WJ INTERESTS - Key Persons
Alisha's responsibilities at WJ Interests involve supporting the advisors by executing necessary trades as well as maintaining our portfolio accounting system.
Alisha came to WJ with a background in public accounting, working for industry leaders such as Arthur Andersen LLP (pre-Enron) and Nuevo Energy Company. She graduated Magna Cum Laude from Texas A&M University with a BBA in Accounting.
Alisha keeps extremely busy with her large family and all the activities that go along with four kids. She is a proud Aggie and comes from a family of Aggies going back four generations. Alisha lives in Sugar Land with her husband, four kids and five pets.
Alyson contributes to the WJ Interests team by organizing office operations and procedures. She ensures the office is running smoothly by managing day-to-day administrative needs. She is the first face you see when you visit our office and will always welcome you with a warm smile. Alyson brings over 14 years of customer service experience. Her organizational skills and keen eye for detail are great assets for WJ Interests.
Alyson enjoys traveling, sports, and spending time with her family. She lives in Richmond with her husband and four children.
Ashley focuses on marketing and business development initiatives. She develops and executes a marketing and communications strategy to support consistent business growth and enhance the client experience. In addition, Ashley manages all marketing functions including events, client communication and community involvement.
Ashley brings more than 15 years of marketing and event management experience from the legal and engineering industry. Her unique perspective and keen eye for detail are great assets for WJ Interests. Ashley graduated from The University of Texas at Austin with a BS degree in Communication Studies.
Ashley enjoys traveling, baking, reading and spending time with family. She lives in Sugar Land with her husband and three children.
Job Titles:
- Chairman
- Founding Partner
- CFP®, Chairman, Partner
Bill is the Chairman and founding partner of WJ Interests. His leadership provides the strategic guidance for WJ's asset management strategy. Bill provides the inspiration, leadership and experience that enables the WJ Team to manage our client's investments as if they were our own.
Bill has 30+ years of management experience in leading successful business enterprises. Prior to forming WJ Interests in 1996, Bill was an owner and served as the President of Lichliter/Jameson, now known as LJA Engineering, Inc., a leader in the Houston Engineering Industry. During his leadership, his emphasis was business financial/strategic planning of bond financing for public works and infrastructure projects. Bill is a CERTIFIED FINANCIAL PLANNER™ professional and a registered investment advisor with the US Securities and Exchange Commission (SEC).
Bill has been a longtime resident of Fort Bend County and has certainly contributed to improving the way of life in his community. Both by building a positive business climate through his work with the Fort Bend Chamber and Greater Fort Bend EDC, but also in the not-for-profit sector helping those less fortunate as a Trustee on The George Foundation and other not-for-profit organizations.
Bill has spent a great amount of time traveling extensively around the world both for pleasure and in pursuit of hobbies. He has a great love for the game of golf and the sport of fly fishing. Health and physical fitness has always been of great importance to Bill throughout his life. Bill lives in Sugar Land with his wife and dog - close proximity to his two children and four grandchildren.
Job Titles:
- CFP®, CAIA, Portfolio Manager
Brandon's responsibilities at WJ Interests include supporting the investment and economic research side of the business. He is constantly searching and screening potential fund managers. Brandon works hand-in-hand with the Chief Investment Officer on portfolio management and asset allocation.
Brandon first came to WJ as an intern in the summer of 2012 and then returned the following year. After graduating from the University of Texas at San Antonio, he returned to WJ as a full-time associate in 2014. Brandon is a Chartered Alternative Investment Analyst (CAIA), CERTIFIED FINANCIAL PLANNER™ professional and a registered investment advisor with the US Securities and Exchange Commission (SEC).
Brandon lives an active life and has a love for almost anything sports related. Brandon grew up in Fort Bend County and is glad to be back - he lives in Sienna with his wife, two daughters and three dogs.
Job Titles:
- Operations Manager
- Member of the National Society of Leadership
Estella's responsibilities at WJ Interests involves managing all aspects of our clients' accounts with excellent customer service. She handles all client requests from the initial on-boarding process to facilitating money movement requests to all interactions with Charles Schwab.
