WTS Financial helps advisors think beyond one product. Our ecosystem is designed to help advisors recognize more client needs and connect families to a broader financial services platform.

+Life Insurance

+Health Insurance

+Disability Insurance

+Mortgage-Free Life

+Estate Planning

+Financial Planning

+Tax Planning

+Retirement Planning

Explore the Full Ecosystem

God First. Family Second. Work Third.

At WTS Financial, faith comes first. Our culture is built around character, discipline, service, and doing things the right way. We honor God, serve families, and build leaders who can be trusted.

God First

Faith guides every decision, interaction, and standard we hold ourselves to.

Family Second

Protecting the foundation of society by serving families with excellence and care.

Work Third

Disciplined, professional effort done in the right order and for the right reasons.

Professional Presence

Maintaining the highest level of ethics, conduct, and presentation at all times.

Standards and Accountability

Holding each other to expectations that protect clients, the team, and our reputation.

Leadership by Example

Every person at WTS is expected to carry themselves in a way that reflects well on the team.

View Agent Handbook

Standards and Presence

Representing More Than Yourself

WTS advisors represent more than themselves. We expect professionalism in the office, on camera, and in front of clients.

Our Team

Guided by Experience

Meet All Leadership

Marlin Faulkner

CEO & President

Eric Harris

Managing Partner

Joel Mathew

Director of Operations

All Links in One Place

Everything You Need, Right Here

The Access Directory has every important link: portal, learning, calendar, quoting, recordings, handbook, store, and support.

Open Access Directory