Sandy Aguirre, LUTCF, FSS, IACCP®

Wayne’s Administrative Officer

  • Prepares Wayne’s files for upcoming appointments.
  • Compiles client net worth statements and other reports.
  • Handles financial planning fees and billing.
  • Manages compliance for the firm.
  • Joined the firm in 2002.

 

Allen Beeks

Wayne’s Account Specialist

  • Works closely with clients establishing new accounts, implementing new transactions, transfers, and rollovers.
  • Handles all account deposits and withdrawals.
  • Facilitates life insurance and annuity applications.
  • Joined the firm in 2018.

 

Elias Aguirre

Wayne’s Relationship Manager

  • Stays in touch with clients and friends of the firm on a regular basis.
  • Manages Wayne’s calendar.
  • Coordinates all client events.
  • Updates client’s beneficiary designations.
  • Handles client retirement distributions.
  • Joined the firm in 2015.

 

Marta von Borstel

Wayne’s Operations Manager

  • Ensures all computers and systems stay up to date.
  • Implements new technology and works to resolve any technology issues.
  • Assists with staffing.
  • Joined the firm in 1985.

 

Jessica Beardmore

Wayne’s Systems Specialist

  • Assists clients with our online “Track My Wealth” System.
  • Helps clients establish their Account Connections and safely store their documents in their online vault.
  • Joined the firm in 2023.

Jessie Lamp

Wayne’s Marketing Director

  • Updates clients and community regarding upcoming events and important news.
  • Shares financial philosophies through digital and social marketing channels.
  • Oversees all communications, advertising, and PR.
  • Joined the firm in 2023.

Anson Lilienthal

Craig’s Relationship Manager

  • Manages Craig’s calendar and schedules all upcoming appointments.
  • Stays in touch with clients and friends of the firm on a regular basis.
  • Assists clients with implementing the use of our “Track My Wealth” system.

 

Eva Grant

Craig’s Administrative Assistant

  • Prepares Craig’s files for upcoming appointments.
  • Compiles client net worth statements and other reports.
  • Handles financial planning fees and billing.
  • Processes and organizes all incoming client documents
  • Joined the firm in 2023

 

Lauren Hutchinson

Craig’s Special Projects Coordinator

  • Supports team members with various tasks
  • Joined the firm in 2017