Team
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...
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...
Courtney Hill
Enhanced Service Specialist
7652893368
courtney@wealthstrategiesinc.com
Diana Dragoo
Registered Administrative Assistant
765-289-3368
Jessica Ashcraft
Enhanced Service Specialist
7652893368
jessica@wealthstrategiesinc.com
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...
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...