Roslyn Willis

Roslyn retired from the U.S. Army after serving over 20 years in the Quartermaster Corps. The Quartermaster Corps motto is “Supporting Victory,” which is what she strives for when advising clients in financial matters; “Victory.” She had the privilege of leading Soldiers and learning from some of the most forward-thinking people both in and outside of the military.

As a prosperity advisor, focusing on life insurance, tax sheltering, LLC setup, and more, she strongly believes in client education and strives to empower her clients so they can make sound financial decisions. She has studied finances for many years and after retirement, she went to school to become a Certified Financial Planner. After completing the first of three 6-month courses, she decided she did not want to provide her clients with cookie-cutter financial plans, she wanted each client to receive a tailored financial strategy so she shifted gears and decided to work as an independent consultant.

Roslyn ensures that she gets to know each client on a deeply personal level, focusing on their family dreams, retirement goals, and legacy mental picture. Roslyn is honored to be a part of a team of experienced professionals whose goal is to empower our clients so they can take an active up-front role in understanding their financial future and legacy.

Roslyn has a Bachelor’s Degree in Logistics and Transportation Management from American Military University and an Associates Degree in Information Technology Systems-Cyber Security from El Paso Community College.