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