The Team
Steven Frueh
Senior Financial Officer
Chief Compliance Officer
Steven meets with clients periodically to review investments, discuss investment strategies and ensures WMIA is compliant with federal and state financial regulations.
Benjamin Childs
Family Financial Officer
Business Development Director
Benjamin works with new clients to identify and discuss financial goals. In addition, Benjamin may recommend insurance and other products to clients with those needs.
Karen Stempinski
Client Services Director
Gloria Portales
Account Manager
Raleigh Bailes Jr.
Family Financial Officer
CFP, PFS, CPA
Raleigh works with clients to identify, discuss and measure financial goals. Raleigh is also, and separately, a partner with Bailes Bates & Associates, LP, which provides accounting and income tax services.
Rachel Penny
Technology Director
Karen is the main point of contact at WMA. She assists with general questions about accounts under management and facilitates client requests. She has responsibility for the preparation of progress reports and prepares financial action plans.
Gloria serves as our Account Manager and will help with meeting coordination, paperwork questions, paperwork processing, transfer status and other back office functions.
Rachel assists with client setup and maintenance of WMA’s financial tracking software.