Our team specializes in pursuing the needs of successful families and top-of-their-field professionals who, among other things, aspire to a work-optional lifestyle and have the desire to secure a family investment legacy.
President & Advisor
Willie and his wife, Zany, have been married more than 25 years. They enjoy spending time with their 2 children, Erich and Hannah and new grandson, Luka. They also enjoy volunteering at St. Joseph’s and St. Jeromes’s Church. Willie has served on numerous boards and committees for St. Joseph Parish, Big Brothers Big Sisters of America, and the Tri-State Area Tennis Association. Willie and Zany are active in their communities and are pickleball and tennis players.
Director of Client Experience
Marti has worked with Willie since 2019 and has spent more than 15 years in the financial services industry. She provides administrative support and marketing support to the team. She also manages multiple projects, from answering incoming calls and scheduling appointments to preparing for Willie's meeting, fielding client services issues and implementing client events. She loves getting to know the firm's clients. Marti and her husband, Kurtis, have been married for more than 20 years and have two beautiful daughters.
Gail has worked with Willie since January 2003. She has been in the financial services industry for more than 20 years and is licensed in life & health insurance by the state of Indiana. Gail works directly with clients at all stages of their planning alongside Willie in addition to managing client service calls. A resident of southern Indiana for more than 30 years, Gail is married and is the mother of one beautiful daughter.