Advice Built Around Your Life, Not Just Your Investments
For more than 17 years, Kathy Wills, Senior Financial Advisor, Managing Director – Investments, has helped individuals, families, medical professionals, technology professionals, and civilian employees, and navigate important financial decisions through thoughtful planning, personalized guidance, and a commitment to exceptional service.
A Different Approach to Wealth Management
Kathy believes financial advice should extend beyond managing investments. She takes the time to understand every aspect of a client's financial life—from retirement planning and tax considerations to estate planning, cash flow, and major life decisions.
Whether clients are preparing for retirement, navigating a career transition, managing concentrated stock positions, or supporting multiple generations of family members, Kathy provides guidance designed around their unique goals. Clients often call for guidance before making major financial decisions because they value having a trusted resource by their side.
Serving the Technology Community and Beyond
Having worked extensively with professionals from leading technology companies, Kathy understands the unique financial challenges associated with professionals navigating equity compensation, concentrated stock positions, career changes, and rapid wealth accumulation.
Equity Compensation Strategies
Concentrated Stock Positions
Life Transitions
Rapid Wealth Accumulation
Recognized for Excellence
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AdvisorHub 2025 Advisors to Watch 100 Women Advisors3 and AdvisorHub 2023 Advisors to Watch 100 Solo Advisors to Watch4
Working Mother’s Top Wealth Advisor Moms 2020-20215
These recognitions reflect a commitment to client service, professional excellence, and the trust clients have placed in Kathy throughout her career.
12026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). See additional disclosures
22026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com). 2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24. Fee paid for use of marketing materials. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23. Fee paid for use of marketing materials. See additional disclosures
32025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on the time period from 12/31/23 -12/31/24 (Source: AdvisorHub). See additional disclosures
42023 AdvisorHub Advisors to Watch: Awarded June 2023; Data compiled by AdvisorHub based on the time period from 12/31/21 -12/31/22 (Source: AdvisorHub) See additional disclosures
52021 Working Mother’s Top Wealth Advisor Moms: Awarded October 2021; Data compiled by SHOOK Research LLC based on the time period from 3/31/20 - 3/31/21 (Source: Workingmother.com). 2020 Working Mother’s Top Wealth Advisor Moms: Awarded September 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20. See additional disclosures
Specialized Resources. Coordinated Guidance.*
Through Wells Fargo affiliates, we can connect clients with a broad network of specialists and resources to help address complex planning needs. From liability management to specialized resources offered through Wells Fargo Bank, N.A., they help clients gain access to the tools and expertise to help ensure a seamless wealth management experience. The goal is to provide you with the convenience of coordinating your financial life through a single point of contact.
Helping Clients Navigate What's Next
Technology Professionals
Individuals Navigating Life Transitions
Multigenerational Families
Navigating equity compensation, stock positions, and career transitions.
Let’s Start the Conversation
Whether you're seeking a second opinion, planning for retirement, or navigating a major life change, we welcome the opportunity to learn more about your goals.