Our Team

Our Team

WealthSpring offers investors a unified source for the expertise required to meet today’s diverse challenges. We create impartial, customized investment strategies to help build, protect, and transfer our clients' wealth. We are committed to helping individuals and families pursue and exceed their life goals.

One of the keys to this success is that our professionals are affiliated with Commonwealth Financial Network®, one of the nation’s leading diversified financial services companies. Through Commonwealth, we have access to independent research and advanced financial tools, as well as online portfolio management services.

Jay M. Douglas, CFP®, MSF, ChFC®, AIF®

Partner, Chief Investment Strategist

Jay has focused his career on creating investment strategies for affluent investors looking to grow their wealth while taking into account prudent risk control measures. As chief investment strategist, Jay oversees the portfolio management team and investment selection and portfolio construction for clients.

His career began as a financial planner at the Irvine, California, office of American Express Financial Advisors (currently Ameriprise Financial, Inc.) in 1999. During his time there, Jay climbed the ranks to senior financial planner. In 2009, Jay formed Douglas, Athans & Associates Wealth Management Group in San Luis Obispo, California, along with Ted Athans. Jay and Ted teamed with John and Leslie to form WealthSpring in 2016.

Jay has a BA in business administration (finance: financial planning and investment advisory) from CSU Fullerton and a MS in finance (financial analysis) from College for Financial Planning. In addition to his master's degree, Jay holds certificates in financial portfolio management and financial analysis from the College for Financial Planning. Jay is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant®, and Accredited Investment Fiduciary®.

Leslie S. Wiberg, CFP®

Partner, Managing Director

Leslie Wiberg is a CERTIFIED FINANCIAL PLANNER™ professional who specializes in working with seniors seeking guidance with their retirement income, financial planning, and legacy planning needs. Understanding that her clients possess various levels of financial knowledge, Leslie provides applicable education to all to ensure they achieve a basic understanding of their wealth management. Leslie prides herself on the way she facilitates a personalized approach to each of her clients, and her care for her clients mirrors the consideration and sensible advice she would give to her own parents.

Leslie is skilled at assessing her clients’ lifestyle needs and aligning their financial priorities accordingly. As their lives progress, Leslie draws from her over 30 years of experience to provide guidance and foresight for their changing needs. She began working in the financial services industry in 1979, working alongside partner John Willett for more than 20 years before joining WealthSpring. Leslie epitomizes the philosophy of building strong client relationships through solid customer service that lasts a lifetime.

An avid volunteer who invests her time and energy in her community, Leslie is an active member of the Rotary Club of Long Beach, serving on several committees, including the Feed the Future committee that provides 1,500 bags of food each year for college students facing food scarcity. As part of the Literacy Committee, she visits classrooms weekly and helps children with their reading skills. She also serves on the Club’s Camp Enterprise committee, teaching high school juniors the principles of business. Leslie is a volunteer with For the Child, a charitable organization devoted to addressing and preventing child abuse, and she hosts bi-monthly meals at the Ronald McDonald House in Long Beach.

Leslie is a Financial Planning Association (FPA) member and a board member of the Estate Planning and Trust Council of Long Beach. She earned a BA from UC Santa Barbara, is a CERTIFIED FINANCIAL PLANNER™ professional, and completed the Personalized Financial Planning Program from UC Irvine. She also holds FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network®. Born and raised in Long Beach, she continues to reside in Long Beach with her husband, an 8th grade science teacher, and has an adult son.

Theodore M. Athans, CFP®, AIF®

Partner, Managing Principal

Ted’s adventure into his financial planning career started with some curiosity, a passion for helping others, and a little bit of luck.

Throughout his school years, Ted knew he loved numbers and math. While attending UC Irvine, he began helping campus clubs with their finances. One day he noticed a college counselor using the personal finance software Quicken and asked him more about it. To his surprise, he took a great deal of interest in the computer program and how it could aid in finance management.

Acknowledging the enjoyment he took from his work with the campus clubs and using Quicken, Ted began wondering if there was a career that involved helping families and businesses manage their finances and investments. Yet at the time, he was considering a law degree and was about to start an intern position at a law firm. He didn’t know it then, but right before his first day Ted received a call that would change his life: the position was being given to someone else.

As luck would have it, a friend of Ted’s was a teller at a local bank and helped him quickly pivot to a job there. Once again, Ted found himself helping people with their finances, but this time he was getting paid for doing it. His career had begun!

