Broker Check

Neill Turner, CExP™

Karen Jessey, ChFC, CLU, RICP, CExP

“Everything I’ve ever done in my life prepared me for this path.  From waiting tables, to earning my engineering degree, from owning my own business, to discovering and teaching yoga – every experience, every trial, every triumph created an understanding and a perspective that I use today.  

I strive to improve others' lives. I want to empower people to make better choices in their lives. Watching someone gain confidence in their decision making and their understandings of their financial world is the best. Knowing that I played a part in their process is humbling.” 

Client Centered

Because of his own business owner experience, Neill earned his CExP™ (Certified Exit Planner) designation to help fill the need that many business owners have – that they’ve spent so much time building their business, they haven’t spent the time preparing the business (or themselves) for an inevitable transition.

Everyone’s situation is unique which is why we work side by side with you to bring together all the pieces of your financial life. We take a proactive approach in helping develop a step-by-step plan to address your financial goals and objectives, using some of the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Strategic Wealth Partners

Strategic Wealth Partners

Neill and Karen joined forces in 2013 and Strategic Wealth Partners was born.

Our dedicated #team approach to financial coaching is an effective methodology for clients with a variety of needs and situations. We are with our clients while navigating through their life events and the world of financial services. Our tailor-made strategies, cultivated from several perspectives with diverse backgrounds, education, and experience has near and long-term benefits for our clients.

We are very proud in knowing that we help people pursue the type of financial future they dream about. 

Neill out of the Office

Neill out of the Office

Born and raised in Detroit, Neill grew up with blue collar roots that he's proud of -- work ethic, not afraid to get dirty, and always pushing himself to learn more and more about life.

Family is clearly important to Neill. Raising two very different and very curious boys is a full time job filled by Neill and his wife, Stacie.

The family loves being outside -- biking, snowboarding, playing, going to festivals and concerts, or just enjoying a well made drink on an outdoor patio. 

Our Process
Our History
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Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA insurance license #0H55255.