Lee, Langlois & Associates Wealth Advisors

We strive to be the "financial architects" to our client's lives across multiple generations using a detailed and ongoing comprehensive financial planning process. Our aim is to help affluent and successful clients eliminate the guesswork and uncertainty around their finances, so they can turn professional and personal success into meaningful wealth. As a team, we empower and encourage one another to grow and develop so we can provide top quality and premier service to clients.


Advisors

Geoffrey Lee

Geoffrey Lee

Private Wealth Advisor

Managing Director
Visit Geoffrey Lee's website
Renee Langlois

Renee Langlois

Financial Advisor

Vice President
Visit Renee Langlois's website

Team

Rebekah Kyes

Rebekah Kyes

Registered Client Service Associate,

Practice Manager

Qualifications

  • Started with Ameriprise in 2015 and joined Lee, Langlios & Associates in 2017
  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 66 - Uniform Combined State Law Examination
  • FINRA Series 63 -Uniform Securities Agent State Law Exam
  • Nevada Health, Life & Variable Annuity Resident Producer

Roles & Responsibilities

  • Rebekah is the Practice Manager and Director of Financial Planning and Advice for Geoff, Renee and Tyler
  • Manages social media and technology
  • Assists in money movement and trading
  • Assists in facilitating insurance for the team
  • Assists in scheduling for the team
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Denise Magana

Denise Magana

Client Service Associate,

Client Service Specialist

Qualifications

  • Started with Ameriprise in 2018 and joined Lee, Langlois and Associates in 2019
  • Currently studying to take her Series 7 Exam
  • Born and raised in Southern California where she goes back to visit often
  • Mother of 2 incredible boys named Michael & Hunter

Roles & Responsibilities

  • Denise is the Director of Client Service and Scheduling for Geoff, Renee and Tyler
  • Responsible for managing and facilitating compliance for the team
  • Assists in financial planning and advice
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Mike Nisperos

Mike Nisperos

Registered Client Service Associate,

Investment Specialist

Qualifications

  • Started with Ameriprise in 2016 and joined Lee, Langlois and Associates in 2019
  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 66 - Uniform Combine State Law Examination
  • Nevada Life, Health and Variable Annuity License
  • Dad to a brilliant daughter named Alexandra

Roles & Responsibilities

  • Mike is the Director of Trading and manages money movements for Geoff, Renee and Tyler
  • Assists team in researching investments
  • Assists in manging annual reviews for the team
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Maricruz Garcia

Maricruz Garcia

Client Service Associate,

Client Relationship Specialist

Qualifications

  • Started with Ameriprise in 2015 and joined Lee, Langlois & Associates in 2019
  • Experience in finance through retail, casino and banking
  • Has 2 amazing sons and a brand new baby girl!

Roles & Responsibilities

  • Maricruz, "Cruz" is responsible for new client onboarding and life events
  • Manages scheduling for Renee
  • Assists in meeting preparation and follow-up
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Trevor Smith

Trevor Smith

Client Service Associate

Qualifications

  • Trevor has worked in the finance industry for 8 years and joined Lee, Langlois & Associates in 2019
  • He recently relocated back to Las Vegas from New York City
  • FINRA Series 6 - Investment Company & Variable Contract Products Representative
  • FINRA Series 63 - Uniform Securities Agent State Law
  • Nevada Life, Health and Variable Annuity License

Roles & Responsibilities

  • Trevor is the Paraplanner and Director of Risk Management for the team
  • Manages Insurance for Geoff, Renee and Tyler
  • Assists in trades and money movement
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Savannah Jones

Client Service Associate

Qualifications

  • Savannah started with Ameriprise in 2017 and joined Lee, Langlois & Associates in 2020
  • Savannah is married to a wonderful husband and is a pet mom to 2 beagles and 2 cats

Roles & Responsibilities

  • Assists in account transfers for Geoff, Renee and Tyler
  • Assists in meeting preparation for Geoff and Tyler
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