Mission statement

At Suncorp Holding, we strive to empower individuals with the knowledge and tools to achieve financial freedom through smart investments. We believe that education is the key to unlocking potential and creating a better future. Our mission is to help our clients build wealth and achieve their financial goals through a simple, yet effective approach to investing.

Our Team

Our team of educators and investors came together with the shared goal of teaching others how to build wealth through smart investments in both the stock market and real estate.

Jamie Morisson

Jamie is a fantastic trader as a Wolf of Wall Street Graduate with over 3 years studying underneath Dr. Kelli.

Annie Hofstadter

Annie jumped into the game and became a Wolf of Wall Street Graduate during the pandemic. She is an awesome instructor of the strategies created by Dr. Kelli. 

Happy Customers​

Our unique approach to education and investment empowers our clients to achieve financial freedom and build a legacy for their families.

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