Our Mission: To work individually with each client to create a strategy for successful retirement, using sound financial and insurance planning, to meet your specific desires and goals. To address the “unique problems” and situations involved with retirement planning and the “unique solutions” that are available. To educate clients on the responsibilities of money and how a strategic plan can help you in years to come. Personal service and a caring spirit for each individual client are top priority, “for we truly do care for you.”
Jim resides in Land ‘O Lakes with his wife, Candi. They have 5 married children and 10 grandchildren. He enjoys family outings, church mission trips, golf, tennis, mountain biking, soccer, and traveling.
Jim is a graduate of Baptist Bible College and has a bachelor’s in theology. He and Candi attend The Church at Myrtle Lake, where Jim teaches a Logos Prep class and serves on the mission committee.
Jim is a published author, recently shared his unique spiritual journey in his first book, How on Earth Did I get Here? Defining Moments & Divine Appointments.
Jim’s goal is to meet your individual goals with a strong and safe financial strategy.
As an independent insurance agent since 1988, Jim has been nationally awarded for his industry achievements over 25 times.
He is also a Qualified Kingdom Advisor and has completed extensive studies on Biblical financial principles.
Laura Brooks is the Executive Assistant and Licensed Agent at The Willis Agency and has been in the financial industry since 2004. She began her carrier in the Personal Asset Management side of banking and then moved over to Commercial Real Estate before entering the Retirement Planning industry.
Since then Laura has acquired her Life, Health and Variable Annuity License and began helping clients at The Willis Agency achieve peace of mind during retirement planning. She truly enjoys helping people reach their retirement goals.
Laura is married to Michael Brooks and they have two daughters, Taylor and Reese. On the weekends they can be found spending time with family and hanging out at the beach.
When James H. Willis III was only fifteen years old, family circumstances left him without the only home he had ever known. He was on his own, and he wasn’t sure what to do—he just knew he had to survive.
The young teen spent part of his adolescence living in a tree in the woods. Yet Willis never gave up hope. He spent every day going to school and working. Despite not having a support system, Willis persevered. His strong spirit and unwillingness to give up helped him get through the next eight years of his life, but that wasn’t enough. There was still something missing from his soul.
At the age of twenty-three, Willis had another important and powerful transformation. It was this moment that completely changed his life. He learned to listen to the Lord’s voice and trust that God loved him and had a plan for him. Willis made the choice to follow God on his spiritual journey forward, and it was the best decision he ever made.
As Willis recounts this amazing moment in his life, he gives you insight and advice you can take on your own spiritual journey and as you work through your own problems. His “spiritual growth steps” will help you form a deeper and stronger relationship with God!