Willis Johnson Wealth

Luke Wuthrich is a CFP® professional with Linscomb Wealth, Inc. in Houston, TX. He has been with Linscomb Wealth since 2021 and has a background that includes various roles in education and advisory settings. Linscomb Wealth provides comprehensive wealth planning and investment management to individuals, families, trusts, charitable organizations, and retirement plans. The firm emphasizes customized investment policy statements and diversified portfolios managed through a combination of active and passive strategies, often on a discretionary basis.

Karlee Davis is a financial advisor at Willis Johnson & Associates, Inc. in Houston, TX, holding a Series 65 license. She has been in the financial industry since 2024, with prior experience at Tolleson Wealth Management and Helmerich & Payne, as well as a background at Texas A&M University. Willis Johnson & Associates serves corporate professionals, executives, and their families by providing comprehensive financial planning and discretionary investment management. The firm employs a structured planning process and manages portfolios using a core-satellite approach with both active and passive strategies.

Makemma Wolff is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with Willis Johnson & Associates, Inc. and has previously worked at firms including Theory Planning Partners, Avion Wealth, Brownlee Wealth Management, and LoneStar Wealth Management. Prior to her financial advisory career, she held positions in education and at Carpet Tech. Willis Johnson & Associates serves corporate professionals, executives, and their families with comprehensive financial planning and discretionary investment management. The firm employs a four-step planning process and manages portfolios using a core-satellite approach with active and passive strategies, incorporating tax planning services provided by an in-house CPA.

Yerassyl Sundetbayev is a CFP® with five years of industry experience, currently serving as a financial advisor at Willis Johnson & Associates, Inc. Prior to joining the firm, he worked at Ernst & Young LLP and served in the United States Army and Army Reserve. Sundetbayev maintains an active role in the U.S. Army Reserve. Willis Johnson & Associates serves corporate professionals, executives, and their families by providing comprehensive financial planning and discretionary investment management. The firm employs a four-step planning process and manages portfolios through an Investment Committee using a core-satellite approach that includes both active and passive strategies, with optional private market investments for qualified clients.

Jeffrey Riley is a CFP® with 14 years of experience in the financial industry. He is currently with Willis Johnson & Associates, Inc., having joined the firm in 2025 after five years at The Mather Group, LLC and five years at PartnersInWealth, Inc. He holds Series 63 and Series 66 licenses and is based in Houston, TX. Willis Johnson & Associates serves corporate professionals, executives, and their families, offering comprehensive financial planning and discretionary investment management. The firm employs a four-step planning process and manages portfolios through an Investment Committee using a core-satellite framework with both active and passive strategies, including private market investments for qualified clients.

Tyler Leal is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Corient with four years of industry experience. His prior roles include positions at Stavis & Cohen Private Wealth, Purshe Kaplan Sterling Investments, and MassMutual. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a team-based investment approach that integrates risk management and offers a range of portfolio management and consulting services, including access to alternative investments through both in-house and third-party strategies.

Xianyuan Hoover is a CFA® charterholder and holds a Series 65 license, with one year of experience at Willis Johnson & Associates, Inc. Prior to joining Willis Johnson & Associates, Hoover worked for Franklin Templeton Investment Management for seven years and Callaway Golf for two years. Willis Johnson & Associates serves corporate professionals, executives, and their families by providing comprehensive financial planning and discretionary investment management. The firm employs a four-step "Continuously Planning" process and manages portfolios using a core-satellite framework with both active and passive exposures.

Robert Lowerre is a financial advisor at Willis Johnson & Associates, Inc. in Houston, TX, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Willis Johnson & Associates since 2005, with a brief tenure at FSC Securities Corporation from 2005 to 2018. Willis Johnson & Associates serves corporate professionals, executives, and their families by providing comprehensive financial planning and discretionary investment management. The firm employs a four-step planning process and manages portfolios through an Investment Committee using a core-satellite approach that includes active and passive strategies as well as private market investments.

Nicholas Johnson is a CFP® and CFA® with 17 years of experience in financial advising. He has been with Willis Johnson & Associates, Inc. since 2009, holding various roles within the firm. Willis Johnson & Associates serves corporate professionals, executives, and their families by providing comprehensive financial planning and discretionary investment management. The firm employs a four-step "Continuously Planning" process and manages portfolios using a core-satellite framework that includes both active and passive strategies, with an in-house CPA offering tax preparation and planning services.

Sarah Sikorski is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with Willis Johnson & Associates, Inc., where she has worked since 2020. Prior to joining Willis Johnson & Associates, she held positions at Deloitte and PricewaterhouseCoopers. Willis Johnson & Associates serves corporate professionals and executives and their families, offering comprehensive financial planning and discretionary investment management. The firm employs a four-step "Continuously Planning" process and manages portfolios using a core-satellite approach that includes both active and passive strategies, as well as private market investments for qualified clients.

Adrian Gomez is a financial advisor at Willis Johnson & Associates, Inc. based in Houston, TX. He holds a Series 65 designation and has three years of industry experience. Prior to joining Willis Johnson & Associates, he worked at Chilton Capital Management and The Mitchell Group, Inc. Willis Johnson & Associates serves corporate professionals and executives and their families, offering comprehensive financial planning and discretionary investment management through a structured four-step process. The firm employs a core-satellite investment approach overseen by an Investment Committee and provides additional services including tax planning through an in-house CPA.

Alicea Hoffman is a financial advisor at Willis Johnson & Associates, Inc. with Series 66 credentials and one year of industry experience. Her previous roles include positions at Thrivent Investment Management Inc and Lance Thompson - Thrivent Financial. Outside of finance, she has worked in the restaurant and hospitality industry and has experience in fitness business operations. Willis Johnson & Associates serves corporate professionals, executives, and their families by providing comprehensive financial planning and discretionary investment management. The firm employs a four-step planning process and manages portfolios through an Investment Committee using a core-satellite framework, incorporating both active and passive strategies and private market investments for qualified clients.

Abigail Carrell is a CFP®-certified financial advisor at Willis Johnson & Associates, Inc. in Houston, TX, with one year of industry experience. Prior to her current role, she has worked at Founders Group, Inc. and the University of Houston, among other positions. Willis Johnson & Associates serves corporate professionals, executives, and their families, offering comprehensive financial planning and discretionary investment management. The firm employs a four-step planning process and manages portfolios using a core-satellite approach with both active and passive strategies, including private market investments for qualified clients.

Hunter Anguiano is a financial advisor with Willis Johnson & Associates, Inc. in Houston, TX. He holds a Series 65 designation and has two years of industry experience. Prior to joining Willis Johnson & Associates, he worked at Chocolate Bayou FCU and Stars & Stripes. Willis Johnson & Associates serves corporate professionals, executives, and their families with financial planning and discretionary investment management. The firm employs a four-step "Continuously Planning" process and manages portfolios using a core-satellite framework that combines active and passive strategies, with additional services including tax planning by an in-house CPA.

Jacob Hansink is a financial advisor at Willis Johnson & Associates, Inc. in Houston, TX, holding a Series 65 designation. He has diverse work experience including positions at the University of Houston, Ford Motor Co., and the United States Air Force. Willis Johnson & Associates serves corporate professionals, executives, and their families with comprehensive financial planning and discretionary investment management, employing a four-step planning process and managing portfolios using a core-satellite framework across multiple model strategies.