Willie coordinates the financial planning process and helps identify your goals, recognizing some of those goals will changes as your life unfolds and your needs evolve. He and his team implement customized strategies all as a part of the proprietary process, The Advantage FORMula.
Who We Are
Our team specializes in meeting the needs of successful families and top-of-their-field professionals who, among other things, aspire to a work-optimal lifestyle and have the desire to secure a family investment legacy.
Gail serves as the firm’s information gatekeeper and primary client support liaison. In addition to managing Willie’s schedule, preparing reports for client meetings and processing paperwork, she handles all client service calls and works directly with clients throughout all stages of their planning.
Client Relations Manager
Diane provides administrative support, client interaction and marketing support to the team. She manages multiple projects from answering incoming calls, scheduling appointments and preparing for Willie’s meetings to fielding client service issues, and implementing client events. Her 20 plus years’ of experience in office management will help ensure a seamless experience for every client we serve.
Hannah has been part of the 611 family from the beginning. When she isn’t in school at The Ohio State University, she is the driving force behind keeping our social media up to date. Additionally, she assists Willie in everyday tasks such as filing, coordinating event mailings and preparing paperwork.
Marketing & Social Media Administrator
Tara is excited to join the 611 Family. She connects new and existing customers to the 611 Group through social media. Tara brings extensive digital marketing experience from multiple industries, including insurance, higher education, and fitness and wellness. When she isn’t planning her next travel adventure or wandering around a bookstore, she can be found passionately cheering on her alma mater, the University of Wisconsin-Madison.