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...