Broker Check

Meet Our Team

John F. Hill, CFP®

Founder & Managing Partner

[email protected]

Professional Experience

A Founder.  As the founder of WealthPartners, John Hill has surpassed 25 years in the financial planning industry, highlighting his devotion to the families and businesses whose relationships he has fostered.  John is a trusted financial advisor to working and retired professionals, families, and businesses, providing them wealth management solutions.

His knowledge and experience as an advisor help provide financial and wealth strategies and roadmaps for clients.  John is observant to changes in markets, products, regulations and the economy for the opportunities they may create and the effects on clients' ensures an optimal plan for clients.  John's absolute priority is to make sure the client's experience with WealthPartners is a great one.

John is a graduate of Mississippi State University's Adkerson School of Accounting.  He began his career as a certified public accountant at KPMG Peat Marwick in 1986.  John and his wife, Martha, have three daughters.

A Visionary.  Designing and building a company to fit the needs and his client's interest in mind, John's focus of his endeavors and personal commitment came in the form of WealthPartners.  Today, he is a leader in estate planning, wealth management, and financial strategies. 

A Leader.  John was appointed by Mississippi State University to the MSU Finance and Economics Advisory Board.  John serves on the Board of Directors for the Community Foundation of Greater Jackson, the Woodward Hines Education Foundation Board, and The Hundred Club Board.  He has previously served on the NFP Corp. PartnersFinancial Advisory Board.


Personal Information

Born

Jackson, Mississippi

Activities & Interests

Family adventures and travel
Golfing with friends
College athletics
Reading
Variety of music

Professional Achievements

Bachelor of Professional Accountancy

Mississippi State University

CFP®
CERTIFIED FINANCIAL PLANNER™
Life Insurance Licenses

In Alabama; Arkansas; California; Georgia; Louisiana; Mississippi; New Jersey; North Carolina; Tennessee; and Washington, D.C.

Series 7

General Securities Representative

Series 22

Direct Participation Programs Limited Representative

Series 6

Investment Company Products/Variable Contracts Limited Representative

Series 63

Uniform Securities Agent State Law Examination

Mississippi Society of Certified Public Accountants

Past Chairman, Personal Financial Planning Committee

Steve Massey, CPA, CFP®

Chief Investment Officer

[email protected]

Professional Experience

Part of the WealthPartners team since 2005, Steve brings a vast amount of knowledge and experience to the firm.  He provides clients with clearly designed solutions and strategies.  Steve is actively involved in the client planning process and review meetings, helping advise clients on matters such as investment accumulation, allocation, investment tax management and retirement distribution planning.

Prior to joining the WealthPartners firm, Steve served as Bureau Manager in the Financial Resources Division of the Mississippi Development Authority, the lead state economic development organization.  He started his career with public accounting firm DeMiller, Denny, Word & Co. CPAs.  Steve and his wife, Missy, have two daughters, Jacquelyn and Pera, and live in Jackson.


Personal Information

Born

Jackson, Mississippi

Activities & Interests

Enjoys traveling to new locations
Watching movies with family
Fitness training
Attending Mississippi State University sports events

Professional Achievements

Bachelor of Professional Accountancy

Mississippi State University

CFP®, License No. 145171
CERTIFIED FINANCIAL PLANNER™
CPA, License No. 4702

Certified Public Accountant*

Life Insurance License

In Mississippi

Series 7

General Securities Representative

Series 66

Uniform Combined State Law Examination

Series 24

General Securities Principal

Financial Planning Association, Member

 

* Kestra Investment Services, LLC; Kestra Advisory Services, LLC; and WealthPartners, LLP; do not provide legal or tax advice and are not Certified Public Accounting firms.

Jeff Turnipseed, CPA

Senior Vice President & Financial Advisor

[email protected]

Professional Experience

With more than 25 years of experience as a financial advisor and CPA, Jeff advises clients on issues ranging from retirement planning to income tax planning, sophisticated estate planning and money management.  He specializes in helping clients identify key retirement decisions and outline a timeline of these decisions.  Clients rely on Jeff to find the right direction in their financial lives to plan for assets/income protection as well as accumulation and continue to plan for when their financial focus shifts to helping protect their assets and income streams.

By staying well-informed of current issues and changes to tax laws and retirement plan regulations, Jeff provides proactive solutions to his clients and helps educate them in the importance of preparing for retirement and reducing the uncertainty that often comes for those nearing retirement.

 

Jeff worked as a Senior Financial Advisor with a financial management firm for many years and also gained experience previously working at KPMG, Deloitte Touche, and Merrill Lynch.  He was a founding partner of the CPA firm, TEC Partners.  Jeff is a graduate of Millsaps College with a Bachelor of Business Administration and degree in Accounting.


