The Team
Steven Frueh
Advisor
Chief Compliance Officer
Partner
Benjamin Childs
Advisor
Managing Partner
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.
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.
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
Chase Morris
Advisor
Chase is an advisor at WMA. He primarily works as the liaison for financial planning solutions at Bailes Bates & Associates, LP