JB Wilson is a seasoned financial advisor based in Tacoma, Washington, affiliated with Cornerstone Financial Strategies, a practice of Ameriprise Financial Services, LLC. With over a decade of experience, he holds esteemed certifications including CFP® (Certified Financial Planner) and APMA™ (Accredited Portfolio Management Advisor), among others. His expertise encompasses a broad spectrum of financial planning areas such as retirement and estate planning, wealth preservation, investment management, insurance, and tax strategies. Wilson is committed to delivering personalized, one-on-one financial advice tailored to individual goals and needs, ensuring regular reviews and providing clients with digital tools for ongoing financial tracking. He emphasizes a structured approach to financial planning, aligning clients’ financial strategies with their core values and long-term objectives. Recognized for his excellence, he was named one of Forbes’ Best-in-State Next-Generation Wealth Advisors in 2022. Beyond his professional endeavors, Wilson is actively involved in his community, serving on his church and local YMCA boards, and enjoys spending quality time with his wife and two daughters in Gig Harbor, WA.