Our Team

JERRY WILLIS

Jerry Willis has a deep desire to help people make smart decisions about their money, especially in regard to retirement.  Jerry's desire to assist people with their financial situation was sparked right out of college when he worked at a lending company.  He saw people in many different stages of life, agewise, professionwise, and financially.

So Jerry committed his professional career - over 20 years ago - to this desire...creating strategies to grow, protect and transfer wealth.  Jerry focuses on bringing an approach to his clients so they can avoid the pitfalls of being trapped financially in retirement, with few choices.

Growing up in a rural area, Jerry enjoyed the independence and freedom of open spaces. He has a particular affinity for farmers and small business owners.  He has a good understanding of the unique challenges facing these individuals and can relate to them effectively.

Jerry has one daughter and three cats.  He loves the outdoords, particularly any type of hunting, and travel.

You can find Jerry on LinkedIn.

 

LISA SHULTZ

Lisa Shultz has worked in finance and insurance  since 1990 and began working at Willis Financial Solutions in 2000 as an administrative assistant preparing client paperwork and providing client services. 

Along with coordinating office responsibilities she maintains the client database which helps the office run smoothly and clients' needs to be responded to quickly.

Lisa lives in Shawnee, KS with her husband Mike where they enjoy activities with their two grown sons, extended family, friends and church.