Mission
Wilson Hand focuses on increasing the amount of capital in the private economy. We believe that the producers of assets and value are the best stewards of those assets and value. These individuals should have authority and control over how they reinvest the value they create. Wilson Hand can empower these individuals to grow their businesses, affect change in their community, and build a financial estate for their beneficiaries by having a program that helps keep more capital in the private economy.
Wilson Hand offers exclusive tax mitigation products to help individuals and business owners reduce their taxable income. We do not advertise our products directly to the client; instead, we align with professionals and small firms to add additional strategies to their client solutions portfolio.
Vision
Wilson Hand partners with Financial Advisors, Wealth Managers/ Advisors, Financial Consultants, Tax Strategists, and Estate Attorneys with a client base of business owners and individuals with a high six-figure taxable income that will benefit from our tax products. Wilson Hand and our partners ensure that highly compensated individuals and business owners feel confident participating in our tax mitigation strategies. With the tools and resources that Wilson Hand provides its partners, they can make educated and thoughtful recommendations to their clients. With our exclusive tax mitigation strategies, we assist individuals and business owners in having authority and control over how they reinvest the value they create by continually working to keep an increasing amount of capital in the private economy.
Values
- Integrity & Transparency: We uphold utmost honesty and clarity in every legal endeavor, demystifying complex processes for our clients.
- Client-Centric Advocacy: At the heart of our operations lies an unwavering commitment to prioritizing and fiercely defending our clients’ interests.
- Innovative Solutions: Embracing change, we provide creative and adaptive solutions, navigating the evolving tax landscape with finesse.
Meet the Team
Jared Berg
Attorney
Sonja Holmberg
Attorney
David Olivencia
Attorney LLC CP
Andrej Kandus
Tax Advisor
Key Partners
John Ryan
Relationship Manager
Jarum Stone
Relationship Manager
Nathan Barton
Relationship Manager
Gordon Christensen
Relationship Manager
Ana Carroll
Relationship Manager
Bill King
Relationship Manager
Dan Sturgill
Relationship Manager
Michael Trevino
Relationship Manager
Philip Danielson
Managing Director
David Proctor
Managing Director
Matt Pack
Operations Manager
Jamie Guedj
Systems and Culture Specialist
