Agatha 'Aggie' Johnson
CFP®, CPWA®, CEPA®
Founder of Will-Kate, 3rd Generation of a Family Legacy Business
Agatha Johnson, known for being intuitive regarding people, is founder and owner of Will Kate, an organization focused on the purpose of your family wealth.
Aggie Johnson, founder and owner of WillKate, works at the intersection of family and business. Drawing on 30 years of experience, she has developed a thoughtful, tailored process designed to meet each client’s unique needs.
As a CFP®, CPWA®, and CEPA®, Aggie combines deep technical expertise with training in Executive Coaching and the Bowen Institute of Family Systems. Her process helps individuals, families, and family businesses build with purpose, strengthen relationships, and develop effective structure and governance while thoughtfully balancing individual needs, family dynamics, culture, and the complexities of business and wealth.
Aggie also brings personal experience to this work. She served as a General Partner alongside her sister in a third-generation family enterprise, in a family of eight siblings. She understands firsthand how complex it can be to navigate family dynamics while balancing the needs of the individuals, the family, the business, and the wealth. Through WillKate, she helps clients move through that complexity with greater clarity and intention.
Aggie and the WillKate team take a unique, heart-centered, and holistic approach to helping clients build lasting family enterprises. Through a multidisciplinary process that includes multi-generational family transition planning, wealth planning and management, and family enterprise office services, they guide families through both the practical and personal dimensions of this work. We believe the process itself, and the journey our clients take through it, is invaluable.
Justin Aman
Family Business Behavior and Culture Consultant
Justin brings a deeper understanding of our family clients by bringing his knowledge of the human thought process to the team and serves as family business behavioral specialist, wellbeing and culture consultant.
Justin has been with WillKate since 2014; first as an administrative assistant, then advancing to project manager, and now in his current role using both behavior analysis and consulting skillsets. Justin holds a Bachelor’s of Psychology (South Dakota State, 2017), a Master’s of Clinical Psychology (Emporia State University, 2021) with an emphasis on stress and coping, and is now currently working towards his doctoral degree (Ph.D.) in Counseling Psychology at the University of Northern Colorado.
Justin supports the team by gathering and analyzing responses from inventories, interviews, and surveys to facilitate client personal growth as well as developing group and organizational dynamics. This information provides the ability to understand the impact a person’s environment, experiences, upbringing, and values have on their thought process both in the work environment and their personal life.
Jerrad Aman – Pharm.D, MBA, CEPA®
Family Enterprise Advisor
Jerrad comes to the team after leading pharmacies as a manager and a pharmacist in both corporate and independent, family-owned pharmacies for 19 years. He holds a Bachelor's of Pharmaceutical Sciences (South Dakota State, 2003), Doctor of Pharmacy (South Dakota State, 2005), MBA in Organizational Development (University of Sioux Falls, 2023), is CEPA (Certified Exit Planning Advisor—Exit Planning Institute) certified (May 2024), and is currently working on his CIMA (Certified Investment Management Analyst—Yale School of Management) certification.
Jerrad has built teams in both corporate and family-owned pharmacies and holds the belief that your teams are the heartbeat of your organization. Jerrad was responsible for not only the culture to thrive, but also the profits to support the growth of the organization. Jerrad will support the team in aiding the development of next-generation stakeholders in family businesses, coaching executive leaders and members of generational wealth to help ensure they are prepared to carry on the legacy built before them.
Jerrad is married to Kathy and they have 2 adult sons and 5 daughters. In his spare time, he enjoys spending time with his family and attending the multitude of events available with a larger family. He is an avid reader, continuous learner, and relationship builder.
Contact Our Team
A member of our team will follow-up with you to discuss availability and confirm an appointment time, if necessary.
Justin Aman
Family Business Behavior and Culture Consultant
Justin brings a deeper understanding of our family clients by bringing his knowledge of the human thought process to the team and serves as family business behavioral specialist, wellbeing and culture consultant. Justin has been with WillKate since 2014; first as an Administrative Assistant, then advancing to Project Manager, and now in his current role using both behavior analysis and consulting. Justin holds a Bachelor’s of Psychology (South Dakota State, 2017) and a Master’s of Clinical Psychology (Emporia State University, 2021) with an emphasis on stress and coping. Justin supports the team by gathering and analyzing responses from inventories, interviews, and surveys to facilitate client personal growth as well as developing group and organizational dynamics. This information provides the ability to understand the impact a person’s environment, experiences, upbringing, and values have on their thought process both in the work environment and their personal life. Justin is also a part of a research team at the University of Minnesota investigating proteomics in Down Syndrome and Autism.
Jerrad Aman – Pharm.D, MBA, CEPA®
Family Enterprise Advisor
Jerrad comes to the team after leading pharmacies as a manager and a pharmacist in both corporate and independent, family-owned pharmacies for 19 years. He holds a Bachelor's of Pharmaceutical Sciences (South Dakota State, 2003), Doctor of Pharmacy (South Dakota State, 2005), MBA in Organizational Development (University of Sioux Falls, 2023), is CEPA (Certified Exit Planning Advisor—Exit Planning Institute) certified (May 2024), and is currently working on his CIMA (Certified Investment Management Analyst—Yale School of Management) certification. Jerrad has built teams in both corporate and family-owned pharmacies and holds the belief that your teams are the heartbeat of your organization. Jerrad was responsible for not only the culture to thrive, but also the profits to support the growth of the organization. Jerrad will support the team in aiding the development of next-generation stakeholders in family businesses, coaching executive leaders and members of generational wealth to help ensure they are prepared to carry on the legacy built before them.
Jerrad is married to Kathy and they have 2 adult sons and 5 daughters. In his spare time, he enjoys spending time with his family and attending the multitude of events available with a larger family. He is an avid reader, continuous learner, and relationship builder.
Contact Our Team
A member of our team will follow-up with you to discuss availability and confirm an appointment time, if necessary.