We align your behaviors with your intentions

We believe that planning is a process, not a product

We partner with you to help you achieve your dreams

A goal without a plan is just a wish

– Antoine de Saint-Exupery

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.

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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.

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Your Financial Representatives

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David Lenda, ChFC®, CLU®, MBA
Investment Advisor Representative and Branch Manager

David Lenda is a financial representative and member of Wilson Advisors, LLC. He joined Wilson Advisors in 2015, bringing 23 years of experience in the financial planning and insurance industries.

R. Kevin Janeway, CLTC
Financial Representative

Kevin Janeway is a financial representative and member of Wilson Advisors, LLC. He has 35 years in the financial and insurance industry, 30 of those years with Northwestern Mutual Financial Network – specializing in the closely held corporate marketplace.

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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.

Jeff Brindley,
Investment Advisor Representative

Jeff Brindley is a financial representative and a member of Wilson Advisors, LLC. He has over 10 years of experience in the financial and insurance industries. Jeff enjoys listening to his clients and coaching them through their financial decisions in pursuit of their dreams.

Check the background of investment professionals on FINRA’S BrokerCheck.

Financial Planning

Retirement Income

Education Funding

Business Succession

Tax Minimization Strategies

Investment Management

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