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.
Lauren Hutchinson
Craig’s Special Projects Coordinator
- Supports team members with various tasks
- Joined the firm in 2017