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The Team

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Steven Frueh

Advisor

Chief Compliance Officer

Partner

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Benjamin Childs

Advisor 

Managing Partner

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Raleigh Bailes Jr.

Advisor

CPA, CFP, PFS

Partner

Steven meets with clients periodically to review investments, discuss investment strategies and ensures WMA is compliant with federal and state financial regulations.

Benjamin works with new clients to identify and discuss financial goals. Benjamin assists in development of  advanced planning and services for individuals and businesses.

Raleigh is a financial planner and tax advisor for WMA.  Raleigh is also, the managing partner at Bailes Bates & Associates, LP, which provides accounting and income tax services.  

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Nicole Gale

Client Services Director

Nicole 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 Portales

Account Manager

Gloria serves as our Account Manager and will help with meeting coordination, paperwork questions, paperwork processing, transfer status and other back office functions.

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Jennifer Esch

Advisor

CPA

Jennifer is an advisor specializing in small business tax solutions. Jennifer is a Partner at Bailes Bates & Associates, LP, which provides accounting and income tax services

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Chase Morris
Advisor

Chase is an advisor at WMA. He primarily works as the liaison for financial planning solutions at Bailes Bates & Associates, LP

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