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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Amy L. Sunderland

Client Service Executive, Certified Tax Specialist, Certified Estate & Trust Specialist

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)

Investment Advisory Associate, CTS, CES, CFS, CIS, CAS, Co-Author

I am a Chartered Financial Consultant, ChFC®  and have moved into my new role as a Junior Advisory Associate. I am licensed advisors with Wealth Strategies Retirement Management Services and Securities America Advisors. 

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Shanequa Whicker

Office Admin, Masters in Fine Arts

As the newest team member at Wealth Strategies, Shanequa is learning all about how the office works and performing administrative and marketing tasks to support each team member.Shanequa hold her MFA in a creative field - Film &...

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