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.

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

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Insurance

Qualifications

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

Education

  • University of Nevada, Las Vegas - Bachelor's in Science and Marketing

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 in Las Vegas, but have lived in Florida, Oregon and different parts of Southern California. I was raised by my mom and my grandparents but moved to Las Vegas in 2013 to be closer to my dad. In October 2023, I married my best friend, Joyce of 10 years, who pushes me to become a better version of myself day after day. I enjoy playing tennis and improving my skills in combat sports like boxing and all things MMA.