WEALTHPARTNERS - Key Persons
As the Director of Operations at WealthPartners, Erin oversees all administrative and reporting procedures and monitors client accounts. She is responsible for all new client onboarding and provides key insights into the firm's financial strength and efficiency. Erin is someone who finds value in things being done correctly the first time and makes it her personal mission to ensure she completes every task quickly and accurately.
After graduating from Millsaps College in Jackson, Mississippi, Erin earned her MBA. She has been with WealthPartners since 2014, lending her knowledge and expertise to the team.
Like many moms of multiples, Erin spends much of her free time attending the sporting events of her three children. She and her husband Cody greatly enjoy watching their sons develop their own interests and goals.
Job Titles:
- Wealth Management Analyst
Jackson joined the WealthPartners team in 2023 and in his role as a Wealth Management Analyst he assists the advisors with onboarding clients, handling account service requests, portfolio analysis, and presenting financial plans for...
It's all about your approach.Jeff's favorite part of his role at WealthPartners is the opportunity to interact with clients through a holistic approach.With his background as a CPA and by staying well-informed of current...
Job Titles:
- Director of Planning and Investments
Investing drew him in as a teenager. Seeing the opportunities financial planning could create, John knew the financial services industry was the right choice for him. He has been with WealthPartners since 2018, bringing extensive...
Job Titles:
- Managing Director
- Wealth Advisor
After 35+ years in the industry, John Hill remains dedicated to helping clients discover financial security and confidence in their wealth management endeavors. After becoming a CPA, he knew he wanted to have as great an impact as...
Job Titles:
- Wealth Management Analyst
Melissa is a confidante and friend to many clients at WealthPartners. She joined the firm in 2014 as a Wealth Management Analyst and spends her days onboarding new investment clients and servicing their accounts. Additionally, she...
Steve is a veteran member of the WealthPartners team. As Managing Director, he is responsible for the corporate retirement plan division of the firm. He uses his expertise to help business owners and leaders make effective and...
Job Titles:
- Marketing Manager
- Business and Marketing Manager
As the Business and Marketing Manager for WealthPartners, Tisha expertly champions the firm's mission ensuring all client-facing activities reflect the core values and heart of WealthPartners. She supports the executive team and...