Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Investment Management
  • Women's Financial Strategies
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Sustainable and Responsible Investing
  • Financial Strategies for LGBTQ Couples and Families
  • Estate Planning Strategies
  • Business Retirement Plans
  • Domestic Partner Planning
  • Saving for Education
  • Wealth Preservation Strategies
  • Employee Stock Options
  • Retirement Income Strategies

Awards & recognition

  • Wealth Strategy Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Bill Terrill, Forbes Best-in-State Wealth Advisors, 2022-2024
  • Bill Terrill, Ameriprise Circle of Success Diamond Ring, 2019
  • Bill Terrill, Ameriprise Circle of Success, 2008-2022
  • Bill Terrill, Five Star Wealth Manager, 2017-2023
  • Kayla Van Horn, Five Star Wealth Manager, 2020, 2021, & 2023
  • Stephen M Aaron, Five Star Wealth Manager , 2013, 2019-2022
  • Stephen M Aaron, Ameriprise Circle of Success, 2002-2021
  • Stephen M Aaron, Ameriprise Circle of Success Diamond Ring, 2010
  • Stephen M Aaron, Ameriprise Circle of Success Hall of Fame, 2023

Community participation

Part of our team at a recent event supporting MaitreePDX's annual fundraiser
Part of our team at a recent event supporting MaitreePDX's annual fundraiser

Honored to be recognized in Forbes

We’ve got some exciting news to share: Wealth Strategy Partners has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. All of us at Wealth Strategy Partners couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

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