Our Team

William (Bill) Wilson celebrates his 43rd year doing business in the Financial Service Industry. Mr. Wilson is President and CEO of Wilson Financial Group, Inc. Mr. Wilson is also an Investment Advisor Representative Solicitor, and has a business relationship with Joshua Stroud, owner of Reign Wealth Logic, LLC, a Registered Investment Advisory Firm (RIA) based in Springfield, Oregon. Both Mr. Wilson and Mr.Stroud focus on helping people keep what they work hard for when it comes to retirement. Our goal is to restore investor trust and confidence in the financial system, through the creation of client relationships, based on full fiduciary disclosure and transparency of action.

As an advisor, Bill believes that whether an individual is a “do-it-yourselfer” or has a financial advisor, their money is simply too important to NOT take the time to see if there are better ways to accomplish their financial goals.

Bill is a member of the National Ethics Association, a member of the Business Consumer Alliance in CA and the Better Business Bureau. His business ethics have earned him an AAA rating with Business Consumer Alliance and an A+ rating with the Better Business Bureau, the highest in BBB's ratings.

Prior to becoming a financial advisor, Bill served as a member of the United States Army Parachute Team “The Golden Knights” stationed in Fort Bragg, NC.

Estate Planning attorney Christian Smith helps families throughout the state of Florida. Christian was born in Jacksonville, Florida, and was raised as a military brat while his mom was stationed at the Naval Air Station in Jacksonville. Christian graduated with high honors with a Bachelor’s in English Literature from the University of North Florida in Jacksonville. Upon graduation, Christian moved to Ohio to take care of his aging grandpa and to attend law school. While attending law school at the University of Dayton in Ohio, Christian endured a very difficult probate process when his grandpa passed. The probate process took over a year to complete and cost tens of thousands of dollars. In addition to the expense and the delay, Christian saw firsthand how the death of his father figure drastically impacted the family dynamic. Christian felt a calling to help families avoid the immense emotional and financial burden that inevitably follows if one does not have their estate plan in order. Christian resides in St. Petersburg near the Weedon Island Preserve where he frequently enjoys running and kayaking with his wife. He also enjoys playing tennis and ice hockey when he is not serving families and helping them accomplish their estate planning goals.

Education: B.A. in English Literature at University of North Florida in Jacksonville, Florida
J.D. from University of Dayton School of Law in Dayton, Ohio

Licenses: Florida Bar licensure

Joshua has been serving clients in the financial services industry since 2000. As a CPFA and AIF®, he is obligated to maintain a fiduciary standard of care, which mandates that he puts his clients interest above his own. This standard is only required of fiduciaries.

Tamara is concerned with the task of overseeing the day-to-day administrative and operational functions of our practice.

Having a MBA in Marketing and Economics combined with 30 years experience applying strategy and risk management to multi billion dollar portfolio’s; Walt introduces the most compelling financial solutions to help ensure the safest and best client outcomes.