Our Firm
Your Trusted Fiduciary Partners
Wilson, Wilson & Company was founded to offer financial services paired with a personal touch and unwavering integrity. As independent business owners and fiduciaries, we are obligated to make every decision in your best interest—not ours. This commitment forms the foundation of every relationship we build and every recommendation we make.
Wilson, Wilson & Company is supported by a network of financial firms that provide compliance oversight, back-office management, and clearing & custody solutions. To learn more about these firms, visit Our Partners page.
Our Core Values
Soft Spoken Wisdom
In an industry often dominated by high-pressure tactics and complex jargon, we offer something different: soft-spoken Southern advice rooted in common sense and genuine care.
Independence
As independent business owners, we have the freedom to choose what’s truly best for our clients without being tied to proprietary products or corporate quotas.
Honesty
We tell you what you need to hear, not what you want to hear. We don’t shy away from the tough conversations.
Tradition
While markets may be volatile, sound financial principles remain constant. We focus on time-tested strategies that have weathered every economic storm.
Your Personal Finance Puzzle
Everyone has their own unique dreams, challenges, and circumstances. We look at a client’s financial life like a puzzle. Each piece represents a different aspect of your situation, from your income and expenses to your goals and concerns. Our job is to help you see how all these pieces fit together to create a complete picture of financial security and success.
Whether you’re just starting your career, approaching retirement, or somewhere in between, we’re here to help you solve your unique financial puzzle with patience, expertise, and genuine care.
Our Team
Kenton D. Wilson | President, Financial Advisor
Kent’s financial services career began in 1985, and in less than two years, he was named the youngest district manager at Equitable, supervising 11,000 individual agents. Soon thereafter, he partnered with his father, Edmund Wilson, to become an independent business owner and established Wilson, Wilson & Company. By embracing independence, Kent believes he can offer a higher level of service, support, and objective advice to his clients and their families.
Kent finds joy in partnering with families to create long-term financial plans and wealth management solutions. He seeks to listen first to understand his clients and partners closely with his staff and industry partners to create comprehensive solutions.
Kent holds FINRA Series 7, 24, 63, and 65 securities licenses. Outside of work, he enjoys fishing, sport shooting, sailing, and boating.
John Kollar | Chief Internal Research Analyst
John is a market research analyst with over 40 years of experience in financial services, including tenures at major investment banks such as Salomon Brothers, Morgan Stanley, and HSBC. At Wilson, Wilson & Company, he is responsible for researching alternative and private placement investments for high-net-worth clients.
John’s long career has provided him with many highlights. He was named to Institutional Investor’s “All-American Fixed Income Research Team” in seven different industry sectors and is co-credited with coining the phrase “Event Risk” related to failed leverage buy-out attempts.
As a researcher, John holds an MBA from Fairleigh Dickinson University and FINRA Series 7, 63, and 66 securities licenses. Outside of work, he enjoys shooting, golfing, and boating.
Eris Santos | Technology and Customer Care
Eris has nearly 40 years of experience as an office manager and technology administrator across various industries, including financial services, healthcare, and government contracting. In her current role, she oversees our client administration systems, service requests, data entry, distribution requests, and much more.
She helps to keep our office organized and systematized so we can better serve our clients. With experience in data management and telling stories through data, Eris tracks and reports our progress on internal goals and trends so that we make informed decisions for ourselves and the people we serve.
Eris earned a bachelor’s degree in database technologies and was formerly credentialed as an Oracle Certified Professional (OCP) and Microsoft Certified Professional (MCP).
Sydney Rush | Administrative Assistant
As the first point of contact for our clients, Sydney provides welcoming, professional service that sets the tone for Wilson, Wilson & Company. She answers incoming calls, greets visitors, and ensures every client is promptly assisted. Behind the scenes, she completes and organizes client paperwork, processes distribution requests, fills out service forms, and supports her colleagues.
Sydney enjoys learning about our clients; what they do, their background, and understanding where they are in life. No two stories are the same, and that variety is what makes this industry so unique. She appreciates the opportunity to connect with people, especially those who are at the beginning of their financial journey, and takes pride in creating a positive, welcoming experience for them.
Sydney earned her associate’s degree from Florida Atlantic University. She was a member of Sigma Kappa, where she volunteered and raised funds to combat Alzheimer’s. Outside of work, she enjoys working out and playing basketball.
Check the background of investment professionals on FINRA’s BrokerCheck.
Industry Experts
As long-term partners with TAG Advisors, we have access to key industry experts with specialized experience. Learn more about the TAG Advisors Network here.
Jasen Dahm, CFA®, CPA
Managing Director and Case Liaison, TAG Invest
Jasen is Managing Director and Case Liaison at TAG Invest. In this role, he is responsible for designing the investment management process and client experience. He consults with financial advisors on asset management, tax planning, liquidity management, and advanced case design. His prior experience includes seven years running an asset management program, accumulating and managing over $1.1 billion.
Mark Kelly, CFA®
Case Liaison, TAG Invest
Mark is a Case Liaison responsible for developing our investment management processes. He consults with financial advisors on asset management, liquidity management, and advanced case design.
Chuck Hammond, AIF®, PPC®, CMFC®, CPFA®
Managing Director, Qualified Plans
Chuck is responsible for outreach, education, marketing, and support on qualified plans, including vendor selection and monitoring. He is an active retirement plan advisor whose practice manages 26 plans. He leads the retirement group that manages 950 plans with over $1.7 billion in assets. Hammond is perhaps best known as the founder of the 401(k) Study Group, a community of 15,000 financial professionals involved in corporate retirement plans.
Nicole McWilliams, QPA, QKA®, CPFA®, C(k)P®
Director, Participant Experience
With over 25 years of industry experience, Nicole leads TAG Retire in redefining how Americans engage with workplace benefits. Dedicated to addressing the retirement planning needs of small business owners and their financial advisors, she understands the substantial impact of a well-designed benefits package. Nicole partners with TAG financial professionals to deliver vital advice and education, empowering participants in their unique financial journeys.