Broker Check

Our Team

Hunter W. "Bill" Bailey

Registered Advisory Associate

My job is to educate, inspire and create workable solutions Licenses: Series 24, 63, 7, Variable Annuity and LifeEducation: Bachelor of Criminal Justice Masters of Science in Financial Services When I was a kid, my greatest fear was...

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Kevin A. Harback

Registered Advisory Associate



I am very excited to be a part of the dedicated team of professionals at Wealth Strategies. I bring with me a unique set of skills in the financial services arena that support the company in continuing to provide our clients with the...

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Amy L. Sunderland

Client Service Executive

As the manager of the administrative side of our business, I handle the paperwork and processing of every aspect of your investment portfolio. From establishing new accounts, transferring assets, setting up retirement distributions and...

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Lisa Minchau

Administrative Assistant

My job is keep everything working smoothlyI joined the Wealth Strategies team in April 2015, as an Administrative Assistant. I am the face that greets you as you walk through our door and work to make your visit with us enjoyable and...

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Marsha Holland

Marketing Specialist

My job is to create opportunities and goodwill for our company. Returning to California after 23 years in Texas, I spent eight years doing marketing for a high-powered law firm. I decided to semi-retire and stay involved in the...

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Nashoba  R. Bailey

Technical Support

My job is to make sure all the computers work As the Techie around the office, I custom build each workstation to suit the needs of the individual. I hand craft each computer piece by piece, create well optimized multi-monitor desk...

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