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Insights

Role: Wealth Manager

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November 1, 2023

Kevin Peterson

As a Wealth Manager, Kevin is responsible for helping clients identify and achieve their financial goals. A seasoned professional in the financial industry with a career spanning over three decades, he has dedicated himself to the art and science of investment management and financial planning. Kevin’s core competency lies in helping successful individuals and families navigate [...]

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October 2, 2023

Shane Payette

As a Wealth Manager, Shane works directly with families to identify and achieve their financial goals. He firmly believes a personalized approach is key to financial and investment planning in this technology-driven world. Shane brings over 35 years of expertise in private client wealth management and 401K plans.  In 2001, he relocated from Canada to [...]

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October 2, 2023

Victoria Serles

As Team Lead and Wealth Manager, Victoria specializes in providing comprehensive wealth management services for affluent individuals and families. She has been providing estate planning, wealth management, and valuation services to executives, professionals, and businesses since 1975.  Her vast experience includes financial planning, investment planning, asset management, estate planning and design, valuation services and taxation. Her [...]

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October 2, 2023

Brittany Gabelein

As a Wealth Manager, Brittany focuses on helping clients maintain and improve their lifestyles by using a comprehensive planning approach. Her prior experience as a Certified Public Accountant (CPA) enables her to provide clients with a unique advantage when it comes to financial planning, tax planning, and accounting regulations.  She has a deep understanding of [...]

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September 18, 2023

James Moore

As a Wealth Manager, Jim provides comprehensive planning and addresses needs related to the management of a client’s holistic financial picture. He focuses on fostering relationships with new and existing clients to ensure their financial plan captures the milestones and changes in their lives. Jim enjoys turning complex financial advice into easy-to-understand guidance. Finances can [...]

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March 22, 2023

Chris Holt

(Pronouns: he/him/his) As a Wealth Manager, Chris is responsible for maintaining a proactive, ongoing relationship with the families we service. His primary responsibilities on Team Cervantes are relationship management and holistic financial planning. Chris enjoys working closely with clients to turn complex financial advice into easy-to-understand guidance. Chris holds a Bachelor of Arts in Communication [...]

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November 8, 2022

Jay Winston

As an Associate Wealth Manager, Jay is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life. [...]

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October 7, 2022

Larissa Vidal

(Pronouns: she/her/hers) As a Wealth Manager, Larissa is responsible for helping clients identify and achieve their financial goals. She works closely with clients to create a comprehensive wealth management plan – customized to fit their unique needs. Larissa also coordinates with a client’s other trusted advisors (CPA, attorney, insurance agents) to make sure they are [...]

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November 24, 2021

Vonie Bright

With a passion for providing families with financial guidance, Vonie began her career over 30 years ago when she got her first job in the financial services field as a student intern. Since then Vonie has worked in virtually all aspects of the business, both on her own and within a team with the single [...]

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