Lee, Langlois & Associates Wealth Advisors

Advisors

Geoffrey Lee

Geoffrey Lee

CFP®, APMA®

Private Wealth Advisor

Managing Director
Visit Geoffrey Lee's website
Renee Langlois

Renee Langlois

CFP®, APMA®

Financial Advisor

Managing Director
Visit Renee Langlois's website

Team

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

Registered Client Service Associate,

Paraplanner

Qualifications

  • Trevor has worked in the finance industry for 8 years and joined Lee, Langlois & Associates in 2019
  • Nevada Life, Health and Variable Annuity License
  • FINRA Series 7 - General Securities Representative
  • FINRA Series 66 - Uniform Combined State Law Examination
  • Chartered Retirement Planning Counselor℠ /CRPC®

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

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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Chad Yamada

Chad Yamada

Client Service Associate

Qualifications

  • Joined Lee, Langlois & Associates Team & Ameriprise in April 2021
  • UNLV School of business graduate with a major in Financial Services and Management Information Systems
  • 15+ years of guest service experience

Roles & Responsibilities

  • Assist and support the Director of Trading
  • Assists team with money movements
  • Support in meeting prep and client profile updates
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