As a Marathon Oil employee, chances are you have some questions about your plans and benefits. By coordinating company benefits with your outside assets, we help you understand each offering so you can maximize your benefits and achieve your personal financial goals.
- Marathon Oil Stock Options, both Incentive Stock Options (ISO) and Non-Qualified Stock Options (NQSO)
- Marathon Oil Restricted Stock
- Annual Cash Bonus
- Understanding your Retiree Health Plan options
- Group Life vs Term
- Group Disability
Did you know we can actively manage the funds in your 401(k)? No more “set it and forget it.” No more complex workarounds to adjust your funds.
Through Fidelity Brokeragelink® accounts, you’ll gain access to additional funds and our expertise to help guide and actively manage your investments in coordination with your non-company, or outside workplace assets.
Life is full of uncertainties, and few areas are quite as stressful as your career and finances. If you find yourself being offered a layoff or voluntary severance package, we can help determine if retirement is a viable option for you right now, and we’ll help you make sense of the most critical decisions about company benefits elections.
Does your future at Marathon Oil look uncertain? Wondering what an untimely layoff could mean for your financial picture? We’ll work with you to evaluate your goals, educate you on your current financial situation, and help determine what actions need to be taken to optimize your financial outlook.
- Liability Protection for LLCs
- Tax Deferral Strategies for Solo 401(k), Sep IRA and Solo Pension Plans
- Negotiating compensation with an understanding of how consultants get taxed (1099) over W2 employees
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.