With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Bill Terrill

CFP®, APMA

Private Wealth Advisor

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

Stephen M Aaron

CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Stephen M Aaron Visit Stephen M Aaron's website

William Fussell

CRPC, CDFA®, ChFC®

Financial Advisor

Chartered Financial Consultant®
Learn more about William Fussell Visit William Fussell's website

Kayla Van Horn

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Kayla Van Horn Visit Kayla Van Horn's website

Mitchell Hurley

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mitchell Hurley Visit Mitchell Hurley's website

Amelia Beukers

Associate Financial Advisor

Learn more about Amelia Beukers Visit Amelia Beukers's website


Our team

David Rademacher, MBA

David Rademacher, MBA

Operations Director,

Chief Operating Officer of Wealth Strategy Partners
Erikka Rynex

Erikka Rynex

Client Relationship Manager,

Operations Manager

Roles & Responsibilities

  • Practice Operations and Office Manager
  • Marketing
  • Day to day support for the advisors
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Dixie Tolman

Dixie Tolman

Client Service Specialist,

Chartered Retirement Planning Counselor™

Qualifications

  • Series 66 - Uniform Combined State Law Examination

  • SIE - Securities Industry Essentials Examination

  • Series 7 - General Securities Representative Examination

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Allison Kizzee

Allison Kizzee

Client Service Manager,

Financial Planning Specialist

Qualifications

  • Series 7TO - General Securities Representative
  • SIE - Securities Industry Essentials

Roles & Responsibilities

  • Financial Planning Support
  • Account and Trade Information
  • Money Movement
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Stephanie Villa

Stephanie Villa

Client Service Coordinator

Roles & Responsibilities

  • Scheduling
  • Referrals & New Clients
  • Day to day support for the advisors
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Cynthia Artificio

Cynthia Artificio

Financial Planning Specialist

Roles & Responsibilities

  • Financial Analysis and Preparation
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Manuel Padro IV

Manuel Padro IV

Paraplanner

Qualifications

    • SIE - Securities Industry Essentials
    • Series 66 - Uniform Combined State Law Examination
    • Series 7TO - General Securities Representative

Roles & Responsibilities

  • Account and Trade information
  • Money Movement
  • Day to day support for the advisors
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Lori Kesler Southwick

Lori Kesler Southwick

Financial Planning Specialist

Roles & Responsibilities

  • Financial Analysis and Preparation
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