Estella joined WJ with extensive experience in the Finance industry. She has a background with AIM Investments as a Cash Management Analyst, Salient Partners as a Portfolio Analyst and most recently, the Operations Manager for Coastal Securities; a fixed income brokerage firm. During her tenure with these firms, she gained extensive knowledge of mutual funds, hedge funds, alternative investments, and fixed income products. Estella is a graduate of the University of Phoenix.
Estella is an active member of The National Society of Leadership and Success. She enjoys working with high school and college students in her spare time as they navigate the next phase of life. Additionally, Estella teaches finance classes and is a member of the Finance Committee at her church. She and her husband are members of the KALEIDOSCOPE Guild, which raises funds for the educational development and social enrichment of children in Fort Bend County. Estella has an adult daughter and lives in Stafford with her husband.
Job Titles:
- Chief Executive Officer
- Partner
- CFP®, CEO, Partner
Going from civil engineering to financial planning doesn't seem like a typical progression, but in retrospect, it makes perfect sense. When Bill Jameson and his son, Jared, founded WJ Interests, they not only brought with them years of disciplined project management and client service experience, they brought a unique discipline.
Jared is the Chief Executive Officer of WJ Interests. In this role, he oversees the firm operations, strategy, and all aspects of client service and satisfaction. He also serves as the Chief Investment Officer of the firm leading the portfolio development process. Jared believes that transparency and the fee-only approach leads to long-lasting, trust based relationships.
Prior to forming WJ Interests in 1996, Jared worked as a Professional Engineer at Ch2m Hill among other firms. As Jared made the transition from a Professional Engineer into Finance, he was able to apply his methodical, reasoned approach he used in solving engineering problems to solving client's financial problems. Jared earned a Bachelor of Science in Civil Engineering from Southern Methodist University and a MBA degree from the University of Texas at Austin. Jared is a CERTIFIED FINANCIAL PLANNER™ professional and a registered investment advisor with the US Securities and Exchange Commission (SEC).
Jared has been a longtime resident of Fort Bend County and serving his community has always been of great importance. He has taken an active role in numerous charities and organizations such as the Greater Fort Bend EDC and the Fort Bend County Women's Center.
Jared is an avid golfer and is always looking to improve his handicap. Unfortunately his woodworking skills are not as impressive as his golf game, he calls himself a frustrated woodworker with excellent caulking skills that fix many mistakes. Jared lives in Sugar Land with his wife, daughter, three dogs and two cats.
Job Titles:
- Partner
- CERTIFIED FINANCIAL PLANNER
- CFP®, CExP™, Senior Wealth Advisor, Partner
Jonathan is Partner and Senior Wealth Advisor with WJ Interests. In this capacity, he provides wealth management and financial planning services to clients in order to help them plan for their financial future. He advises clients on many aspects of financial planning including retirement, education, estate, insurance, tax and investment planning.
Prior to joining the WJ Team, Jonathan served as a Banker and Investment Specialist for the J.P. Morgan Private Bank in Houston. Previously, he served as an Officer in the United States Marine Corps on assignments in Iraq, Australia and Hawaii with an infantry battalion and regiment. He attained the rank of Captain during his final assignment in Quantico, VA, where he served as the Adjutant for the Air Facility in support of the President's Helicopter Squadron. He was awarded two Navy and Marine Corps Commendation Medals for meritorious service during his tenure in the Marine Corps.
Jonathan is also a CERTIFIED FINANCIAL PLANNER™ and Exit Planning professional. He earned a Bachelor of Science in Ocean Engineering from the United States Naval Academy and a Master of Business Administration with a concentration in Finance from the University of Texas at Austin.
Jonathan lives in Sugar Land with his wife, two sons and daughter.
Mateo's responsibilities at WJ Interests include financial planning services to clients for their financial future. He reaches out to clients for updates as well as runs analysis' over the effect of major financial decisions. Mateo works hand in hand with WJ's Senior Advisors to ensure the success of client's financial plan.
Mateo is a recent graduate of Texas A&M University and was a part of the Fightin' Texas Aggie Band and Corps of Cadets. He joined WJ as a full-time associate in the summer of 2022. Mateo is currently studying for his CFP certification. Mateo is an avid runner and loves to be outdoors. He and his wife live in the Clear Lake area with their Corgi.