Broker Check

Our Team

Hunter W. "Bill" Bailey

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

Bill is the founder of Wealth Strategies and has been providing financial services since 1980. He believes that the greatest value he can provide for his clients are honesty, integrity, and a strong commitment to his client's.

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Nashoba R. Bailey, ChFC® (Chartered Financial Consultant)

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

Nash is the firm's newest advisor but has been investing since he was 12 years old. He has co-authored a book and teaches class at a local college. Nash loves to stay current on new policies and trends.

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Amy L. Sunderland

Client Service Executive, CTS, CES

I have served as the Office Manager and Client Service Executive for Wealth Strategies for over 16 years and have experience in banking and insurance going back to 1985. I studied Architecture at the University of Oregon and ....

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Lisa Minchau

Administrative Assistant

I am proud to serve as the Administrative Assistant at Wealth Strategies. My responsibilities include processing paperwork for clients, servicing client requests, scheduling appointments, and answering phones....

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Shanequa Whicker, MFA

Marketing & Office Support

As an Office Administrator at Wealth Strategies. In my role, I am responsible for supporting the office staff by assisting with marketing efforts, public relations outreach, computer tasks, ad hoc requests, and maintaining the firm's...

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Marsha Holland

Marketing Specialist

As a Marketing Consultant at Wealth Strategies, my responsibilities include getting Wealth Strategies' name out to the public. This involves setting up seminars, scheduling meetings, and looking for new opportunities...

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