Meet Our Team

Professional Experience

Steve Massey has been a part of the WealthPartners team since its founding in 2005.  He is responsible for the Corporate Retirement Plans Division, including practice management, product and vendor selection, due diligence, and new retirement plan acquisitions.  With Steve’s 30+ years in the financial industry, he ensures that both plan sponsors and plan participants are confident that their retirement goals are identified and met.

Steve was named to AdvisorHub’s 200 Fast Growing Advisors to Watch list in 2023 and as a Leader in Finance in 2021 by the Mississippi Business Journal.  He holds the designations Certified Financial Planner™ (CFP®), Certified Plan Fiduciary Advisor (CPFA®), and Accredited Investment Fiduciary® (AIF®).

Steve currently serves on the Board of the Catholic Foundation of the Diocese of Jackson and is a member of the Investment Committee of the Board.  Previously, Steve was Bureau Manager in the Financial Resources Division of the Mississippi Development Authority.  He began his career with the public accounting firm DeMiller, Denny, Word & Co. CPAs.  Steve and his wife, Missy, have two daughters, two grandchildren, and live in Ridgeland.

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.

In 2019, Jeff was named a Leader in Finance by the Mississippi Business Journal. 

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.

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.  Erin and her husband, Cody, have three boys. Currently Erin does not offer Securities or Investment Advisory Services.

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. 

Professional Experience

John Beers brings extensive management experience to WealthPartners in logistics, operations, and analysis. He acts as our Director of Planning and Investments, a position where he serves our clients by creating and monitoring financial plans and overseeing the buildout and performance of our portfolios.

Before joining WealthPartners in 2018, John held a senior operations position at a hybrid robo-advisory firm in Colorado. Prior to that he gained experience as a financial advisor for an independent Denver advisory firm. One of his most remarkable business ventures was his involvement in a food start-up that hit it big when featured on “Shark Tank” and partnered with Mark Cuban.

John is a graduate of the University of Arizona with a Bachelor of Arts degree in History. He holds the designation Certified Financial Planner®.

John spent ten years as a whitewater rafting guide in Colorado and Arizona. John and his wife now live in Madison, Mississippi with their children.

Professional Experience

Tisha joined WealthPartners in 2010 and is WealthPartners' Business & Marketing Manager.  Prior to her career at WealthPartners, she founded and operated A Printed Affair, 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 has received numerous PR awards for healthcare 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.