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  • Kelly MartinClient Services & Operations Manager

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Assurance FP Team

  • Kerry Morris smiling in a dark suit and orange striped tie with a blurred indoor background.

    Kerry Morris CFP® CFEd®

    Founder of Assurance Financial Partners

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  • Smiling Tim Henderson in a blue blazer and light blue shirt against a blurred indoor background.

    Tim Henderson

    Speaker - Educator - Advisor

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  • Kelly Martin, Client Services & Operations Manager at Assurance Financial Partners.

    Kelly Martin

    Client Services & Operations Manager

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©2026 Assurance Financial Partners

Investment advisory services are offered through Optivise Advisory Services, LLC (Optivise), an SEC registered investment advisor. Optivise and WHC Wealth Advisors are affiliated entities. Optivise and WHC Wealth Advisors only transact business in states where they are properly licensed or are excluded or exempted from registration requirements.

Verify registration and disciplinary history via the SEC's Investment Adviser Public Disclosure (IAPD) database. Filings and fees are on our Disclosures page.

Regulatory filings:
Form CRS (Client Relationship Summary)Form ADV Part 2A (Firm Brochure)SEC IAPD (Optivise, CRD #301764)
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