ability to support both the firm and its clients effectively. 

Outside of the office, Alicea enjoys hiking, exercising, reading, and traveling with her significant other. She has a strong interest in technology and music, having played the cello for 12 years, and enjoys challenging herself to learn new systems. At home, she spends time with her four cats and one dog. 

Karlee Davis serves as a Client Operations Associate at Willis Johnson & Associates, after joining the firm in 2025. In her role, Karlee provides critical support to the Wealth Management team, ensuring seamless operations across client services. Her belief in selfless service and her dedication to continuous growth underscore her approach to client support. 

Karlee is guided by the principles of hard work, clear communication, and meticulous attention to detail. She measures success through improved operational efficiency and exceptional client service delivery. Her strengths in organization, time management, and problem-solving enable her to create innovative solutions to operational challenges. 

Karlee graduated Summa Cum Laude from Texas A&M University in 2024 with a bachelor's degree in Finance and a minor in Economics. Her academic and internship experiences in the oil and gas industry, as well as private wealth management, provided her with a well-rounded foundation in financial services and operations. 

During her time at Texas A&M, Karlee actively contributed to her community through initiatives such as Aggies Achieve and Habitat for Humanity. She also developed her leadership and communication skills through participation in Aggie Accounting Association and Aggie Toastmasters. 

Outside of work, Karlee enjoys yoga, exploring new walking trails, and trying out new recipes in the kitchen. She values personal growth and can often be found discovering new workout classes, reading, or enjoying the outdoors. 

Sara Fuller serves as a Client Operations Associate at Willis Johnson & Associates, where she supports the firm’s wealth management team by providing client service and operational efficiency. She first joined WJA as a summer intern in 2024, later continuing with a fall internship before transitioning into a full-time role in February 2025. 

Sara approaches her work with a strong foundation in growth, service, and integrity—values that drive her commitment to delivering exceptional client experiences and upholding high ethical standards. With a deep sense of empathy and understanding, she prioritizes building lasting relationships with clients by actively listening to their needs and providing support during critical financial decisions. 

Sara earned her degree in Finance from the University of Houston, complemented by a certificate in Personal Financial Planning. Her early experience at WJA provided her with exposure to complex client operations, gradually expanding her responsibilities and deepening her expertise in the firm’s processes. In addition to her role, she actively participates in the Houston Financial Planning Association’s NexGen group, where she connects with other professionals dedicated to the future of financial planning. 

During her time at the University of Houston, Sara was a mentor in the Bauer Undergraduate Mentor Program (BUMP), guiding four students through their academic and professional journeys. She also participated in the Business Consulting Organization, further honing her problem-solving and critical-thinking skills. 

Outside the office, Sara is passionate about community service and regularly volunteers at the local food bank. She enjoys taking long walks, exploring new restaurants across Houston, and continuously expanding her financial knowledge. 

Cody Bangerter joined the team as a Client Operations Specialist following a successful internship in 2025. In his role, he coordinates behind-the-scenes tasks and actions that support our clients. This includes setting up accounts, preparing compliance documents, serving as a liaison between different teams within the firm, and assisting in servicing client accounts. 

Cody believes that putting the client’s needs first is essential to effective asset management and financial planning. All people are different and deserve a tailored service experience. This approach allows him to support each client in a unique way and meet their individual needs. 

Cody defines success in his role by positive client interactions. He knows that when he can simplify complex situations and provide clients with upstanding service and trust, he is accomplishing his role. 

Cody earned his Bachelor’s degree in Finance with a minor in Financial Planning from Brigham Young University – Idaho. He began his career in finance within the banking industry before transitioning to wealth management through his internship at the firm in early 2025. During that time, he contributed to the team by assisting with daily operations, client meetings, and internal projects. 

While in college, Cody participated in the Wealth Management Society and served as the vice president during his final semester. In that role, he coordinated society activities and served as the primary liaison for new members. 

Outside of the office, Cody enjoys spending time with his wife, Mallory. They have been married since 2022. They are active in their church and have served in various roles, from community outreach and missionary service to teaching Sunday school for high school students. He also enjoys cooking and experimenting with new recipes from different cultures. 

Jacob Hansink joined Willis Johnson & Associates in 2025 as a member of the Client Operations team. In his role, Jacob executes key actions and coordinates documentation on behalf of clients, he values precision and believes that attention to detail builds the trust and confidence clients expect from a well-run wealth management team. 

Alongside the client operations and wealth management teams, Jacob focuses on streamlining actions and processes to create a smooth, seamless client experience. Whether he’s opening accounts or managing secure paperwork, he works behind the scenes to handle complex steps with care. His approach is process-driven, collaborative, and efficiency-minded. 

He is pursuing his B.B.A. in Finance from the University of Houston with a focus in personal financial planning and obtained his Series 65 license in early 2025. His position at WJA marks the beginning of his career in wealth management, and he’s eager to grow his knowledge and impact. Jacob is inspired by helping people reach their financial goals and gain the peace of mind it can provide. 

Outside of work, Jacob enjoys gardening with his significant other, spending time with their rescue Pitbull, Nutmeg, and training in Brazilian Jiu Jitsu. He has also volunteered with the Financial Planning Association of Houston and looks forward to expanding his involvement in the professional community. 

As a Client Operations Specialist at Willis Johnson & Associates, Jonathan helps streamline and support the firm’s tax processes to help clients experience a smooth, organized, and stress-free tax season. With a strong belief in attention to detail and follow-through, he approaches each task with the understanding that acting in a fiduciary capacity requires precision, consistency, and deep respect for the trust clients place in the firm. 

In his role, Jonathan supports the tax team by preparing fee quotes, drafting client proposals, e-filing tax returns, and managing the tax billing process. He is committed to “doing the little things right,” helping clients have accurate information and receive the most appropriate pricing for their tax services. Success, to Jonathan, looks like proactive, timely internal support and a tax season where workflows run more efficiently because of his contributions. 

Before joining WJA in December 2025, Jonathan earned his bachelor's degree in Agribusiness with a minor in Economics from Texas A&M University. He previously held an operational role in the industrial waste sector, where he maintained regulatory compliance across multiple highly regulated industries and partnered with oil and gas companies across various states. He also interned in private market investments at Memorial Hermann. He is currently working toward earning his Series 65 license. 

Jonathan enjoys giving back to the community and is involved with Texas A&M Rugby FC and volunteers at C.H.A.R.M. Prison Ministry as part of his commitment to serving others. 

Outside the office, Jonathan enjoys lifting weights, grilling, spending time with friends and family, and taking care of the stray dogs he tends to bring home. On weekends, you can often find him at the gym, out in nature, or cheering at an Aggie football game. He takes pride in bench pressing 370lbs and loves staying active through hiking, camping, and sports. Known for helping people talk through challenges and organize their schedules or finances, Jonathan brings a thoughtful, supportive presence to both his work and personal life.