Our Team

John began his career in the securities industry in 1970 as a Registered Representative with Dean Witter & Co., where he was a senior vice president. He joined Crowell, Weedon & Co. in 1977, and became a partner of the firm in 1989. In 1995 he joined Halbert, Hargrove & Co. as managing director. Willett Financial Services was formed in 2005, and John became a Registered Principal with LPL Financial. In 2016, Willett Financial merged with Douglas, Athans to form WealthSpring, and John is a co-founder of the new firm.

Prior to his career as a financial consultant, John was employed by Douglas Aircraft Co. as a subcontracts administrator. He was also an assistant professor of Finance at California State University, Los Angeles, from 1973 to 1983.

After graduating from Loyola High School, John received a BA from Santa Clara University in 1961. While at Santa Clara, he won a bronze medal in NCAA Boxing in 1960. The next year he was the Regional Boxing Champion and was awarded All-American honors. He continued his education at UCLA, earning an MBA in 1967. John was a captain in the U.S. Army, serving on active duty for two years with the 1st Infantry Division and six years active reserve time with the Army Security Agency.

Throughout his career, John has been involved in supporting his community. He is a past president of the Santa Clara University Alumni Association, and was voted Santa Claran of the year in 1990. John served as vice president of the Long Beach Branch YMCA Board of Directors, was an active Catholic Big Brother for 10 years, and volunteered as a consultant for the Stock Market Game sponsored by the Long Beach Press Telegram “Education in Newspapers” program. John holds FINRA Series 1, 24, 63, and 65 securities registrations through Commonwealth Financial Network^®.

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^®.

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^®.

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^®.