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We’re passionate about helping businesses build a foundation for financial success. Our purpose is to deliver high-touch, relational service, and be a resource for clients. With over 30 years of experience in the financial planning space, we understand the needs of our community.

Do you want to rise above the ordinary and work at a transparent, loyal, and purposeful firm? Join the Willis & Machnik Financial Services family to be a part of a dynamic and dependable team.

Our History

Our History

For the past three decades, we’ve built a sense of partnership and family with our clients, community, and staff. But Willis & Machnik is just getting started!

Our Purpose

Our Purpose

We collaborate with clients by delivering high-touch, relational service backed by broad business knowledge and deep wealth management experience.

Our Differentiator

Our Differentiator

Our tax-smart, client-first approach sets us apart from other firms, and our involvement in the greater Jackson area fuels growth—for the community and for our business.