Willis has been with Waddell & Reed since 1998 and a member of the 37 Wealth team since 2000. He strives to provide a road map to help clients pursue their financial goals. He does this by focusing on comprehensive financial planning. He equally enjoys working with pre-retirees and retirees to understand the complexities of Social Security, long-term care issues, and Medicare Supplement insurance. Since Willis has several kids, he also loves helping younger clients who are just getting started.
Willis is a 1998 graduate of University of Nebraska-Kearney where he earned a bachelor’s degree in business administration. He and wife Rachel have 4 children who keep them busy with sporting events and scouts. He enjoys hunting, camping, Husker sports, and other outdoor activities.