Broker Check

Our Team

THE REAL TEST OF A TEAM IS THE INTEGRITY OF ITS ACTIONS.  MANAGING YOUR WEALTH IS A BIG RESPONSIBILITY.

When you become part of the Wealth Strategies family, you have a partner you can trust for highly qualified opinions and one-to-one advice today, tomorrow and anytime in the future.  When you work with us, you get the full complement of expertise from everyone on the Wealth Strategies team as well as our extended family of specialized experts and partners.

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investment principles and strategies
  • Retirement investment and distribution strategies
  • Estate conservation issues
  • Risk management

We can also help answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a solid estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

David Stocker, CFP®

Certified Financial Planner

765-289-3366

765-289-3368

dave@wealthstrategiesinc.com

Dave grew up in Western Ohio and East-Central Indiana. His experiences growing up on a farm shaped his work ethic and laid the foundation for his professional career...

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Will Isaacs, CFP®

Certified Financial Planner

765-289-3366

765-289-3368

will@wealthstrategiesinc.com

Will grew up in Seymour, IN where his parents taught him from a young age the importance of being in control of your personal finances. This led him to a career as a financial advisor, with aspirations that started as early as middle...

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Dustin Rhoades

Enhanced Service Specialist

765-289-3366

765-289-3368

dustin@wealthstrategiesinc.com

Dustin joined the Wealth Strategies team in April of 2014 and is a member of the Enhanced Service Team. Dustin is fully licensed to sell Life, Accident, Health, Disability, and Long-Term Care Insurance. Dustin was born in Muncie,...
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Andy Campbell

Investment Advisor Representative

765-289-3366

765-289-3368

andy@wealthstrategiesinc.com

Andy Campbell joined Wealth Strategies in February, 2015. Andy grew up in Hartford City, IN, and attended Blackford High School. He graduated from Ball State University in 1994 with a...

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Jamie Smith

Administrative Specialist

765-289-3366

jamie@wealthstrategiesinc.com

Jamie joined the Wealth Strategies team as Director of First Impressions in June 2015 and is a member of the Enhanced Service Team. She grew up in Muncie and attended Delta High School. After graduating, she attended Ball State...

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