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.
  • Watch Sandy’s Bio Video

 

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.
  • Watch Allen’s Bio Video

 

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.
  • Watch Elias’s Bio Video

 

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.
  • Watch Marta’s Bio Video

 

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.
  • Watch Jessica’s Bio Video

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.
  • Watch Jessie’s Bio Video

Anson Lilienthal

Associate Advisor/Craig’s Relationship Manager

  • Provides direct guidance for investment management clients.
  • Oversees firm-wide rebalancing and trading activities.
  • Initial contact point for Craig’s clients to coordinate meetings and phone calls.
  • Stays in touch with clients and friends of the firm on a regular basis.
  • Joined the firm in 2019

 

Lauren Hutchinson

Craig’s Special Projects Coordinator

  • Provides versatile support to the team, adeptly handling a wide range of tasks to maintain smooth operations.
  • Leads special projects with precision and foresight, delivering results that elevate our firm’s objectives.
  • Oversees financial planning billing process with accuracy and efficiency
  • The “glue” for the team, and instrumental in maintaining a polished, organized, and professional environment.
  • Joined the firm in 2017

 

Alina Best

Craig’s Office Coordinator

  • Prepares essential documentation for Craig’s client appointments, setting the stage for seamless meetings.
  • Compiles comprehensive client net worth statements and detailed reports, delivering critical insights with precision.
  • Processes and organizes incoming client documents, maintaining confidentiality and order with effortless efficiency.
  • Joined the firm in 2024