I have over 13 years of experience helping clients achieve their financial goals. I focus on retirement planning, investment management and business retirement plans, as well as tax and estate considerations. I use a client focused approach to discover goals, identify risk tolerance and tailor solutions to each client.

I began my financial services career with Edward Jones in 2006. In 2013, I joined LPL Financial and opened Willison Investment Strategies in Granville, OH. After five years of being an independent advisor, I felt that my clients were best served back at Edward Jones. I rejoined Edward Jones in 2018 and am proud to have opened my office in downtown Columbus. We are located at 65 East State Street, overlooking the Columbus Commons.

I am a graduate of The Ohio State University and St. Charles Preparatory School in Columbus. My wife and I reside in Lewis Center. We have four children who attend St. Paul Catholic School in Westerville. We are members of St. Paul parish and stay busy with our kids' activities.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • College Savings

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