The Team

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.

Our Advisors

Geoffrey Lee

Geoffrey Lee

Private Wealth Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Plan Distribution

Education

UNLV, Bachelor's of Science in Business Administration Finance
CA Insurance #0E78460

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Renee Langlois

Renee Langlois

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investments

Education

University of Nevada Las Vegas, B.S. Business Management, University of Nevada Las Vegas, B.A. Liberal Arts
CA Insurance #0G87681

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Our Staff

Rebekah Kyes

Rebekah Kyes

Lead Registered Client Service Associate

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Qualifications

  • 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
  • Started with Ameriprise in 2015 and joined Lee, Langlios & Associates in 2017

Roles & Responsibilities

  • Rebekah is responsible for facilitating financial planning and advice for Geoff, Renee and Tyler
  • Manages social media and technology
  • Assists in money movement and trading
  • In charge of scheduling for the team
  • Assists in facilitating insurance for the team

Denise Magana

Client Service Associate

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Qualifications

  • Started with Ameriprise in 2018 and joined Lee and Associates in 2019

Roles & Responsibilities

  • Denise is responsible for all new business for Geoff, Renee and Tyler
  • In charge of compliance facilitation
  • Assists in scheduling for the team

Mike Nisperos

Registered Client Service Associate

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Qualifications

  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 66 - Uniform Combine State Law Examination
  • Started with Ameriprise in 2016 and joined Lee and Associates in 2019

Roles & Responsibilities

  • Mike is responsible for trades and money movement for Geoff, Renee and Tyler
  • Manages account transfers and rollovers
  • Facilitates insurance for the team

Maricruz Garcia

Client Service Associate

Trevor Smith

Client Service Associate