Broker Check

Our Team

GLOBAL EXPERTISE IN YOUR OWN BACKYARD

Nathan Gale
Paraplanner and Technology

Nathan Gale is our paraplanner and an expert at using our eMoney financial planning software. Nathan has passed the CFP® exam and received his Master's in Personal Financial Planning from Kansas State University. Nathan began his experience in financial planning while serving in the U.S. Army and Navy, where he counseled many families in the armed forces as the Command Financial Specialist. He also has his Bachelor's in Trumpet Performance from Missouri State University, and as trumpet player has preformed professionally around the world!

Kim Creque
Client Services

Kim’s background delivers over 20 years of experience in Financial Service providing back office support to the various needs of the Independent Financial Advisor. Kim began at MetLife in their Word Processing department in 1995. In 1998 she handled placing stock broker trades and client relations at Kirk Patrick Pettis.  In 2004 Kim joined ING’s Variable New Business department, processing life insurance applications and working closely with the underwriting department. Kim has extensive experience working in the RIA space.

Jennifer Chavez
Client Service Manager

Jennifer Chavez is an experienced Client Service Manager and brings a wealth of knowledge with her. She takes pride in providing the best service possible to all of our clients and is always willing to go above and beyond. She has over 15 years of experience in client relationships and office management. Jennifer spent 13 years in the hospitality industry leading successful and award-winning teams. Her time in the hospitality industry transfers seamlessly over to the Financial industry; where she has carried over her expertise of client relationships, organizational skills and an operations mindset.

In addition to her role as a Client Service Manager, Jennifer is an accomplished photographer. She owns her own business; JC Photography & Design. Jennifer is a devoted wife and mother of 5 children as well as two grandchildren.

Valyntine Lonergan
Client Service Manager

Valyntine Lonergan is a dedicated Client Service Manager with a passion for delivering exceptional service and building strong client relationships. Raised in the vibrant landscape of Colorado, Val was instilled with a genuine eagerness to assist others by her family of entrepreneurs.
Known for her dedication to client satisfaction and her proactive approach to addressing challenges, Valyntine is committed to fostering long-lasting partnerships and driving positive outcomes for both clients and the organization. She thrives in dynamic environments where she can leverage her expertise to contribute to the success and growth of the team and the company as a whole.

Fenimore Marsh
Executive Assistant

Fenimore Marsh is our Executive Assistant and handles all of our outgoing marketing, client relationships, communications and day-to-day operations at WellAcre. Fenimore has hands on experience in management for small businesses and a personal drive for finance. Growing up in Los Angeles, Fenimore moved to Puerto Rico at age 16 where he began and ran his own film production company. After growing an understanding of business, Fenimore then moved to Spain to pursue and graduate with a Business Administration degree focused on Microeconomics at the University of Carlos III of Madrid, which is the top-rated business and economics university in all of Spain.

Read the latest articles from my blog

Learn More About

Learn More About

Our Services
Let's Meet

Let's Meet

Contact Us
THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.

Talk to An Advisor


Subscribe to our newsletter

Thank you!
Oops!
Wellacre Global Wealth Advisors, Financial Planning Consultants, Santa Monica, CA