Meet Our Team

  • Mark Lerner, ChFC, CLU

    PARTNER, FINANCIAL PLANNER

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  • Ryan Rouille, CPFA

    PARTNER, FINANCIAL PLANNER

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  • Jason Jones, CLU, ChFC, CFP®

    PARTNER, FINANCIAL PLANNER

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  • Stephanie Smith

    Client Relationship Manager

  • Sam Miller

    Client Service Representative

  • Hope Laman

    Administrative Assistant to Mark Lerner

The Piedmont Group Resources

Through our relationship with The Piedmont Group, we have access to the following specialists and resources.

  • Ian Carbone

    DIRECTOR OF FINANCIAL PLANNING

  • Ryan Young

    BUSINESS & ADVANCED PLANNING SPECIALIST

  • Miriam Powers, CFP®

    PARAPLANNER

These individuals above are not employees of WealthMade.