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, Project Management Professional®, 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

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Diahann W. Lassus 

MBA, CFP®, CPA/PFS

President
Co–Founder

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Clare E. Wherley 

MBA, CPA, CFP®

Chief Executive Officer
Co–Founder

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Advisors

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Dawn Brown

CFP®

Senior Wealth Planner

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Jodi A. Cirignano

MBA, CFP®, CPA

Senior Wealth Planner

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Patricia Daquila

MBA, CPA, CFP®

Senior Wealth Planner

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Cynthia Fusillo

MBA, CPA

Senior Tax Advisor

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I. Lisa McKnight

MBA, CFP®

Senior Wealth Planner

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Betty S. Thomas

ChFC®, CFP®

Senior Wealth Planner

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Laurie Wolfe

CPA, CFP®

Senior Wealth Planner

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David Colby

 

Investment Analyst

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Client Support

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Patricia A. McCormick 

Senior Client Services Officer

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Jonne E. Morris

Client Service Officer

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Chen Lu, Ph.D.

Client Service Officer

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Administrative Group

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Dana Cahill

Client Service Officer

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Martha C. Kardashinetz

Administrative Coordinator

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Technology Group

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Peter Cintula

Manager of Information Technology

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Zuzana Harvis, PMP

Senior Business Process Manager

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