Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Wealth Strategy Partners
Team photo for Wealth Strategy Partners

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Our advisors

Advisor photo for Bill Terrill

Bill Terrill

CFP®, APMA®

Private Wealth Advisor

Chief Executive Officer of Wealth Strategy Partners
Learn more about Bill Terrill Visit Bill Terrill's website
Advisor photo for Stephen M Aaron

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
Advisor photo for William Fussell

William Fussell

CRPC, CDFA®, ChFC®, APMA®

Private Wealth Advisor

Chartered Financial Consultant®
Learn more about William Fussell Visit William Fussell's website
Advisor photo for Kayla Van Horn

Kayla Van Horn

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Kayla Van Horn Visit Kayla Van Horn's website
Advisor photo for Mitchell Hurley

Mitchell Hurley

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Mitchell Hurley Visit Mitchell Hurley's website
Advisor photo for Amelia Beukers

Amelia Beukers

APMA®

Financial Advisor

Learn more about Amelia Beukers Visit Amelia Beukers's website
Advisor photo for Jack Wilding

Jack Wilding

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Jack Wilding Visit Jack Wilding's website
Advisor photo for Mark A Hildebrandt

Mark A Hildebrandt

MBA, CFP®, RICP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Mark A Hildebrandt Visit Mark A Hildebrandt's website


Our team

Erikka Rynex

Erikka Rynex

Client Relationship Manager,

Operations Manager

Roles & Responsibilities

  • Practice Operations
  • Coaching & Development
  • Day to day support for the advisors
  • Wires
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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
  • Series 66 - Uniform Combined State Law Examination

Roles & Responsibilities

  • Financial Planning Support
  • Account and Trade Information
  • Money Movement
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Christy Noble

Christy Noble

Human Resources Manager,

Marketing Coordinator

Roles & Responsibilities

  • Event Planning
  • Marketing
  • Recruitment
  • Coaching & Development
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Cynthia Artificio

Cynthia Artificio

Financial Planning Specialist

Roles & Responsibilities

  • Financial Analysis and Preparation
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Lori Kesler

Lori Kesler

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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Nicholas Welker

Nicholas Welker

Paraplanner

Qualifications

  • Series SIE - Securities Industry Essentials

  • Series 7TO - General Securities Representative

  • Series 66 - Uniform Combined State Law Examination

Roles & Responsibilities

  • Financial Analysis and Preparation
  • Account and Trade information
  • Money Movement
  • Day to day support for the advisors
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John Keblish

John Keblish

Paraplanner

Qualifications

  • Series SIE - Securities Industry Essentials

  • Series 7TO - General Securities Representative

  • Series 66 - Uniform Combined State Law Examination

  • OR Life and Health Insurance License

  • APMA®

Roles & Responsibilities

  • Financial Analysis and Preparation
  • Account and Trade information
  • Money Movement
  • Day to day support for the advisors
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Liz Harper

Liz Harper

Client Service Coordinator

Roles & Responsibilities

  • Answers phones and greets clients
  • Scheduling Coordinator
  • Day to day support for advisors
  • Social Media
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