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.
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 classes at local colleges. Nash loves to stay current on new policies and trends.
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 ....
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....
Shanequa Whicker, MFA
Marketing Director, 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...
