Our Story

At Wealth Management Partners, our story is rooted in the kind of lessons you don’t forget—the ones you learn from great mentors… and a few memorable “what not to do” moments.

We grew up with solid examples of how to treat people right, work hard, and show up with integrity. We had mentors early in our careers who showed us how to serve clients well—by listening more than talking and never coasting when it came to learning.

But we also saw the other side. The fast-talking, product-pushing, jargon-slinging types who prioritized commissions over clients and treated people like account numbers. Those experiences didn’t just frustrate us—they fueled our desire to build something better.

So we teamed up. Rob and Joyce—both accomplished advisors—met through a professional association and bonded over a shared frustration with the status quo. They envisioned a firm where planning came before products, where relationships came first, and where clients were seen as people with goals, families, and futures worth stewarding.

Wealth Management Partners was born from that vision—and built on the belief that doing what’s right for clients isn’t just good business, it’s the only way to do business.

Then came Jessie.

Jessie didn’t just grow up around the firm—she grew up in it. She watched Rob and Joyce lead with values, care deeply about people, and navigate tough markets with calm confidence. After working part-time in college, Jessie officially joined the firm in 2021 and earned her CFP® designation in 2024. With her sharp insight, fresh perspective, and passion for this work, Jessie is not just the future of the firm—she’s a big part of its present.

Today, we’re a multi-generational team built on trust, humor, and shared purpose. We believe in honest advice, clear guidance, and never forgetting why we started: to help good people make wise financial decisions—with no ego, no pressure, and no gimmicks.

Core Values that Create Valuable Relationships

We are committed to being a purposeful partner to our clients. Seeking to align their values, goals and daily living with the wealth, resources and the time they covet. Thus creating a wealth journey full of adventure, joy and passion.

Our Partner in Your Success