Personal Information

Born

Jackson, Mississippi; grew up in Carrollton, MS

Activities & Interests

Taxi driver for kids

Tennis and Golf

Family adventures and travel

Coaching his children's sports teams

Professional Achievements

Bachelor of Business Administration, Accounting Major

Millsaps College

CPA

Certified Public Accountant*

Life Insurance Licenses

In Arkansas, Louisiana, and Mississippi

Series 7

General Securities Representative

Series 66

Uniform Combined State Law Examination

* Kestra Investment Services, LLC; Kestra Advisory Services, LLC; and WealthPartners, LLP; do not provide legal or tax advice and are not Certified Public Accounting firms.

Clayton Smith, AIF®

Retirement Plan Advisor

[email protected]

Professional Experience

As WealthPartners' Retirement Plan Advisor, Clayton's primary focus is establishing and maintaining corporate retirement plans. He helps companies fulfill their fiduciary responsibilities, managing liability while improving the effectiveness of the retirement plan. Clayton provides diverse and in-depth services to plan sponsors by addressing fiduciary obligations, delivering consulting solutions, investment analysis and monitoring, as well as research and benchmarking.

Clayton is a graduate of the University of Mississippi with a degree in Managerial Finance/Investment Analysis. He and his wife, Mary Lucia, have two daughters and live in Madison.


Personal Information

Born

Jackson, Mississippi

Activities & Interests

Spending time with wife and daughters
Hunting and Fishing
Golfing with friends
College athletics

Professional Achievements

Bachelor of Business Administration in Managerial Finance and Investment Analysis

University of Mississippi

AIF®
Accredited Investment Fiduciary®
Life Insurance Licenses

In Alabama and Mississippi

Series 7

General Securities Representative

Series 63

Uniform Securities Agent State Law Examination

Series 65

Uniform Investment Adviser Law Exam

Erin McCain

Chief Operating Officer

& Director of Investment Operations

[email protected]

Professional Experience

Erin provides the leadership and management to ensure that WealthPartners has the proper daily operational controls, administrative and reporting procedures, and staffing systems in place to effectively grow WealthPartners with financial strength and operating efficiency.  Helping instill WealthPartners’ core values, key priorities for Erin are the measurement and effectiveness of all processes and reports on the operating condition of the company to ensure client services are at their best.

 

Erin has worked in the financial, securities and banking industries since 2004.  She earned a Bachelor of Science degree in psychology and an MBA from Millsaps College.  She is on the St. Andrew's Episcopal School Alumni Board and involved in its Parents' Association.  Erin and her husband, Cody, have three boys. Currently Erin does not offer Securities or Investment Advisory Services.


Personal Information

Born

Jackson, Mississippi

Activities & Interests

Reading
Attending her children's sporting events

Professional Achievements

Bachelor of Science in Psychology and Master of Business Administration

Millsaps College

Series 7

General Securities Representative

Series 63

Uniform Securities Agent State Law Examination

Series 65

Uniform Investment Adviser Law Exam

Series 9 &10

General Securities Sales Supervisor

 

Melissa Craig

Wealth Management Analyst

[email protected]

Professional Experience

Melissa serves as a Wealth Management Analyst for WealthPartners and is primarily responsible for new business and the on-boarding of new investment clients and retirement plans.  She is also actively involved in the servicing of existing clients, specifically in the Wealth Management and Retirement Distribution departments.  Additionally, she assists in the design of wealth transfer planning and strategies.  Melissa holds an insurance producer’s license, the Series 7 (General Securities Representative), as well as the Series 63 (Uniform Securities Agent State Law Exam) license.  Before joining Wealthpartners, she served as the Internal Marketing Coordinator at a wealth services company in Jackson.  Melissa is a graduate of Mississippi State University, having received a Bachelor of Business Administration in Marketing. Currently Melissa does not offer Securities or Investment Advisory Services. 


Personal Information

Born

Jackson, Mississippi

Activities & Interests

Tennis
Traveling
Mississippi State University sports

Professional Achievements

Bachelor of Business Administration in Marketing

Mississippi State University

Life Insurance License

In Mississippi

Series 7

General Securities Representative

Series 63

Uniform Securities Agent State Law Examination

 

 

Tisha Koury

Business and Marketing Manager

[email protected]

Professional Experience

Tisha joined WealthPartners in 2010 and is responsible for the firm's marketing and communications, employee benefits, licensing and bookkeeping.  Prior to her career at WealthPartners, she founded/operated a stationery & invitation company for 13 years in Fairhope, Alabama, and in Jackson, Mississippi.  With a Bachelor of Arts degree in Speech Communications and Public Relations from Auburn University, she previously worked in public relations and media relations at an Emory University hospital and a major medical software company in Atlanta. She is a member of the Public Relations Association of Mississippi and former member of Alabama and Georgia's chapters, where she received numerous PR awards for marketing communications.  Tisha and her husband, Paul, have two children, and reside in Madison, Mississippi. Currently Tisha does not offer Securities or Investment Advisory Services.


Personal Information

Born

Mobile, Alabama

Activities & Interests

Tennis

Spending time on coastal waters
Traveling
 

Professional Achievements

Bachelor of Arts in Public Relations/Speech Communications

Auburn University

Public Relations Association of Mississippi, Member