That was 1994. Fast forward to today: he still loves finance software and still loves assisting others. Helping successful business owners and managing multigenerational capital are among his top passions.

Ted is a partner with WealthSpring and oversees the financial planning team. He started at American Express Financial Advisors (currently Ameriprise Financial, Inc.) in 1999. Ted formed Douglas, Athans & Associates Wealth Management Group in 2009 along with Jay Douglas. Jay and Ted teamed with John (now retired) and Leslie to form WealthSpring in 2016.

As a longtime member of the Financial Planning Association (FPA) he has served as a San Gabriel Valley Chapter board member. Ted and his family are very active in the Chino Hills community which they have called home since 2003. He holds local workshops providing pro bono financial education and his family participates in different charities through volunteering and fundraising. The Chino Hills Community Foundation, Rancho Del Chino Rotary Club, Financial Peace University, IHC Mexico Home Build Mission Trip, and the IHC Benevolence Fund are among the non-profits and charities of which the Athans family has helped.

Ted is a CERTIFIED FINANCIAL PLANNER ™ professional, and an Accredited Investment Fiduciary®. He has a BA from U.C. Irvine and holds FINRA Series 7, 24 and 66 securities registrations through Commonwealth Financial Network®.

Theresa Hays

Investment Operations Manager

Theresa began working in financial services in 1995, working with top independent broker/dealer firms, including Ameriprise Financial, Centaurus Financial, and LPL. As Investment Operations Manager at WealthSpring, she provides support to advisors for all areas of client service, operations and administration. Her focus is ensuring that clients receive exemplary service with each request. Theresa earned her BA in Business Marketing from Cal State University Dominguez Hills and a Master’s in Secondary Education.  She holds her FINRA 7 and 63 securities registrations as well as her California Life and Health Insurance License. In her free time, Theresa and her husband Greg can be found cheering on their two children in different sporting events they participate in, including baseball, basketball, dance, and volleyball.

Christie Greenfield

Client Services Manager

Christie is the Client Services Manager overseeing WealthSpring’s San Luis Obispo office. She has more than 10-years’ experience in financial services industry with Douglas, Athans & Associates prior to joining WealthSpring. Christie is deeply committed to ensuring each client’s request is accurately and efficiently taken care of. She oversees client forms processing, account maintenance, asset transfers, money movement, and maintains client data. In addition, she provides indispensable support to advisors and team members as needed. Her previous career spanned 27 years with SBC Communications holding a variety of administrative and technical positions. Christie earned a master's in information systems management, and she holds a FINRA Series 7 securities registration through Commonwealth Financial Network. ®

During her leisure time she and her husband Correy enjoy adventures with their Italian greyhound, Milo. Christie’s greatest passion is Italian Greyhound rescue. Over the past 20 years Christie and Correy have rescued 5 Italian greyhounds, 2 of which were special needs. Having grown up along the Central Coast of California, she also enjoys container gardening with seasonal flowering plants. Now that she and Correy are residing in Idaho, gardening is a whole new experience. Christie’s family and friends are very important to her and she embraces the time she can spend with them.

Tracy A Wu

Financial Planning Services Manager

Tracy has outstanding talents with investment research and financial analysis. She focuses on technology tools, utilizing financial planning software and maintaining the contact management system. Tracy also manages the company website, client web tools, social media sites, and marketing for the office. She earned her BA in Business Economics from UC Irvine with a specialization in international issues and economics and has FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®.

During her time off, she enjoys spending time with her family and traveling the world. She and her husband love traveling to new places and immersing themselves in their food and culture. Hawaii is their second home, Iceland has been their greatest adventure and the Maldives their favorite relaxation destination. Tracy and her husband are always looking for their next adventure. They recently welcomed a sweet baby girl who keeps them on their toes.

Sarah Trejo

Client Services Manager

Sarah is the Client Services Manager for our Santa Rosa office. She handles client servicing, operations, and administration, ensuring that day-to-day office activities are taken care of so our clients can focus on what is important to them. Premier service is Sarah's priority for all of WealthSpring's client relationships. She began her financial services career in 2008 with MJ Everson Financial. Starting her career in the heart of one of America's most challenging financial crises, she worked hard to move up and eventually became a partner in that firm. Sarah has a BA in Social Welfare and a minor in Demography from the University of California, Berkeley. She enjoys spending time with her husband Matt, working in her garden, teaching Indoor Cycle classes, and experiencing all of the wonderful things Sonoma County has to offer.