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.
Will Isaacs, CFP®
Certified Financial Planner™ Practitioner
765-289-3368
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...
David Stocker, CFP®
Certified Financial Planner™
765-289-3368
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...
Jordan Matchett
Research and Support Specialist
7652893368
jordan@wealthstrategiesinc.com
Jordan joined the Wealth Strategies team in January of 2020 and is a member of the Enhanced Service Team. Jordan grew up in Yorktown, Indiana and attended Ball State University. After graduating in 2014, he worked at the University of...
Jessica Ashcraft
Enhanced Service Specialist
7652893368
jessica@wealthstrategiesinc.com
Stacey Bouse
Research Analyst
765-289-3368
stacey@wealthstrategiesinc.com
Stacey joined the Wealth Strategies team in April 2020 as a member of the Enhanced Service Team. She grew up in Beech Grove, IN and later moved to Muncie to attend Ball State University. Stacey graduated from Ball State in 2001 with a...
Diana Dragoo
Registered Administrative Assistant
765-289-3368
Courtney Hill
Enhanced Service Specialist
7652893368
courtney@wealthstrategiesinc.com
Alex Sulanke
Registered Administrative Assistant
765-289-3368
Alex is a Delaware County native, graduating from Yorktown. He went on to earn a Bachelor of Urban Planning degree with a minor degree in Philosophy from Ball State in 2009. After graduating, Alex worked for the Land Use Division of...