Certified Retirement Planning Counselor® and is a PIM® Portfolio Manager through Wells
Fargo Advisors. His practice focuses on fee-based management of conservative stock and bond portfolios, aiming for long-term growth and income while incorporating tactical asset
management strategies. Willard emphasizes the importance of long-term client relationships as a cornerstone of successful investment outcomes.

Before entering the financial services industry, Willard served as Chairman and CEO of Pease
Oil & Gas, a publicly traded exploration company. During his tenure, he was dedicated to
serving shareholders and earned numerous accolades, including multiple acquisitions and the
successful completion of exploratory oil wells.

Willard holds FINRA Series 7, 66, 9, and 10 securities registrations. He earned his
undergraduate degree from Mesa State College and regularly participates in continuing education to remain at the forefront of financial regulation. He resides in Grand Junction with his wife Debbie, their two Frenchie’s Petunia and Magnolia, and their four grown children. An avid fisherman, Willard enjoys escaping to his favorite “honey hole” whenever he can to fish for
largemouth bass

Willard H. Pease III is Senior Vice President – Investment officer of Pease Financial Strategies Group of Wells Fargo Advisors. He is a CERTIFIED FINANCIAL PLANNER® Professional and has been working in the financial industry since 2015. He is a PIM® Portfolio manager, a designation through Wells Fargo Advisors. Prior to entering the financial sector, Willard was a Drilling Fluids Engineer in the oil and gas sector. There he worked alongside operators of drilling rigs to design, deploy and monitor drilling fluid systems for exploratory drilling projects in the Uintah, Permian, and Piceance basins. Willard helps provide real world perspectives to the group, his critical thinking skills and engineering background provide a deeper level of understanding and dedication to the group’s high net worth clients. His expansive knowledge of advanced planning strategies helps add value to affluent families. His current efforts are dedicated to expansion of the practice, portfolio management strategies for high net worth family’s and small to midsize businesses. He strives to be at the for front of financial technology to offer clients state of the art solutions for modern day issues

Willard holds his FINRA Series 6, 7, 63, and 66 securities registrations. He earned his undergraduate degree from Colorado Mesa University and is also and Accredited Portfolio Management Advisor® earned thru the College for Financial Planning. He resides in Grand Junction where he spends his free time pursuing a passion for audio and moonlighting as a country music singer and guitar player.

CA Insurance License Number: 4176348. Resident State CO

Pam joined our practice in 2023, bringing with her a strong background in client service and executive administration. Prior to joining the team, she worked with Wells Fargo Home Mortgage, where she supported clients with care, precision, and a deep understanding of their financial needs. Her breadth of knowledge and organizational expertise make her an invaluable part of our client experience.
Pam earned her associate degree from Colorado Mesa University in 2012, further strengthening her foundation in business and client relations. Her attention to detail and proactive approach has quickly made her a go-to resource for both clients and colleagues alike.
Outside of work, Pam enjoys spending quality time with her two sons, Dakota and Tyler. She’s also known for her incredible holiday spirit, especially during Halloween, when she transforms her home into a spooktacular showcase of creativity and festive flair. And of course, her days wouldn’t be complete without her beloved Corgi, Peanut, who brings joy and energy to every moment.