What are your dreams?
Let us show you how to make them a reality.
Whom We Serve
Individuals and Families
We help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we help you see the value of working with skilled professionals to pursue your financial goals.
Small and Mid-sized Businesses
We specialize in understanding the needs of high net worth individuals and closely held businesses. We design creative, cost effective strategies that help you grow, preserve, and transfer your wealth and/or business, while minimizing tax consequences.
Your Financial Representatives
Robert Farris,
Licensed Insurance Counselor, Financial Representative
Robert Farris had been involved in the insurance business side of planning before becoming the managing member of Wilson Advisors, LLC. Mr. Farris is fully licensed to sell securities, property & casualty, and life & health insurance. He is also a licensed insurance counselor.
Pete Stava,
Financial Representative
Pete began his insurance career over thirty years ago and expanded his business to provide financial advice to pensions, 401(k)s, and other qualified plans. He has been employed by numerous quality firms, including The Equitable and Transamerica.
Check the background of investment professionals on FINRA’S BrokerCheck.