Our Team

Meet Our Team

Our team has been assembled to provide you with access to a group of individuals with complementary skills who all value taking a friendly approach to a serious subject. Wheeler Financial has been serving clients since 2007 with the belief that transparency and authenticity are critical in developing long-term relationships. This belief in service dates back to 1986 when our founder Bill Wheeler started in the securities business.  Now a second-generation business, Wheeler Financial continues to find new opportunities to create value for our clients.

President, Wheeler Financial Sr. Financial Advisor, RJFS
Kim Cox
Client Services Director
Financial Planner, RJFS
Scott Leech
Operations Director