Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. 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.
Request a consultation

Areas of focus

  • Investments
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Planning Strategies

Awards & recognition

  • Wealth Strategy Partners, Forbes Best-in-State Wealth Management Teams, 2023
  • Bill Terrill, Forbes Best-in-State Wealth Advisors, 2022-2023
  • 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

Community participation

Our team at a recent event supporting MaitreePDX's annual fundraiser.
Our team at a recent event supporting MaitreePDX's annual fundraiser.

Honored to receive recognition

We’ve got some exciting news to share: Wealth Strategy Partners has been named to the 2023 Forbes Best-in-State Wealth Management Teams list. We couldn’t be prouder, as this achievement reflects our shared commitment to helping our clients feel confident, connected and in control of their financial lives. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

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