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

INVESTMENT OPERATIONS MANAGER

Leah Cessna, CPA

TAX MANAGER

Maritsa Parkman

OFFICE MANAGER

Jason Mishaw, MSF, CFA®

WEALTH MANAGER

John Siegel, CFP®, EA

WEALTH MANAGER

Bekah Broad, MS, CFP®

ASSOCIATE WEALTH MANAGER

Sarah Sikorski, CPA

ASSOCIATE WEALTH MANAGER

Brandon Young

FINANCIAL PLANNING ANALYST

Mitchell LeRoy

FINANCIAL PLANNING ANALYST

Kosi Njoku

CLIENT OPERATIONS ADMINISTRATOR

Noah Baldazo

CLIENT OPERATIONS ADMINISTRATOR

Lucy Gift

CLIENT OPERATIONS ADMINISTRATOR

Hunter Anguiano

CLIENT OPERATIONS ADMINISTRATOR

Elena Collot

DIRECTOR OF MARKETING

Jordan Dougherty

DIGITAL MARKETING SPECIALIST

Jack Geresi

BUSINESS DEVELOPMENT & INSIDE SALES