Orion Willis

Orion Willis

Advisor / Partner

 

For the past 16 years, Orion has helped his clients with all aspects of their financial leads.  His expertise in planning has facilitated the protection, growth, and preservation of his client’s assets. As a youth, he assisted his parents with the family business of running a long term care facility.  Therefore his friends were often times his senior by several decades. Orion is very personable and generous with his time and resources.   His concern for his client’s well-being goes far beyond their assets. His intensity and drive to do the right thing for his clients is impressive.

  • Charter Financial Consultant - ChFC®

  • Charter Life Underwriter - CLU®

  •  Series 7, 24 and 63 securities registration

  • Investment Advisor Representative (Series 65 registration)

  • Life and Variable Insurance licenses

  • Former Host, "30-Minute Financial Edge", KXAM radio

  • 16 years in Financial Services; 12 as an Independent Advisor

  • 5th generation Arizonan