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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

John Wiswell

Founder

JWiswell@Osaicwm.com

John Wiswell has been helping his clients since 1993. He's a second generation financial advisor, a father of five, and a devoted husband of over 35 years. He was educated at both Johnson and Wales University in Providence Rhode Island, and The Wharton School University of Pennsylvania. He founded Wiswell Financial Services in 2003, and is still helping individual clients meet their goals today.

Lisa Wiswell

Office Manager

Lisa is a mother of 5 children, and our Office Manager. Behind every successful team, there's someone who keeps everything together seamlessly. For us, that someone is Lisa. She's not just an expert in handling the intricacies of our business; she's the glue that binds our diverse talents, transforming us into a high powered unit. Lisa is the backbone of our familial atmosphere and keeps us running smoothly.

Blake Wiswell

Financial Advisor & Marketing Manager

BWiswell@Osaicwm.com

Blake became a registered financial advisor in 2024, earning the credentials to guide clients down the financial path best suited to their unique situations. With a strong foundation in financial planning and investment principles, he is committed to helping individuals and families make informed decisions that align with their long-term goals.

After graduating from the University of Florida, Blake joined the firm as its newest team member, initially taking on the role of Marketing Manager. He strives to build meaningful relationships with clients, creating a bridge between traditional values and modern financial strategies. His strategic mindset, paired with a strong understanding of consumer behavior, helps strengthen client connections and broaden the firm’s market reach.

Byron Wiswell

1930 to 2016

Byron moved his family to Fort Lauderdale, Florida in 1968 to start a new career as a Financial Advisor. Three generations later the Wiswell Family carries on his tradition of helping clients achieve their goals with an emphasis on client education and sound financial advice.