WHO WE ARE

Our Team

Paul Allen and dog posing for a picture

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.

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WSP team member Heather Beckwith

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.

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Hoskins

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.

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Trey Allen

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.

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Caleb Boy

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.

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WSP Team member Matthew

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.

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Charlotte

Charlotte Stewart

Director of Client Events

Ballroom
Tennis
Travelling

Charlotte is the Director of Client Events for the Sarasota branch of Wealth Strategies Partners. 

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Dennis the dog

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.

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