WHO WE ARE
Our Team

Paul C. Allen, CFP®, MS
President & CEO
Father
Traveler
Go Big Orange
Paul is the president & CEO of Wealth Strategies Partners and a financial executive with more than three decades of industry experience.

Heather Beckwith
Chief Operating Officer, Registered Principal, RJFS
Gardner
Optimist
Chef
As Chief Operating Officer, Heather is an integral member of Wealth Strategies Partners’ leadership team.

Julia Hoskins
Vice President of Operations
Dog Lover
Foodie
Yoga Enthusiast
Julia serves as Vice President of Operations and is a member of Wealth Strategies Partners’ leadership team.

Trey Allen
Business Development
Vinyl Collector
Amateur Gardner
Green Egg Advocate
Trey oversees Business Development for Wealth Strategies Partners focusing on relationships in the music and entertainment industries.

Caleb Boy, AAMS™, MA
Associate Advisor
Servant Leader
Sports Fanatic
Simple Things
Caleb Boy serves as a Relationship Manager for Wealth Strategies Partners and works alongside the team to provide clients with white glove service and ensure their needs and goals are met.

Matthew Davis
Client Concierge
Wining
Dining
Silver Linings
Matthew serves as our Client Concierge. Prior to joining Wealth Strategies Partners, he held diverse operational roles across the hospitality industry.

Charlotte Stewart
Director of Client Events
Ballroom
Tennis
Travelling
Charlotte is the Director of Client Events for the Sarasota branch of Wealth Strategies Partners.

Dennis
He's a Dog
Beggin' Strips
Traveler
Lap Dog
During his tenure as Dog, Dennis has provided countless hours of support for our team members and strategic partners, often participating in client visits and strategy sessions.