Our advisors

Bill Terrill

Bill Terrill

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bill Terrill Visit Bill Terrill's website
William Fussell

William Fussell

CRPC®, CDFA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about William Fussell Visit William Fussell's website
Kayla Van Horn

Kayla Van Horn

CFP®

Financial Advisor

Learn more about Kayla Van Horn Visit Kayla Van Horn's website

Our team

Allison Kizzee

Allison Kizzee

Client Service Manager

Personal Intro

Allison joined Wealth Strategy Partners in 2016

Qualifications

  • Series 7
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Erikka Adams

Erikka Adams

Client Service Coordinator

Personal Intro

Erikka joined Wealth Strategy Partners in 2016

Qualifications

  • Point of contact for clients. Day to day support for the advisors
  • Operations and Office Manager
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Cynthia Artificio

Cynthia Artificio

Financial Planning Specialist

Personal Intro

Cynthia joined Wealth Strategy Partners in 2019

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Michael Morgan

Michael Morgan

Paraplanner

Personal Intro

Mike joined Wealth Strategy Partners in 2020

Qualifications

  • Series 7
  • Series 66
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