Cole Willyard

Cole Willyard has more than 10 years of experience in investment advisory, team leadership, and retail banking. As OPWM’s dedicated Wealth Advisor in Eugene, he works with individuals and families on retirement planning, tax-efficient investing, and long-term wealth strategies. Before joining OPWM, Cole was a Wealth Advisor and Team Lead at Vita Planning Group and a Financial Advisor at Merrill Lynch, where he worked with high-net-worth clients on investment and financial planning strategies. He started his career at U.S. Bank, moving from banker to branch manager. He holds the Chartered Retirement Planning Counselor (CRPC®) designation and Series 65 license.

Cole and his wife, Rya, moved to Eugene from Portland with their two kids. When he’s not with his family, you’ll find him surfing or playing beach volleyball.