Meet the JTL Team - Your Wealth Partners

When you work with JTL Wealth Partners, you're not just working with a single person. You're working with a team of experienced professionals who share a common mission: Provide guidance on what we feel is the best strategy for you to pursue your most important financial goals.

Jimmy Lee

Jimmy Lee, AIF®, CMFC®, CWS® , CEPA

Founder / CEO

jimmylee@wradvisors.com

Bellann Hyten

Bellann Hyten, CEPA®

President / COO

bhyten@wradvisors.com

Albert Gonzalez

Albert Gonzalez, MBA

Senior Vice President / Partner

agonzalez@wradvisors.com

Teresa Watters

Teresa Watters

Vice President

twatters@wradvisors.com

Chris Mankoff

Chris Mankoff, CFP®

Chief Portfolio Strategist

cmankoff@wradvisors.com

Harry Grant

Harry Grant

Chief Strategy Officer / Executive Partner

hrgrant@wradvisors.com

Jeff Nunes

Jeff Nunes

Partner

jnunes@wradvisors.com

Brad Weekes

Brad Weekes, CFP®

Partner

bweekes@wradvisors.com

Danika Young

Danika Young

Operations Specialist

dmyoung@wradvisors.com

Allison McCulley

Allison McCulley

Client Care Associate

amcculley@wradvisors.com

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