Your Story Drives
Our Strategy.
Financial advisors deserve a recruiting experience grounded in undivided attention, not ego-driven assumptions. That's why we begin by listening. No rushed conversations, no generic placements, and no promises we can't keep. Understanding your goals is the first step toward achieving them. Because no advisor is the same.
At Willis Consulting, our approach is simple: we don't talk over you – we strategize with you, guiding your talent toward what's next.
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Founder & CEO
Bill Willis
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President
Patrick M. Kelly
Meet Our Recruiters
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Will Hill
949.887.5288 will@willis-consulting.com
Will has been with Willis Consulting since 2008, with a background in Real Estate.
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Brian Nolan
480.246.0565 bnolanconsulting@gmail.com
Brian has been with Willis Consulting since 2009, with a background in Financial Services.
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Jeffrey Silverman
602.527.5752 jeff@willis-consulting.com
Jeffrey has been with Willis Consulting since 2014, with a background in Financial Services.
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Mike Weck
949.751.7279 mike@willis-consulting.com
Mike has been with Willis Consulting since 2015, with a background in Financial Services.
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Scott Barclay
310.908.0691 scott@willis-consulting.com
Scott has been with Willis Consulting since 2016, with a background in Financial Services.
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Will Porter
949.584.3779 wporter@willis-consulting.com
Will has been with Willis Consulting since 2017, with a background in Financial Services.
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Frank DiCicco
480.390.1701 frank@willis-consulting.com
Frank has been with Willis Consulting since 2018, with a background in Financial Services.
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Jim Hatcher
602.586.6024 jim@willis-consulting.com
Jim has been with Willis Consulting since 2018, with a background in Wine.
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Travis Thomas
541.221.8349 tthomas@willis-consulting.com
Travis has been with Willis Consulting since 2023, with a background in Acting.
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Nancy Delavega
682.564.5168 nancy@willis-consulting.com
Nancy has been with Willis Consulting since 2025, with a background in Financial Services.
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Sam Schiro
414.588.3536 Sam@willis-consulting.com
Sam has been with Willis Consulting since 2026, with a background in IT Recruiting.
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Stephanie Tasto
Stephanie has been with Willis Consulting since 2026, with a background in Human Resources.
Your Next Chapter Begins by Being Heard. Contact us
