Our Team
Wilson Wise, CRPC
Founder, Financial Advisor
On Christmas Day 2000, I received a book entitled “The Total Money Makeover” that changed the course of my financial life. It shared some simple financial strategies such as keeping a budget, spending less than you make and saving for retirement at an early age, that I was anxious to implement. When I returned to college after winter break in January 2001 with a few hundred dollars earned from delivering pizzas, I walked into a financial advisor’s office and began my journey into long-term investing and a passion for sharing what I’ve learned with others.
I’m a United States Air Force veteran, current Air Force Reservist and former high school teacher and university professor. My 16 years in the military and in education were an incredible first career. Now, I’m blessed to partner with individuals as an independent financial advisor. I work with families and small business owners to help them sort through their long-term goals and grow, protect and preserve their wealth.
I am married to my wonderful wife, Emily, and we have four children. After living in five states and seeing many parts of this great country, in 2018 we were drawn to make Lexington our home. We love it here and are slowly assimilating to the Big Blue Nation although we will always love our beloved Crimson and Cream. Boomer Sooner!
Caitlyn Mason
Client Relations Specialist
From an adolescent living in Western Kentucky to attending college in Central Kentucky, Caitlyn has always called Kentucky home. After college, she lived in Lexington with her husband for 12 years before they made a special move to Georgetown, right before the birth of their daughter. Also residing with them are two rescue dogs and a rescue cat.
Caitlyn brings a new energy and infectious enthusiasm to Consort Financial after 7 years teaching in the classroom. When not in the office, Caitlyn loves to attend and volunteer at her church, enjoying the comedy of Rifftrax, working outside in her flower gardens, spending time with her family and pets, going to local events, and helping others.
If you have have any questions about what it means to work with us, please call (859) 254-8330.
Why choose us?
At Consort Financial Partners, we provide more than just a service–we offer a team of real, relatable people who understand the challenges of everyday life. Whether you are facing a career change, need advice, have lost a loved one, are moving to a new area, or simply want to understand your finances better, we are here for you.
What’s in a name?
Our name was carefully chosen to reflect the values and principles that drive our approach to financial services. Here’s the background and meaning behind the name:
- Consort traditionally means to associate or partner with others, often in a collaborative, harmonious way. It implies a sense of working together toward a common goal, which is exactly what we aim to do with our clients. We believe that financial planning is not just a single transaction; it’s a long-term partnership.
- Partners demonstrates our ongoing commitment to walk with you throughout your life. Our vision is that we will become a trusted companion for your family for generations to come. We approach each client differently based on their personal story and tailor our solutions to each family we serve.
Testimonials
“My wife and I have been working with Wilson for years, and he’s been outstanding. He takes the time to understand my financial goals and offers clear, personalized advice. His responsiveness, deep knowledge, and genuine care for our success has made a huge difference in my financial planning. We highly recommend him for anyone seeking a trustworthy financial advisor! Thank you Wilson and Consort Financial Partners!”
“I’ve been working with Wilson for the last four years including when he was with Edward Jones. He has been a savvy and kind advisor to me and was especially helpful with my finances after my divorce. Following him to Consort was a no-brainer, I wanted the same integrity and customer care experience. He truly cares for his clients and it shows. As a professional woman, it’s nice to have someone like Wilson who I can trust to help me navigate my financial goals.”
“I had a meeting with the local owner Wilson and he was very insightful and knowledgeable about my investing needs. He really listened to what I needed for my families future priorities. If you need anything from investing in your 401k, Roth, life insurance or disability insurances, I’d highly recommend this company!”