Wealth Strategy Partners

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Bill Terrill, Private Wealth Advisor serving the Portland, OR area - Ameriprise Advisors

Bill Terrill

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bill Terrill's website
William Fussell, Financial Advisor serving the Portland, OR area - Ameriprise Advisors

William Fussell

CRPC®, CDFA®, ChFC®

Financial Advisor

Chartered Financial Consultant®
Visit William Fussell's website
Michael Morgan, Financial Advisor serving the Portland, OR area - Ameriprise Advisors

Michael Morgan

Financial Advisor

Visit Michael Morgan's website

Team

Allison Kizzee

Allison Kizzee

Client Service Manager

Qualifications

  • Series 7 – General Securities Representative

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
  • Financial Planning support
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Erikka Rynex

Erikka Rynex

Client Service Coordinator,

Operations Manager

Roles & Responsibilities

  • Practice Operations and Office Manager
  • Scheduling
  • Day to day support for the advisors
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Cynthia Artificio

Cynthia Artificio

Financial Planning Assistant

Roles & Responsibilities

  • Financial Analysis and Preparation
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Mitchell Hurley

Mitchell Hurley

Paraplanner

Qualifications

  • Series 7TO – General Securities Representative
  • SIE - Securities Industry Essentials
  • Series 6 - Investment Company Products/Variable Contracts Representative
  • Series 66 – Uniform Combined State Law Examination
  • Series 63 - Uniform Securities Agent State Law

Roles & Responsibilities

  • Account and Trade Information
  • Money Movement
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