Meet Our Founders

 

Isaiah T. Williams Jr.

Isaiah is the Chief Executive Officer and Co-founder of Bascom Hill Wealth, bringing over a decade of expertise in wealth management and financial advising. He specializes in crafting personalized financial plans that align with his clients’ aspirations, legacies, and deeply held priorities—helping them build financial confidence and a future that reflects what matters most to them.

Isaiah began his career as an associate & analyst with
UBS – The Burish Group before advancing to Vice President, Senior Financial Advisor at Merrill Lynch, scaling client assets with high-performance financial solutions. His expertise spans comprehensive financial strategies, including investment management, tax optimization, and estate planning. Committed to fostering long-term, trusting relationships, he empowers clients to make informed financial decisions with confidence.

He holds a bachelor’s degree in Personal Finance from the
University of Wisconsin-Madison and is a proud member of the W Club and the UW Alumni Association.

Beyond his professional life, Isaiah finds the greatest joy
in spending quality time with his daughters—Adalyn Grace, Isabella Aliece, and Mia Amor. Whether it’s exploring the outdoors, attending their activities, or simply sharing meaningful conversations, he cherishes every moment as a father.  Family is at the heart of his life, and he is deeply committed to creating lasting memories with his children.

Jonathan R. Mohoney

Jon is the Chief Operating Officer and Co-Founder of Bascom
Hill Wealth, bringing over 15 years of expertise in finance, technology, and direct company operations.

Jon began his career on Wall Street, working with Credit
Suisse and Deutsche Bank in their Technology Investment Banking groups. He then transitioned into venture capital, joining Investor Growth Capital—part of the prestigious Swedish multi-generational family office, Investor AB—where he focused on late-stage technology investments. Following his venture capital experience, Jon joined Google Cloud, leading the adoption of cloud solutions among financial institutions.

Jon earned a Bachelor’s degree in Finance, Investment,
and Banking from the University of Wisconsin-Madison. 

 

Conquering Financial Hills: The Bascom Hill Wealth Story

 

Bascom Hill Wealth emerged from a deeply shared experience rooted in the daily lives of its founders at the University of Wisconsin-Madison. Each day, our founders climbed its namesake hill, a trek that mirrored life’s financial challenges: “steep, uncertain, and at times overwhelming.” This shared journey up Bascom Hill wasn’t just a physical activity; it became a profound lesson in the necessity of strategy, persistence, and guidance to overcome significant obstacles.

Just as students would need to map their route and persevere to reach the top, our founders recognized that individuals navigating the intricacies of personal finance require a “trusted advisor” to help them chart their course. This realization was the genesis of Bascom Hill Wealth – an entity built to be that steady, unwavering compass helping clients move forward with clarity and confidence. We understand that financial planning can evoke fear and uncertainty, much like facing that first uphill step. That’s why we go beyond investment advice. We are partners in your financial journey, offering both strategic guidance and peace of mind, grounded in integrity and personalized support.

At Bascom Hill Wealth, our mission is simple: to empower you to conquer your financial “hills,” transforming obstacles into opportunities for growth, security, and lasting success. With the right plan and a trusted guide, even the steepest climbs become achievable.

 

Let’s Start a Conversation

Ready to take charge of your wealth? Bascom Hill Wealth LLC invites you to explore how our comprehensive approach can secure and grow what you’ve built. Contact Jonathan Mohoney, at [email protected] for a complimentary consultation.