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

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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

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Leslie develops and customizes comprehensive financial plans and personalizes client financial needs. She began working in the financial services industry in 1979 and worked alongside partner John Willett for more than 20 years before joining WealthSpring.

Throughout her career, Leslie has focused on building strong client relationships through solid customer service and a personalized approach to pursuing each client’s needs. Leslie is a Financial Planning Association (FPA) member and Estate Planning Council member in Long Beach. She earned a BA from UC Santa Barbara, is a CERTIFIED FINANCIAL PLANNER™ professional, completed a Paraplanner Credential and the Personalized Financial Planning Program from UC Irvine. She also holds FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network^®.

Theodore M. Athans, CFP®, AIF®

Partner, Managing Principal

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Ted is responsible for working with clients on their financial “big picture.” He specializes in integrating multiple financial strategies into a sound financial plan to help provide confidence and security for individuals, families, and business owners. In addition to his vast financial planning knowledge, Ted has expertise in social security strategies and insurance services.

His financial industry career began with American Express Financial Advisors (currently Ameriprise Financial, Inc.) in 1999. Ted formed Douglas, Athans & Associated Wealth Management Group in 2009 along with Jay Douglas. Jay and Ted teamed with John and Leslie to form WealthSpring in 2016.

Ted is a member of the Financial Planning Association (FPA) and has served as a San Gabriel Valley Chapter board member. Ted is also a member of the Financial Services Institute and is very active in the Chino Hills community. He has a BA from UC Irvine, is a CERTIFIED FINANCIAL PLANNER ™ professional, and an Accredited Investment Fiduciary^®. Ted holds FINRA Series 7, 24 and 66 securities registrations through Commonwealth Financial Network^®.

Theresa Hays

Investment Operations Manager

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Theresa manages client servicing, operations, and administration, ensuring that day-to-day office activities are handled efficiently. Her focus is ensuring that clients receive exemplary service with each request. Her financial services career began in 1995 working with several top independent broker/dealers, including Ameriprise Financial, Inc. and Centaurus Financial. She has a BA in business marketing from Cal State University, Dominguez Hills, and a master's in secondary education. She has FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network^®.

Christie Greenfield

Client Services Manager

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Christie has a keen sense of detail and accuracy when servicing clients. She avidly supports our desire to provide the highest quality of service by maintaining and updating our client contact management system. She oversees client forms processing, account maintenance, asset transfers, and money movement. She previously spent 27 years with SBC Communications holding a variety of administrative and technical positions. She has more than 10 years experience in financial services industry with Douglas, Athans & Associates prior to joining WealthSpring. Christie has a master's in information systems. She has FINRA Series 7 securities registration through Commonwealth Financial Network.^®

Tracy A Wu

Financial Planning Services Manager

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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^®.

Sarah Trejo

Client Services Manager

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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.