Our Team

Founders Diahann W. Lassus, MBA, CFP®, CPA/PFS, and Clare E. Wherley, MBA, CPA, CFP®, have created a strong, nurturing team approach to serve our clients. At Lassus Wherley, a team of dedicated professionals will work together to address your needs. Our team members hold the following degrees, certifications, licenses and designations:CERTIFIED FINANCIAL PLANNER, Certified Public Accountant, Chartered Financial Analyst, Registered Investment Advisor Representative, Doctorate, Master of Business Administration, and New Jersey Life and Health Insurance.

We come from varied backgrounds and represent diverse ethnicities and age groups. We can draw on these unique perspectives to generate creative ideas for our clients, and then utilize our skills and training to develop effective solutions. Clients are assigned a team of professionals based upon the expertise required for their circumstances, but all clients have access to our entire team's capabilities, as needed.

We'd like to introduce you to our team...

 

Executives

diahann_lassus.jpg

Diahann W. Lassus 

MBA, CFP®, CPA/PFS

President
Co–Founder

Learn more  >

diahann_lassus.jpg

Clare E. Wherley 

MBA, CPA, CFP®

Chief Executive Officer
Co–Founder

Learn more  >

diahann_lassus.jpg

Deborah J. Rivosa 

MBA, CFP®, CFA

Chief Compliance Officer
Director
Business Development

Learn more  >

Advisors

diahann_lassus.jpg

Dawn Brown

CFP®

Senior Financial Planner

Learn more  >

diahann_lassus.jpg

Jodi A. Cirignano

MBA, CFP®, CPA

Senior Financial Planner

Learn more  >

diahann_lassus.jpg

Patricia Daquila

MBA, CPA

Senior Tax Advisor

Learn more  >

diahann_lassus.jpg

Cynthia Fusillo

MBA, CPA

Senior Tax Advisor

Learn more  >

diahann_lassus.jpg

I. Lisa McKnight

MBA, CFP®

Senior Financial Planner

Learn more  >

diahann_lassus.jpg

Betty S. Thomas

 

Financial Planner

Learn more  >

diahann_lassus.jpg

Laurie Wolfe

CPA

Senior Tax Advisor

Learn more  >

Client Support

diahann_lassus.jpg

Patricia A. McCormick 

Investment Operations Team Leader

Learn more  >

diahann_lassus.jpg

Magda Mendel

Investment Support Associate

Learn more  >

diahann_lassus.jpg

Jonne E. Morris

Operations Specialist

Learn more  >

diahann_lassus.jpg

Chen Lu, Ph.D.

Enrolled Agent

Learn more  >

diahann_lassus.jpg

Robin Rabin

Director of Sales

Learn more  >

Administrative Group

diahann_lassus.jpg

Peg Bunnell
 

Administrative Associate

Learn more  >

diahann_lassus.jpg

Dana Cahill

Administrative Associate

Learn more  >

diahann_lassus.jpg

Martha C. Kardashinetz

Administrative Associate

Learn more  >

diahann_lassus.jpg

Nancy E. Squier
 

Administrative Associate

Learn more  >

Technology Group

diahann_lassus.jpg

Peter Cintula

Director, Information Technology

Learn more  >

diahann_lassus.jpg

Zuzana Harvis

Director, Process Management

Learn more  >

Share Us

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved