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

CFP®, APMA

Private Wealth Advisor

Managing Director
Learn more about Geoffrey Lee Visit Geoffrey Lee's website

Renee Langlois

CFP®, APMA

Private Wealth Advisor

Managing Director
Learn more about Renee Langlois Visit Renee Langlois's website

Tyler Whittier

CFP®, CRPC, APMA

Financial Advisor

Managing Director
Learn more about Tyler Whittier Visit Tyler Whittier's website

Nick Scorza

CRPC, APMA

Registered Practice Associate

Learn more about Nick Scorza Visit Nick Scorza's website

Alex Gil

CRPC, APMA

Registered Practice Associate

Learn more about Alex Gil Visit Alex Gil's website


Our team

Mike Nisperos

Mike Nisperos

Lead Registered Client Service Associate,

Investment Specialist

Personal Intro

Mike is a proud dad to a brilliant daughter named Alexandra

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
  • Accredited Portfolio Management Advisor ℠ / APMA®

Roles & Responsibilities

  • Mike is the Director of Trading and manages money movements for Geoff, Renee and Tyler
  • Assists team in researching investments
  • Manages and updates model trading portfolios
View more
Maricruz Garcia

Maricruz Garcia

Lead Client Service Associate,

Client Relationship Specialist

Personal Intro

Cruz is a mom of 3 amazing children, 2 boys and 1 girl

Qualifications

  • Started with Ameriprise in 2015 and joined Lee, Langlois & Associates in 2019
  • Experience in finance through retail, casino and banking

Roles & Responsibilities

  • Cruz is responsible for new client onboarding and life events
  • Director of Scheduling
  • Assists in meeting preparation and follow-up
  • Leads and manages event planning
View more
Savannah Jones

Savannah Jones

Registered Client Service Associate,

Financial Planning Specialist

Personal Intro

Savannah is married to a wonderful husband and is a pet mom to 2 beagles and 2 cats

Qualifications

  • Savannah started with Ameriprise in 2017 and joined Lee, Langlois & Associates in 2020
  • Nevada Life, Health and Variable Annuity License

Roles & Responsibilities

  • Assists in account transfers for Geoff, Renee and Tyler
  • Director of Financial Planning
View more
Chad Yamada

Chad Yamada

Client Service Associate

Personal Intro

Chad is originally born and raised in Hawaii and moved to the "9th Island" (Las Vegas, Nevada in 1999

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 for Geoff
View more
Ottilia Cserenko

Ottilia Cserenko

Client Service Associate

Personal Intro

Ottilia has visited 17 countries and still planning to explore more

Qualifications

  • Joined Lee, Langlois & Associates Team & Ameriprise in May 2022
  • FINRA Series 6 – Investment Company/Variable Contracts Products Representative Exam
  • FINRA Series 63 – Uniform Securities Agent State Law Exam

Roles & Responsibilities

  • Assist in meeting preparations for Tyler
  • Supports in meeting prep and client profile updates for Tyler
View more
Geneveive Cohoon

Geneveive Cohoon

Client Service Associate

Personal Intro

Geneveive has a background in culinary arts, is passionate about health and fitness, and recently relocated back to Las Vegas.

Qualifications

  • Geneveive started with Ameriprise in 2019 and joined Lee, Langlois & Associates in 2022

Roles & Responsibilities

  • Geneveive assists in Financial Planning
  • Assists in meeting preparation and follow-up
View more