Your evolving business

• AR
• AZ
• CA
• CO
• FL
• 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 Exit Planning Advisor
• Certified Portfolio Manager®
• Chartered Retirement Plans Specialist℠
• Certified Private Wealth Advisor

• AR
• AZ
• CA
• CO
• FL
• 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

• 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

• CA
• NV

Nick’s journey into the world of finance began in a junior year high school economics class in his hometown of San Diego. Growing up, Nick had little exposure to the financial markets as his community didn’t often discuss these topics. The class revealed a new world of possibilities, and Nick was captivated by the principles of saving and investing, purposeful tax planning, and the possibility to move up the ladder. This newfound passion led him to set his sights on the financial capital of the world—New York City, where after winning the “most likely to work on Wall Street” senior superlative in high school, he earned a Bachelor’s degree in Finance from Fordham University. 

Nick began his professional career during his time at Fordham with PricewaterhouseCoopers (PwC) as an intern in the Financial Markets and Real Estate group performing valuations of client balance sheet securities holdings. Opting for a live deal environment, Nick joined Kroll Bond Ratings Agency (KBRA) as a credit analyst, where he specialized in underwriting new issue esoteric asset-backed-securities, pools of cash flows secured by debt obligations for non-traditional assets such as aircraft, data centers, music royalty advances, and litigation settlements. Eager to broaden his expertise, Nick transitioned to institutional sales and trading by joining Guggenheim Partners, where he was responsible for the distribution of new issue asset-backed-securities to hedge funds, asset managers, and insurance companies in the primary market while also generating trade ideas for existing client holdings in the secondary market amongst structured credit asset classes. 

Nick’s pivot to wealth management began when he returned home to the West Coast to assist in the care for his grandmother. After seeing firsthand the importance of sound financial planning for individuals and families, he is eager to bring his past, hands-on financial markets experience to the table for our clients. 

• Fordham University, B.S., Finance