Wealth Strategy Partners
A private wealth advisory practice of Ameriprise Financial Services, LLC
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# Team profile
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## What you can expect when you work with us
!
The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.
When you work with us, you receive:
* 1:1 financial advice based on your goals and needs.
* Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
* Regular meetings to review your goals, progress, and investments.
* Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
## Areas of focus
* Tax Planning Strategies
* Retirement Planning Strategies
* Social Security Retirement Benefits
* Intergenerational Planning
* Investment Management
* Women's Financial Strategies
* Charitable Giving
* Executive Compensation and Benefit Strategies
* Sustainable and Responsible Investing
* Financial Strategies for LGBTQ Couples and Families
* Estate Planning Strategies
* Business Retirement Plans
* Domestic Partner Planning
* Saving for Education
* Wealth Preservation Strategies
* Employee Stock Options
* Retirement Income Strategies
## Awards & recognition
* Wealth Strategy Partners, Forbes Best-in-State Wealth Management Teams, 2023-2025
* Bill Terrill, Forbes Best-in-State Wealth Advisors, 2022-2024
* Bill Terrill, Ameriprise Circle of Success Diamond Ring, 2019
* Bill Terrill, Ameriprise Circle of Success, 2008-2023
* Bill Terrill, Five Star Wealth Manager, 2017-2024
* Kayla Van Horn, Five Star Wealth Manager, 2020, 2021, 2023, & 2024
* Stephen M Aaron, Five Star Wealth Manager , 2013, 2019-2022, 2024
* Stephen M Aaron, Ameriprise Circle of Success, 2002-2023
* Stephen M Aaron, Ameriprise Circle of Success Diamond Ring, 2010
* Stephen M Aaron, Ameriprise Circle of Success Hall of Fame, 2023
## Community participation
Part of our team at a recent event supporting MaitreePDX's annual fundraiser
## Honored to be recognized in Forbes
We’ve got some exciting news to share: Wealth Strategy Partners has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. All of us at Wealth Strategy Partners couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.
## Our photos
3 albums
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Adventures Together
Your Advisors and Families
Your Team and Support Staff
## Connect with us
503.808.1515
Email us
Office Locations
### Locations
×
**Portland**
7450 SW Beveland St Ste 100
Portland OR, 97223-8678
**Beaverton**
**Salt Lake City**
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* Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Certain awards include a demographic component to qualify. These rankings for each applicable year are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking or its use. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
* The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
* **The Five Star Wealth Manager award (the “FSWM award”) is administered by Crescendo Business Services, LLC (dba Five Star Professional). Data for the FSWM award was gathered during the current or prior year. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Once awarded, wealth managers may purchase marketing materials from Five Star Professional, including additional profile ad space or promotional products.** Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory, complaint, employment, bankruptcy and felony review (as defined by Five Star Professional); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Noninstitutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. For more information on the FSWM award and the research/selection methodology, go to  FSWM award candidates are identified by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standing. The FSWM award does not evaluate the quality of services provided and is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected Five Star Wealth Managers will be awarded this accomplishment by Five Star Professional in the future. For more information about FSWM market research statistics, go to .
* The Five Star Wealth Manager award (the “FSWM award”) is administered by CrescendoBusiness Services, LLC (dba Five Star Professional). Data for the FSWM award was gathered during the current or prior year. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Once awarded, wealth managers may purchase marketing materials from Five Star Professional, including additional profile ad space or promotional products. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimumof 5 years; 3. Favorable regulatory, complaint, employment, bankruptcy and felony review (as defined by Five Star Professional); 4. Fulfilled their firm review based on internal standards; 5.Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Noninstitutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.For more information on the FSWM award and the research/selection methodology, go to  FSWM awardcandidates are identified by one of three sources: firm nomination, peer nomination or prequalification based on industry standing. The FSWM award does not evaluate the quality of servicesprovided and is not indicative of the wealth manager’s future performance. Wealth managers may ormay not use discretion in their practice and therefore may not manage their client’s assets. Theinclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as anendorsement of the wealth manager by Five Star Professional or this publication. Working with a FiveStar Wealth Manager or any wealth manager is no guarantee as to future investment success, nor isthere any guarantee that the selected Five Star Wealth Managers will be awarded thisaccomplishment by Five Star Professional in the future. For more information about FSWM marketresearch statistics, go to 
* Any client featured on this page is a brokerage customer of Ameriprise Financial Services, LLC, a registered broker-dealer. No depiction of or reference to a client is intended as an advertisement of investment advisory services. Each client experience is unique, so one client’s success does not guarantee success for any future client.
* Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.
* Ameriprise Financial cannot guarantee future financial results.
* Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
* The Compass is a trademark of Ameriprise Financial, Inc.
* **Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.**
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We look forward to helping you achieve your financial goals.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
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**Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.**
Securities offered by Ameriprise Financial Services, LLC. Member
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© 2025 Ameriprise Financial, Inc. All rights reserved.
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  + Our financial advice team
# Our financial advice team
With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
### Our advisors
## Bill Terrill
CFP®, APMA™
### Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
## Stephen M Aaron
CFP®, ChFC®, APMA™
## William Fussell
CRPC™, CDFA®, ChFC®, APMA™
### Financial Advisor
Chartered Financial Consultant®
## Kayla Van Horn
## Michael Morgan
## Mitchell Hurley
## Amelia Beukers
### Associate Financial Advisor
## Jack Wilding
APMA™
* Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.