Helping people feel confident about their financial future is what motivates me every day. I believe financial advice should be personal, educational, and empowering. My goal is to help clients make informed decisions by providing thoughtful guidance, clear communication, and strategies tailored to their unique circumstances.
Before joining Wells Fargo Advisors, I was a Financial Advisor with Addison Avenue Investment Services | Raymond James, serving clients throughout the Greater Seattle and Eastside communities. I take a comprehensive approach that extends beyond investments alone, incorporating retirement planning, tax-efficient strategies, estate planning considerations, risk management, and education funding into the broader conversation.
I understand that no two clients are alike. Whether someone is preparing for retirement, managing a major life transition, navigating concentrated stock positions, or planning for future generations, I work closely with them to help develop strategies aligned with their goals and priorities. I strive to be a trusted resource and advocate—someone clients can call when financial questions arise or important life decisions need thoughtful consideration.
My diverse professional background, combined with a genuine commitment to helping others, allows me to build strong, lasting relationships with the individuals and families I serve. Prior to entering the financial services industry, I built successful careers in healthcare, medical sales, and real estate. Those experiences continue to influence my client-first approach and commitment to helping others. Today, as a Financial Advisor, I am committed to helping clients make informed decisions that support their long-term financial well-being. I am also excited to be building a multigenerational practice alongside my son, Blake Wills - Financial Advisor in Training, as we continue serving clients and their families for years to come.
A lifelong resident of the Seattle area, I live in Sammamish with my family. Outside the office, I enjoy camping, traveling, kickboxing, scrapbooking, and most of all, spending time with my children.
CA Insurance License: #0H92351. Residence State: WA
