Broker Check

Meet Our Team


John F. Hill, CFP®

Managing Director

jhill@wealth-partners.com

Professional Experience

As the founder of WealthPartners, John Hill has surpassed 34 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. He is a leader in estate planning and comprehensive wealth management.  

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

John was appointed by Mississippi State University to the College of Business Executive Advisory Board. He currently serves on the Woodward Hines Education Foundation Board and has previously served on the NFP Corp. PartnersFinancial Advisory Board.

In 2020 for the fourth year in a row, John was named to the Forbes Best-In-State Wealth Advisors List. In 2018, he was named a Leader in Finance by the Mississippi Business Journal.

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

  

  

For more information on the research/selection methodology go to Forbes Best-In-State Wealth Advisor http://bit.ly/2ZJ0OOa.


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, Mississippi, and Tennessee.

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, CFP®, CPFA®, AIF®

Managing Director

smassey@wealth-partners.com

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.


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

Certified Financial Planner™, 
CFP®
Certified Plan Fiduciary Advisor, CPFA®
Accredited Investment Fiduciary® , AIF®

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

Managing Director

jturnipseed@wealth-partners.com

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.


Personal Information

Born

Jackson, Mississippi; grew up in Carrollton, MS

Activities & Interests

Tennis and Golf

Family adventures and travel


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.

Erin McCain

Erin McCain

Director of Operations

emccain@wealth-partners.com 

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.


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

mcraig@wealth-partners.com

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

 

 
John Beers

John Beers, CFP®

Director of Planning and Investments

jbeers@wealth-partners.com

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.


Personal Information

Born

Casa Grande, Arizona

Activities & Interests

Family time
Boating
Fishing
Reading

Professional Achievements

Bachelor of Arts – History

University of Arizona

CFP®
CERTIFIED FINANCIAL PLANNER®
Series 7

General Securities Representative and Broker License

Series 66

Investment Adviser & Uniform Combined State Law License

 

 

Tisha Koury

Business and Marketing Manager

tkoury@wealth-partners.com

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.


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