Our Staff
Rey Cruz CFP® has been in the financial industry for 24 years. I am a Certified Financial Planner who helps individuals, families and small businesses with their financial planning, giving them confidence for a secure financial future. I accomplish this by taking action in financial goals, retirement, tax, investment, college, benefits and estate planning. I specializes in IRA and 401K distributions. You can reach me at service@reycruz.com.
Theresa Barreiro is my Executive Administrative Assistant. She is here everyday 8:30-4:00, to handle all client service. She runs the office and helps keep me on schedule. Call her if you have any questions about your statement, checks, documents, or to set up a phone or in person appointment with me. She can be reached by phone at extension 230 or email at service@reycruz.com.
Leslie Heatherly is my Marketing Vice-President. Chances are if you haven’t heard from her yet, you will. She helps me with my calls to you to make sure we stay on top of your needs and concerns. She is at extension 237 or lesliesa@reycruz.com.
Michelle Wegman is my newest member and my Communications Officer. Her job is to make sure we are sending something of value to you in the mail every month. Her extension is also 228 or email her at michelleco@reycruz.com.
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