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01.17.2025
Jon Williams, Thor Hoppess, and Jerome Caulk join Wealth Partners Alliance as "Tutelas Financial," bringing over three decades of wealth management expertise and establishing firm's presence in Frisco, Texas
Jon Williams, Thor Hoppess, and Jerome Caulk join Wealth Partners Alliance as "Tutelas Financial," bringing over three decades of wealth management expertise and establishing firm's presence in Frisco, Texas
DALLAS, TX - January 17, 2025 - Wealth Partners Alliance (WPA) proudly announces the addition Jerome Caulk, Jon Williams, and Thor Hoppess (Tutelas Financial) to the firm. Formerly with Ameriprise, this accomplished team brings decades of combined experience and expertise in financial planning, wealth preservation, and multi-generational family services to the firm.
“We are excited to welcome Jon, Thor, and Jerome to the team,” said Wealth Partners Alliance Managing Partner, David McBee. “Their deep experience, entrepreneurial spirit, and dedication to acting as true fiduciaries to their clients perfectly align with what we look for from advisors. We are particularly thrilled about the opportunity to expand our presence in Frisco, Texas. We are confident they will make an immediate and meaningful impact, not only for their clients but also within our broader advisor network.”
Jon, Thor, and Jerome chose to partner with Wealth Partners Alliance because of the firm’s commitment to empowering advisors with the resources they need to excel. Their decision to join WPA was driven by the firm’s robust platform, cutting-edge technology, and local support staff, as well as the collaborative environment fostered among like-minded advisors.
“This move allows us to fully embrace the independence to own our business, deliver truly personalized service, and focus on our clients’ best interests,” shared the team. “We’re excited about the opportunities for investment planning, leveraging ever-evolving technology, and being a part of a firm that understands the importance of advisor ownership and client relationships.”
The team further emphasized their decision to join WPA, stating, “We wanted to become an RIA to gain independence and ownership of our business. With WPA, we can focus on what truly matters—our clients, their investments, and delivering comprehensive planning solutions supported by innovative technology and resources. WPA manages the backend essentials, like managing staff, maintaining a brand presence, and overseeing business operations, allowing us to dedicate our time and energy where it has the most impact: serving our clients.”
Jon Williams, Thor Hoppess, and Jerome Caulk bring decades of combined experience and a shared commitment to delivering financial planning, portfolio management, and multi-generational family services. The trio joined Wealth Partners Alliance from Ameriprise Financial, where they previously partnered to form the Tutelas Financial Team.
Jon Williams, an Accredited Asset Management Specialistâ„ (AAMS®) and Accredited Portfolio Management Advisorâ„ (APMA®), began his career at Fidelity Investments before joining A.G. Edwards (now Wells Fargo Advisors), where he managed the Frisco office and earned the prestigious Premier Manager Recognition. Jon then spent 8 years at Wells Fargo Advisors serving as First Vice President, Branch Manager, before joining Ameriprise Financial in 2014 where he was a Financial Advisor. In his free time, Jon enjoys spending time with family, supporting the Oklahoma Sooners, and participating in competitive BBQ events. He and his family are also actively involved in their church and support several charitable organizations such as the Miracle League of Frisco.
Thor Hoppess began his career with A.G. Edwards, later serving as Branch Manager in Bryan, Texas, where he successfully led the office before returning to direct client work in North Texas. Thor also served as an Assistant Branch Manager at Smith and Barney before spending 7 years at Wells Fargo Advisors. In 2022, he partnered with Jon Williams and Jerome Caulk to form Tutelas Wealth Management under Ameriprise Financial. Thor also holds the Accredited Portfolio Management Advisorâ„ (APMA®) certification. Outside of the office, Thor prioritizes spending time with his family, enjoys hobbies such as golf and skiing, and actively participates in his church and community, supporting organizations such as Heroes for Children and Carson’s Crusaders.
Jerome Caulk has been a trusted financial advisor since 1986, with a distinguished career at Merrill Lynch, Smith Barney (now Morgan Stanley), and Ameriprise Financial. His practice focuses on retirement income strategies, retirement -planning strategies, and wealth preservation. Jerome remains dedicated to community service, having held board of director memberships with organizations like the Dallas Symphony Association, Dallas Museum of Natural History, Promise House, and continues to give back through local volunteer efforts. Outside of work, Jerome enjoys golfing and spending time with his blended family that includes his wife, three adult sons, four grandchildren, and three great-grandchildren.
The addition of Jon, Thor, and Jerome further underscores Wealth Partners Alliance’s ongoing commitment to growth, expansion, and providing exceptional resources to empower advisors in delivering client-focused solutions.