Our Team
Leadership & Support
WTS Financial exists to help advisors serve families at a higher level, grow into leaders, and plug into a broader financial services ecosystem. Our leadership team reflects that mission.
Executive Team
Vision, Operations & Growth
MF
Marlin Faulkner
CEO & President
EH
Eric Harris
Managing Partner
JM
Joel Mathew
Director of Operations
Agency Leaders
Leading from the Field
BS
Brad Sullivan
Agency Leader
BT
Brian Toms
Agency Leader
MJ
Monique Jomorillo
Agency Leader
TM
Trevor Mathes
Agency Leader
God First. Family Second. Work Third.
At WTS Financial, faith comes first. We believe leadership starts with character, discipline, service, and doing things the right way. Our culture is built around honoring God, serving families, carrying ourselves professionally, and building leaders who can be trusted with clients, carriers, partners, and the reputation of the team.