Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet The Team

The team behind Wilson Financial Services is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Dennis WIlson Founder

Dennis has been providing financial services throughout the U.S. with his innovative pre- and post-retirement and legacy planning strategies for more than 50 years. Dennis specializes in working closely with his clients to create personalized, sound legacy and retirement income plans. He values the importance of helping protect accumulated assets while effectively generating sufficient retirement income and minimizing taxes.

Dennis has taught classes at Rancho Santiago College on life, health and business insurance. He consistently enhances his own knowledge by continuing his education in retirement, financial and estate planning with Ed Slott’s Elite IRA Advisor Group & Advisors Excel annual training. In the early 1980s, he began specializing in retirement and estate planning.

Dennis is an enthusiastic Christian and is actively involved in his community and church. He has coached and umpired Little League baseball for more than 36 years and has taught Sunday school for 40 years. He is the West Coast Director for Effective Ministries, Inc. (The LINK), impacting the nation of Niger, Africa, by building orphanages, supplying medical equipment and serving as a missionary.

Residing in Santa Ana, California, Dennis enjoys a fulfilling life with his wife, Kathy, seven children and 15 grandchildren. Away from the office, he enjoys reading, golf and walking his dog, Chewy.

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Jeffrey WilsonCFO

Jeffrey Wilson CFO

As the CFO of Wilson Financial Services, Jeffrey is focused on helping clients live out their retirement dreams by providing them with a secure financial strategy. He entered the industry in 1993 and is a licensed life insurance agent, primarily serving those in Southern California and Hawaii.

Jeffrey is passionate about living each day to its fullest and encourages his clients to do the same, but with a plan in mind. His favorite saying is, “If you fail to plan, then you plan to fail.”

Living in Santa Ana, California, Jeffrey spends his free time volunteering at church, playing golf, driving sand cars and being with family and friends. Jeffrey is the proud father of four children: Nicholas, Kenneth, Jessica and Diego.

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Tess VillamilOffice Administrator, Client Relations Specialist

Tess VillamilOffice Administrator, Client Relations Specialist

Tess Villamil joined Wilson Financial Services in 1989 as the office manager. As a longtime member of the firm, she has created strong relationships with many clients and their families and is a vital member of the team. Tess is a mother of four daughters and enjoys spoiling her grandchildren.

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Devenie Maietta Executive Administrative Assistant

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Veronica Luna Investor Relations

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Emily De La TorreAdministrative Assistant

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Juan Verdin COO/Managing Partner

Juan Verdin COO/Managing Partner

Juan Verdin is operations officer for Wilson Financial Services and is focused on creating stronger consumer awareness. His goal is to utilize resources available to enhance one’s financial circumstance, whether he is working with an individual, a family or a business entity, and he is committed to providing those services to the best of his ability.

Juan grew up in an economically disadvantaged community. While continuing his education, he discovered financial tools everyone has access to that have the power to help individuals and their families right away, but more importantly, help future generations as well. He believes people of all socioeconomic levels have room for improvement and enhancement, and strives to help people from all walks of life better their financial futures.

Juan graduated from Ohio State University and received a bachelor of science degree with an emphasis in family financial services and a minor in business administration. While at OSU, Juan completed professional courses in personal financial planning, retirement planning, estate planning, insurance and risk management, individual income taxes and investment management. Since college, Juan has passed his Series 6, 7, 24, 63 and 66 securities exams. He is also a licensed life insurance professional.

Juan entered the industry shortly after many Americans experienced the 2008 crash. He became a financial professional to help ensure hard working pre-retirees do not experience another downfall while also keeping pace with the rising cost of living.

Away from the office, Juan enjoys live music, watching sports and playing golf. He and his wife, Candice, have three children: Lucas, Ezekiel and Violet.

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Jeffrey P. Reardon Financial Advisor

Jeffrey P. Reardon Financial Advisor

Jeffrey Reardon is focused on helping clients work toward their retirement dreams by building and following a well-thought-out financial strategy.

Jeffrey strongly believes trust comes through transparency. He is dedicated to helping clients understand options available to them before finalizing an income strategy that can help improve their financial situation. He builds close personal relationships with all individuals and families he works with because he cares for their success, and also because he understands the more he knows his clients, the better he can help them in designing personalized plans.

Jeffrey earned a bachelor’s degree in business administration and is insurance licensed in California (CA License #0L04074). His areas of experience include income planning, business owner solutions, and tax reduction and diversification.

Living in Tustin, California, for more than two decades, Jeffrey enjoys spending time outside whenever he can by going to concerts and camping. He also loves to cook and work out.

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Josh Van Den Berg Financial Advisor

Josh Van Den Berg Financial Advisor

Josh Van Den Berg believes it is imperative to form researched, well thought-out, customized financial plans and goals for every client. Josh delivers a strong financial plan through safety, increased income and tax efficiency.

Josh joined the Wilson Financial team in 2019 after previously working for a large company in Irvine. Josh graduated from Cal State University, Fullerton earning his bachelor’s degree in business administration with a concentration in entrepreneurship and is insurance licensed in California (CA License #4060568).

Josh enjoys working with small business owners and uses his expertise to create multifaceted retirement and income plans for all his clients. Josh creates a personal connection with each family he comes across and delivers exemplary service and communication. He puts an effort on his personal relationship with clients and is not afraid to “think outside of the box” to deliver the most dynamic strategies.

Living in Orange County for over 30 years, Josh enjoys being outdoors golfing or surfing. He also enjoys spending time with his wife, Taylor, and their son, Sawyer. Josh is an active member of his church in the city of Orange and serves on the elder board.

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Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today.

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Or give us a call at 714.705.1900