Through tailored and timely financial and investment advice, we help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Evan Lereah is the Managing Principal for the Lereah Financial Group. Evan’s father started the firm over 36 years ago and Evan took an interest in what his father did at a very young age. After gaining industry experience and expertise, Evan eventually joined the practice and became the primary investment manager. Evan’s passion is to gauge the risk tolerance for a client and build a portfolio utilizing current investment themes and trends. He often plays a key role in a clients’ inner circle and is consulted when big life decisions are being made.
During his career, Evan served as Vice President at multiple firms including, OppenheimerFunds Distributors, Rydex Investments (now Guggenheim Investments) and Appleton Partners. Evan earned his B.S. from Robert H. Smith School of Business while attending the University of Maryland in College Park.
Away from the office, Evan is spending as much time as he can with his family. They enjoy building memories hiking and visiting national parks. Evan plays basketball 2-3 times per week, and is an avid Peloton rider. Staying fit and active is a big part of his lifestyle.
In 2018, Evan was named a Premier Advisor for Wells Fargo Advisors*. In addition, he was honored as a "Five Star Wealth Management" award recipient in the state of New Jersey**.
* The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.
** The Five Star Wealth Management award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5.Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a few to be considered or awarded. Once awarded, wealth mangers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 4,383 New Jersey wealth managers were considered for the award; 415 (9% of candidates) were named 2018 Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subjected to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. Individually contributed to a financial settlement of a customer complaint filed with regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
Ellen Wasneuski is the Operations Manager for the Lereah Financial Group. She recently held the title of Senior Client Associate, and has worked with the practice and its clientele for over 21 years.
Ellen has a myriad of responsibilities at the firm. These include movement of funds, document generation and processing, in addition to many other functions. Her commitment to service and detail helps personalize the client experience at the Lereah Financial Group.
One of Ellen’s greatest strengths is providing organizational leadership, empathy, and compassion when helping clients through difficult times. She is considered a trusted resource for many. Whether it is assisting with executor responsibilities when distributing an estate, or helping to manage account transition steps, Ellen makes the process easier for our clients.
Ellen is a graduate of the Drake Business School. When she is not at work, Ellen enjoys spending time with her grandchildren and supporting breast cancer awareness within her community.
Jessica Lereah serves as the Branch Administrator for the Lereah Financial Group. After founding and managing a successful professional recruitment agency for over a decade, she has transitioned into a managerial asset for the Lereah Financial Group. Jessica supervises and maintains all human resources and business entity responsibilities for the firm. She also assists with compliance and documentation requirements while maintaining and managing communication with Wells Fargo Advisors Financial Network headquarters in St. Louis, MO.
Jessica is a graduate of Franklin and Marshall, and also achieved her Master’s Degree in Psychology from the New School in New York City.
.jpg?width=464&height=263)
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.
Learn More.jpg?width=287&height=161)