John Siegel, CFP®, EA

John Siegel is a Certified Financial Planner™ practitioner with over a dozen years of experience in the financial services arena, as well as many years serving in capacities throughout the legal and non-profit sectors. It was John’s experience working in the legal field that inspired him to become a financial advisor.

He witnessed firsthand how the improper setup of trusts and probate wills burdened families with issues that could have been easily prevented with proper proactive planning. When working with the families he advises, John’s experience allows him to combine his rich industry knowledge with his passion for providing clarity and confidence to each client’s unique financial vision.

John joined Willis Johnson & Associates in 2018 as a wealth manager. Before joining the WJA team, John served as a wealth strategist for a leading private bank, as well as vice president of wealth planning for a comprehensive financial planning firm. While fulfilling these roles, John worked with business executives, business owners, and family guardians on a host of planning matters, helping them grow, preserve, and enjoy their wealth.

Preceding his career in financial services, John was an auditor for a probate court where he oversaw the administration of over 1500 estates and trusts. In addition, he worked as a paralegal for an estate planning law firm where he drafted planning documents and managed estate administrations. John also worked as a fundraising/development officer for education and health care institutions.

John earned his Bachelor of Arts at Macalester College in St. Paul, Minnesota, and completed his Certified Financial Planner^® studies at Rice University. He attained his Enrolled Agent (EA) designation with the Internal Revenue Service in 2019, allowing him to represent taxpayers on matters related to the preparation and filing of their tax documents before the IRS.

John is active in the professional community as a member of the Houston Estate and Financial Forum and the Houston Chapter of the Financial Planning Association. In 2009, he was recognized with the Distinguished Service Award by FPA Houston*, as voted by its membership, for his coordination efforts on the chapter’s public appearances at events. John has also served as both president and treasurer of the Planned Giving Council of Houston, as well as treasurer for the St. Stephen’s Episcopal School of Houston.

*Neither Willis Johnson Wealth or John Siegel paid for consideration of the award or to promote it. The award for Distinguished Service from the Financial Planning Association of Houston was awarded in 2009 by popular vote among its members. The award is subjective in nature to acknowledge a member's time commitment and efforts within the organization over the previous year and should not be construed as an endorsement of the advisor.  Willis Johnson & Associates has a reasonable belief that the surveys and applications used to determine the award were fair and balanced.