You built the business. Let’s plan what comes next.

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John’s approach to advising business owners is rooted in something he learned long before entering financial services: service to others.

Growing up in a military and defense-contracting family, John saw firsthand the importance of discipline, process, teamwork, and commitment to a mission. After graduating from San Diego State University, his career took him to Silicon Valley during one of the most dynamic periods in the technology industry. Working for an internet advertising technology company, he experienced startup culture, an initial public offering, a roll-up acquisition, and the dramatic transition from the technology boom to the recession that followed.

Living through that cycle shaped the way John thinks about wealth and reinforced lessons that remain central to his work today: plan thoughtfully, diversify intelligently, and surround yourself with the right team when the decisions matter most. Those experiences also sparked a passion for helping business owners make thoughtful decisions not only about their companies, but also about the wealth, people, and families connected to them.

For over two decades, John has built a practice around listening to business owners and helping them make more informed decisions about the wealth they are creating, both inside and outside their companies. His work brings together areas that are often considered separately, including business strategy, personal financial planning, investments, retirement plans, and access to capital, while helping owners prepare for an eventual transition and what comes next.

To help address that complexity, John has pursued specialized training, earning the Certified Private Wealth Advisor®, Chartered Retirement Plans Specialist™, and Certified Exit Planning Advisor designations. As a Senior Portfolio Advisor, he also works with clients on capital allocation, portfolio construction, and diversification. Drawing on his background and experience, John has developed a particular focus on serving owners of defense, manufacturing, and service-based businesses.

For John, however, success is about more than accumulating wealth. It is about helping business owners consider what everything they have worked to build can ultimately mean for their families, employees, communities, and the causes that matter most to them. Ultimately, it is about bridging success to significance.

Away from work, John and his wife, Amy, stay busy raising their two teenagers, Jack and Lizzie, and navigating the adventure of athletics and the journey from high school to college. John also enjoys deepening his faith, finding his next interesting read, swinging a tennis racket or golf club, and appreciating a good glass of Pinot. Noir, of course.

CA Insurance license #0D88538

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

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• UT
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• WI

Before pursuing a career as a financial advisor, Tyler worked in his family's businesses, including residential construction and precision aerospace manufacturing. Through those experiences, he gained firsthand insight into what it takes to build and operate a successful family-owned business. He understands the challenges and opportunities business owners face and has developed a process designed around their unique needs. Tyler approaches every client relationship with an owner's mindset, delivering clear, practical advice and solutions.

Tyler joined UBS in 2019 and works with successful entrepreneurs and business owners, helping them navigate every stage of growth, from building enterprise value to planning for a successful exit. As a Senior Retirement Plan Consultant, he also advises companies on the design, implementation, and ongoing management of corporate retirement plans that benefit both business owners and their employees.

Tyler earned a B.B.A. in Finance from the University of San Diego and holds the Series 7 and Series 66 securities licenses. CA Insurance License #4029184.

Outside of work, Tyler lives in San Diego with his wife, Casey, and their English Cocker Spaniel, Penny. He enjoys staying active and spending time outdoors, particularly golfing and fishing.

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

• Senior Retirement Plan Consultant

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Behind every financial strategy is the coordination required to make it happen. Dee helps clients navigate the details of their relationship with The Willis Group and plays an important role in coordinating the day-to-day execution of their financial lives.

Dee began her career in the financial services industry in 2004 and has been with UBS since 2007. She leverages her operational experience 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 has received the Branch Leader Award in Client Service several years in a row.

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 son, Brixton.  In her off-time she runs a small jewelry business, enjoys reading, walks with her dogs, camping and traveling with her family. She holds both the Series 7 and 66 securities licenses.

CA Insurance license #0K63802

• CA

As part of The Willis Group, Grant works alongside the team to help navigate the opportunities and challenges that come with building, growing, and eventually transitioning a business, while integrating those decisions into a comprehensive wealth management strategy.

Grant is a San Diego native and recent graduate of Chapman University, where he earned his B.A. in Finance and minor in Psychology. This give him a unique perspective to help clients navigate the emotions that comes with finances, major life events, and changing markets. After completing his studies and an internship in Orange County, he returned to San Diego to continue his career in wealth management.

Grant enjoys building strong relationships, providing proactive support, and helping ensure clients feel informed and confident as they work toward their goals. To support this focus, he has earned the Series 7, Series 66, and California Insurance licenses. In addition, he is pursuing the Certified Financial Planner® designation through The American College of Financial Services, with plans to sit for the CFP® exam in the coming years.

Outside of work, he enjoys playing basketball, being at the beach, and watching sports.

CA Insurance License #4480229

• Chapman University, B.B.A. Finance