Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Awards & recognition

  • Lee, Langlois & Associates Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Lee, Langlois & Associates Wealth Advisors, Ameriprise Client Experience Award, 2020, 2021, 2022

Community participation

Lee, Langlois & Associates Wealth Advisors has had a team tradition for several years of donating our time to Spread the Word Nevada, an organization dedicated to advancing early childhood literacy by placing books into the hands of children within Southern Nevada’s at-risk, low income communities. We have also had the honor of partnering with a local elementary school in 2019, through Spread the Word, to help support 2 key literacy programs aimed to instill a lifelong appreciation for books.

Interests

I was born and raised in Manhattan, New York City and moved to Las Vegas to escape the snowy winters. I have been married to my lovely wife, Viri who consistently continues to make me better. We have 5 furry kids at home, 4 cats and 1 dog; a husky. On the weekends we enjoy spending time with family and friends. I am a big sports enthusiast and like attending live sporting events. We enjoy traveling to California occasionally to enjoy the beaches and the beautiful weather.