Staff Members

The staff members at Lefavi Wealth Management have been helping individuals and families with their financial planning and wealth management needs since 1980. We proudly offer our clients unparalleled attention, highly personalized service, and unique investment options, while relentlessly striving to protect their financial futures. Lefavi is committed to serving the complete financial needs of all of our clients.

Deserae Roderick

Deserae Roderick

Office Manager / Executive Assistant

Sherrie Bakelar

Sherrie Bakelar

Chief Compliance Officer

Sam Fowers

Sam Fowers

Accountant

Cathy Ramos

Cathy Ramos

New Business Processor

Christian Mogren

Christian Mogren

Marketing Manager