A plan for today, tomorrow and generations to come

• AR
• AZ
• CA
• CO
• FL
• ID
• IL
• MA
• MI
• NC
• NM
• NV
• NY
• OH
• OR
• SD
• TX
• UT
• VA
• WA
• WI

Over the nearly two decades of helping clients manage their wealth, John's core belief is in the power of the human spirit to continuously innovate. This has been a beacon for those around him through good times and bad.

John has built a reputation for seeking out ways to expand his expertise to better serve the needs of his clients. Through this dedication he's earned the Certified Private Wealth Advisor®, Certified Portfolio Manager®, Chartered Retirement Plans Specialist®, and Certified Exit Planning Advisor® designations. All of which are leveraged to provide the highest level of family wealth management, corporate qualified plan advisory, retirement planning, and portfolio construction, and business transition/exit planning.

After graduating from San Diego State University with a B.A. in Liberal Arts and Sciences Journalism, John sought out the fast pace world of Silicon Valley startups. When the company was eventually acquired he returned to SoCal to embark on his mission to advise clients as they journey from success to significance. Today their twins, Jack and Lizzie, keep him active with sporting events, golf, and fitness. Outside of John's labor of love, his passions include faith, reading, and fine wine.

CA Insurance license #0D88538

• Certified Private Wealth Advisor
• Certified Portfolio Manager
• Certified Exit Planning Advisor
• Senior Retirement Plan Consultant

• AR
• AZ
• CA
• CO
• FL
• ID
• IL
• MA
• MI
• NC
• NM
• NV
• NY
• OH
• OR
• SD
• TX
• UT
• VA
• WA
• WI

To continue offering the highest level of service to both current and prospective clients, Tyler joined The Willis Group in 2019. Growing up with both parents owning businesses in the construction and aerospace industries, he was exposed to the dedication required to run a successful business from an early age. He sought to take this entrepreneurial drive and channel it into helping business owners create a lasting legacy.

Through our team's discovery process, Tyler aims to provide innovative solutions tailored towards high net worth business owners. As part of the "rising generation", he strives to remain on the cutting edge of technological advances that will ultimately benefit our clients. His focus is to be a trusted resource for business owner before, during, and after a business sale/transition. To help achieve clients' goals he assists in deploying formal financial planning, advanced corporate retirement plans, business valuations, pre/post-sale business tax and estate planning strategies, investment banking solutions, and charitable vehicles.

As a San Diego local, Tyler is an avid outdoorsman who enjoys traveling, fishing, and fitness. He is an alumnus of the University of San Diego with a B.B.A. in Finance and holds both the Series 7 and 66 securities licenses.

CA Insurance License #4029184

• University of San Diego, B.B.A. Finance

• Senior Retirement Plan Consultant

• AZ
• CA
• CO

Dee began her career in the financial services industry in 2004 and has been with UBS since 2007 as a Senior Registered Client Service Associate. She joined The Willis Group in the spring of 2019 and is responsible for the day-to-day operations and administration of the team's book of business. Her primary focus is to provide a first class experience in every situation she encounters with clients. Her favorite part of her role is interacting and getting to know clients and their families and witnessing firsthand the positive impact that the team provides to their over-all financial picture. She considers service to others as a virtue and value she holds dear to her heart and through her dedication, she received the Branch Leader Award in Client Service in 2011 and 2012.

Dee was born in Manila, Philippines and moved to the United States at age two. She was raised in San Diego County in a proud military family, spending her childhood living on Marine Corps Base Camp Pendleton and later in Oceanside, CA where she now currently resides with her husband RJ and young son, Brixton. In her off-time she enjoys interior decorating, reading, cooking, and traveling with her family. She holds both the Series 7 and 66 securities licenses.

CA Insurance license #0K63802

Grant is a San Diego native and recent graduate of Chapman University, where he earned a degree in Business Administration with an emphasis in Finance. After completing his studies in Orange County, he returned to Rancho Peñasquitos to continue his career in wealth management.

Grant developed a passion for financial services while working alongside a Financial Advisor at Capstone Partners during college. He has completed the SIE and California Insurance exams and is currently preparing for the Series 7 and 66 licenses. In addition, he is pursuing the Certified Financial Planner® designation through the American College of Financial Services, with plans to sit for the exam in the coming years.

As a Client Associate with The Willis Group in Rancho Bernardo, Grant is committed to building a strong technical foundation and delivering exceptional client experiences. Outside of work, he enjoys playing basketball, running, fitness, and watching sports.

• Chapman University, B.B.A. Finance