At Lassus Wherley, we believe that dedicated, ethical financial advisors can change lives. That's why our firm's leaders have deep roots in professional organizations that are advancing the financial planning profession and generating new entrepreneurial opportunities for women.
Diahann W. Lassus, MBA, CFP®, CPA/PFS, was the Chair of the National Association of Personal Financial Advisors (NAPFA) in 2008-2009 and board member from 2007-2009. Among her many achievements while on the board was to develop NAPFA's relationship with the Financial Planning Coalition (FPC), which has led the fight for pro-consumer reform of the financial services industry. Diahann in July, 2009, on behalf of the FPC, testified before the U.S. House Committee on Financial Services to stress the need for high competency and ethical standards for the financial planning profession. Diahann is currently a NAPFA representative on the Public Policy Committee.
Diahann also sits on numerous boards in New Jersey, including New Jersey State Chamber of Commerce Board of Directors and the Rothman Institute of Entrepreneurship Advisory Board (part of the Silberman College of Business at Fairleigh Dickinson University). She also serves on the Board of Governors of the Florida State University College of Business. Diahann was named to the inaugural CNBC Digital Financial Advisor Council (2013-2014) and was reappointed to the Council (2014-2015). She was a member of the Center for Women's Business Research Board of Directors from 1994 to 2012.
Diahann is a member of the Financial Planning Association (“FPA”), the Financial Planning Association of New Jersey (“FPANJ”), the American Institute of Certified Public Accountants (“AICPA”), the New Jersey Society of Certified Public Accountants (“NJSCPA”), the National Association of Women Business Owners (“NAWBO”), and Executive Women of New Jersey (“EWNJ”). Diahann is a NAPFA-Registered Financial Advisor and Registered Investment Advisor Representative.
Diahann is recognized in the industry as a pioneer of the Fee-Only profession and among the profession’s most influential members. She has worked tirelessly to promote Fee-Only financial planning and the many benefits it provides to consumers. Diahann was named one of NAPFAs 30 Most Influential and was awarded the Robert J. Underwood Distinguished Service Award by NAPFA. As an industry expert, Diahann has been interviewed by numerous prominent industry publications and has appeared on radio and television sharing her views on current events and topics and their potential impact on the profession, the markets and the economy, and consumers. InvestmentNews in commemoration of their 15th Anniversary named Diahann among the 25 people who have shaped the advice business. Diahann has been recognized nationally and internationally over the years by Wealth & Finance International, Worth magazine and Wealth Manager and is a multiyear (2012-2015) Five Star Wealth Manager award winner. She was honored at the Rothman Institute for Entrepreneurial Studies 20th Anniversary celebration as the inaugural speaker in 2004 for the Female Entrepreneurship Series. An edited version of her speech comprised a chapter in the book Entrepreneurship and Innovation: Global Insights from 24 Leaders commemorating the Institute's 20th anniversary. She was also featured in the book How Women Lead: The 8 Essential Strategies Successful Women Know. In 2013 Diahann was featured in an exclusive interview for The Wall Street Journal’s Mixing It Up column. Diahann was appointed by President Bill Clinton to the Retirement Savings Summit in Washington, DC in 1998 and by New Jersey Governor Christine Whitman to the New Sources of Capital Board in 1996. She was a delegate to the White House Conference on Small Business where she chaired the New Jersey Capital Formation Committee in 1995.
Clare E. Wherley, MBA, CPA, CFP®, is Vice President and Membership Chair of the New Providence Business & Professional Association and Past president and Member of the Summit Business and Professional Women's Club. She was a board member of the Youth ChalleNGe Foundation (Washington, DC) from 2010 to 2013.
Clare is a member of the FPA, the FPANJ, the AICPA, the NJSCPA, NAWBO, and EWNJ. Clare is a NAPFA-Registered Financial Advisor and Registered Investment Advisor Representative.
Clare has been recognized for her many contributions to her profession, clients and community. Clare is a multiyear (2013, 2014, 2015) Five Star Wealth Manager award winner and a 2014 Five Star Certified Public Accountant award winner. Clare was honored in 2012 at the Executive Women of New Jersey’s “Salute to the Policy Makers” Awards Dinner, and was named One of New Jersey’s 2010 Best 50 Women in Business by NJBIZ. She has contributed to Biz Brain articles in The Star-Ledger of New Jersey and currently contributes to articles in NJMoneyHelp.com.
Deborah J. Rivosa, MBA, CFP®, CFA, has been named one of New Jersey's 2012 Best 50 Women in Business by NJBIZ. In 2004, Deborah received the Tribute to Women & INdustry (TWIN) Award. This award recognizes women for their outstanding business and community achievements.
Deborah is a member of the FPA, the FPANJ, the CFA Institute, the Hartford (Connecticut) Society of Financial Analysts, and EWNJ. Deborah is a Registered Investment Advisor Representative and a NAPFA Associate.
Lisa McKnight, MBA, CFP®, volunteered to be one of the Fee-Only financial advisors offering free advice to consumers during the Your Money Bus Tour sponsored by The National Association of Personal Financial Advisors Consumer Education Foundation, TD AMERITRADE Institutional and Kiplinger's Personal Finance magazine. Lisa is President of the Community Service Association of New Providence, NJ. She is a member of the NAPFA New York Metro Study Group. She has contributed to Biz Brain articles in The Star-Ledger of New Jersey and currently contributes to articles in NJMoneyHelp.com.
Lisa is a member of the FPA and the FPANJ. Lisa is a Registered Investment Advisor Representative and a NAPFA Associate.
J. Charles Pawlik, CFP®, CFA, is a member of the CFA Institute and the New York Society of Financial Analysts, and FPA and FPANJ. Charles is a Registered Investment Advisor Representative and a NAPFA Associate. He has contributed to Biz Brain articles in The Star-Ledger of New Jersey and currently contributes to articles in NJMoneyHelp.com.
Betty Thomas is Treasurer and Board Member of HYSSOP (Healthy Seniors Sitting in Opulent Places) and RAIN (Reaching Adolescents in Need). Betty is a Registered Investment Advisor Representative and a NAPFA Associate.
Strengthening Our Profession
Lassus Wherley participates in study groups to learn from other professionals and contribute information about our experiences. The participants of these groups include other firms’ owners and advisors. In these meetings we discuss best practices, industry opportunities, challenges and risks we face. The goal of our meetings is to leverage each advisor’s experience and expertise to strengthen the community of financial planning professionals.