Broker Check

Our Team

Dennis W. Wilson, CEO/Founder

CEO | President, Wilson Financial Services & Wilson Financial Advisors

Dennis W. Wilson has been providing financial services throughout the U.S. with his innovative pre- and post-retirement and estate planning strategies since 1968. Dennis focuses on working closely with his clients to...

Read more

Juan Verdin, COO / Managing Partner

Chief Operations Officer, Wilson Financial Advisors

Juan graduated from The Ohio State University and received a Bachelor of Science degree with an emphasis in Family Financial Services and a Minor in Business Administration. The Family Financial Services concentration focuses on family...

Read more