Welcome

Combining over 100 years of financial services experience, the Willett Phelan Myers Rodts Wealth team works with individuals, families, and businesses to guide financial decision-making and create plans to help accomplish our client’s goals. Led by Scott Phelan, Chris Willett, Kevin Myers, and Avery Rodts our team is dedicated to growing clients' wealth, protecting their assets, and utilizing tax-efficient planning strategies. We work with and for our clients, tailoring plans to fit their unique needs, preferences, and values. Through our comprehensive and client-first approach, we foster long-term relationships to advise clients through all phases of their financial journey.

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