Team
Vargas Wealth Management is a full service financial services firm, specializing in private client wealth management. Our professional team has over 90 years of combined experience, and serves a variety of clients from business owners, executives, retirees, and families who need customized strategic financial planning.
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation, including such topics as:
- Financial Planning
- Investment Management
- Insurance Planning
- Trust Services and Estate Planning
Laurie Barela is Founder and CEO of Vargas Wealth Management, LLC, a firm specializing in comprehensive financial planning and customized management of investments through a holistic and relationship based approach. Laurie is a...
Austin Whitcher works as a Financial Consultant at Vargas Wealth Management. While attending the University of Colorado Boulder, he interned with VWM for a year and a half and graduated from the Leeds School of Business with a...
Francine is a LPL Registered Administrative Assistant who began her career in wealth management in 1992 as a Client Service Associate. She obtained her Series 7 Securities Registration and Insurance licenses over the years while...
Starting in the Wealth Management industry in 2006 Kelsey has years of experience in account and operational administration, client service, and assisting with investment planning and implementation. Kelsey earned a Bachelor of Arts...
Wanda, our Client Services Manager, started in the financial services industry in 1998 working besides Laurie at Merrill Lynch. She joined Vargas Wealth Management in 2020 as our Client Services Manager specializing in client...