Broker Check

Our Team

Hunter W. "Bill" Bailey

Registered Advisory Associate, MSFS, CTS, CES, CFS, CIS,CAS

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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Gregg Smith

Registered Advisory Associate, MBA, CFP

Registered Advisory Associate, MBA, CFP. Bill and Gregg have been colleagues for almost 40 years. Each remain available to step in and assist with clients, staff and business needs in order to maintain the superior service and business...

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Amy L. Sunderland

Client Service Executive, CTS, CES

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 (ChFC - Chartered Financial Consultant)

CTS, CES, CFS, CIS, CAS, Co-Author, Research Assistant, Editor, Technical SupportAssistant, Editor, 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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