Willis Johnson & Associates

Awards & Recognition After 24 years, Willis Johnson CFP had seen remarkable growth in his firm, been recognized with several awards, and passed the leadership torch to the next generation in 2020. The Evolution of Leadership Nick Johnson, CFA(r), CFP(r), was elected the firm's president in 2020. Nick’s new title enables continued growth and innovation. Alexis Long (MBA, CFP(r) was named a Shareholder in 2020. She purchased into the company and became part of the leadership structure. Alexis now has a new viewpoint, and the leadership team is now stronger. Willis remains actively involved in the management of the company, serving as its CEO. She is focused on the organization's growth and acts as an advisor to the leaders and advisory team.

Willis Johnson & Associates' clients have shared their experiences with the firm. They highly praise the advisors for having an incredible level of knowledge, especially about the oil and gas industry. Many clients are pleased with the team's strategies and how they guide them to reach their financial goals; for example, early retirement and their help preparing for the next phase post-retirement. The clients trust the team due to the personal relationship they form with it. The firm's approach and advisors make the client feel empowered rather than selling. The clients' loyalty can be evidenced by the number of Houston energy clients that were referred to the firm during a volatile time for the market. Clients and internships with the firm for hands-on experience have reported a similar level of satisfaction. The firm has great comments from clients, interns and frequent responses to the changes in the market combine to make a highly recommended advisory firm.