Meet Your Willenborg Wealth Team

We take a team-based approach to serving our clients, bringing together multi-discipline experience and diverse perspectives. Every situation is unique, which is why you deserve a team with specialized strengths. Whether it’s Jerry’s decades of experience in investment management and estate planning, Erin’s care‑driven focus on family and multi‑generational planning, Jake’s technical depth in tax and financial planning, or Ryan’s disciplined approach to the complex needs of business owners, our team draws on its collective experience to deliver a thoughtful and highly personalized private wealth experience.