Mateo’s responsibilities at WJ Interests include financial planning services to clients for their financial future. He reaches out to clients for updates as well as runs analysis’ over the effect of major financial decisions.  Mateo works hand in hand with WJ’s Senior Advisors to ensure the success of client’s financial plan.    Mateo is a recent graduate of Texas A&M University... READ MORE

Ashley contributes to the WJ Interests team by organizing office operations and procedures. She ensures the office is running smoothly by managing day-to-day administrative needs. Ashley is always looking for new ways to incorporate technology and efficiently streamline office procedures. Ashley will support business development initiatives to promote WJ’s brand on social media and in the... READ MORE

Estella’s responsibilities at WJ Interests involves managing all aspects of our clients’ accounts with excellent customer service.  She handles all client requests from the initial on-boarding process to facilitating money movement requests to all interactions with Charles Schwab. Estella joined WJ with extensive experience in the Finance industry.  She has a background with AIM Investments... READ MORE

*This is not a CPA firm* Alisha’s responsibilities at WJ Interests involve supporting the advisors by executing necessary trades as well as maintaining our portfolio accounting system. Alisha came to WJ with a background in public accounting, working for industry leaders such as Arthur Andersen LLP (pre-Enron) and Nuevo Energy Company. She graduated Magna Cum Laude from Texas A&M University... READ MORE

Brandon’s responsibilities at WJ Interests include supporting the investment and economic research side of the business. He is constantly searching and screening potential fund managers. Brandon works hand-in-hand with the Chief Investment Officer on portfolio management and asset allocation. Brandon first came to WJ as an intern in the summer of 2012 and then returned the following year. After... READ MORE

Jonathan is Partner and Senior Wealth Advisor with WJ Interests. In this capacity, he provides wealth management and financial planning services to clients in order to help them plan for their financial future. He advises clients on many aspects of financial planning including retirement, education, estate, insurance, tax and investment planning. Prior to joining the WJ Team, Jonathan served as a... READ MORE

Jared is the Chief Executive Officer of WJ Interests. In this role, he oversees the firm operations, strategy, and all aspects of client service and satisfaction.  He also serves as the Chief Investment Officer of the firm leading the portfolio development process.  Jared believes that transparency and the fee-only approach leads to long-lasting, trust based relationships. Prior to forming WJ... READ MORE

Bill is the Chairman and founding partner of WJ Interests. His leadership provides the strategic guidance for WJ’s asset management strategy. Bill provides the inspiration, leadership and experience that enables the WJ Team to manage our client’s investments as if they were our own. Bill has 30+ years of management experience in leading successful business enterprises. Prior to forming WJ... READ MORE