Greg Wilson holds a notable professional background with 17 years in the aerospace purchasing and management industry, and 10 years in pharmaceutical product distribution. Five years ago, Greg pursued a career in financial services and earned a certification in series 65 to specialize in retirement income planning. As a double major from University of California, Wilson holds a degree in economics and geography/urban and regional development. Today, he attends American College of Financial Services to work toward a master’s degree in financial services. Wilson is also a veteran of the United States Marine Corps Reserve, serving his country from 1984 to 1990.
Born in Montebello, CA and a graduate from Whitter High School, Greg Wilson stayed close to his California roots through college and beyond. In 1999, he married his loving wife Juliana and, together, they grew their family to a size of six. Raising two older boys, Nathaniel and John, and a younger set of twins, Chloe and Elise, Wilson kept his hands full with homeschooling his children for nearly 10 years. He stays active in the community by serving as a junior high pastor at Calvary Chapel and as a youth sports coach in the Whittier Area Community Church. But Wilson also enjoys staying athletic year-round, with indoor futsal every fall and basketball in the spring. His favorite current pastime is enhancing his artistic skills by learning guitar with his oldest son, Nathaniel.
Steve Clark has nearly 30 years of experience in the education field, as well as nine years in the commercial construction industry and six years in the insurance business. As a knowledgeable professional in numerous fields, Steve is quick to adapt to new environments and conquer every challenge he may face along the way. With seven years of experience in estate and business planning with Northwestern Mutual and New York Life, Steve is equipped with the expertise needed to help strategize the best insurance plans for his clients at Ortiz World Wealth.
Born in Montebello, California and raised in Whittier, Steve’s upbringing was nothing short of adventurous. Raised in a household that holds a passion for the outdoors, Steve grew up with a love for fishing, camping, hunting and hiking. His outdoor hobbies later inspired him to go backpacking and even lead him overseas for short-term mission trips in Russia and Mexico. Steve remained close to home through college and beyond. During his time at Whittier College, he met his wonderful wife Susan and, together, they raised four children and three grandchildren. Aside from family, outdoors and travel, Steve is devoted to his faith. He served as a Biblical Counselor for 27 years and as a children’s ministry for six; he also trained other counselors for crusades and outreaches.
Jim Clawson specializes in retirement income planning, working closely with clients to set policies fit for each individual’s need. His dedication toward building long-term relationships sets a unique trust with his clientele and ensures exceptional customer service through every interaction. A graduate from Brigham Young University with a degree in communications, Clawson leverages his personable skills to build a strong foundation with each client for a journey toward financial success.
A California native, Jim Clawson is a longstanding resident of Pasadena, CA, where he spent his childhood and graduated high school. Today, he’s a devout husband of 22 years and a loving father to six children and 14 grandchildren. When he’s not spending time with family, you can catch him nose-deep in genealogy studies or out swinging a golf club on the courses. Clawson also holds a passion for travel and serving those in need, and later set out to do just that through a voluntary missionary service across Australia. Those closest to him would best describe him as a full-time husband, father and grandfather, and a part-time cook, traveler and golfer.