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.

AIF, President & Financial Advisor, RJFS
Vice President, Operations & Financial Advisor, RJFS
Client Experience Manager
Client Services Manager