Willis Holdeman*, MBA

Willis has been in the financial industry for over a decade.  He believes teaching and education is a key component of helping others make critical decisions for their future.  He has focused on providing education to people about the different aspects of financial strategies.  Providing knowledge to others about their federal benefits, college funding, retirement income and legacy is very important to him.  He says, “Everyone has a different story and their own unique situations.  The most important thing a person can do is listen and understand what people are passionate about and what they want to accomplish.  I believe once you have done that, you can truly help others create the future they desire.”

Willis has had the opportunity to have many different experiences and connect with people in several different areas.  He attended a small Christian college where he played basketball and was part of a National Championship team.  After two years, he transferred to Oklahoma State University where he earned his Bachelor’s degree in Electrical Engineering and Masters in Business Administration.  While at Oklahoma State, he was one of the founders of a fraternity, involved with the football program and participated in community service.  He volunteered for the Special Olympics and at a local non-profit organization.   Willis is married with 3 children.  He enjoys watching football and basketball and the many activities his children participate in.