Kristen LaBate, MBA, Founder & Owner
Kristen brings more than thirteen years of practice management and leadership experience to WealthEase. Her extensive knowledge creates cohesive plans that go beyond investments by integrating tax and legal considerations. Kristen's consultative based approach meets clients where they are, personalizing each planning experience. She focuses her practice in wealth transfer, life insurance portfolio design, tax-efficient strategies, risk mitigation, estate planning, and retirement planning.
CA Insurance License # 4397356
Lisabeth Durbin, Financial Advisor
LisaBeth is an Investement Advisor Representative and she structures our investments and wealth management strategy, while providing extensive practice support. She has over a decade of experience and is dedicated to helping individuals, families and small business owners build wealth. Her approach is centered on education, building trust, and delivering tailored solutions to meet the unique needs of WealthEase clients.
CA Insurance License #4497525
Jim Cooney, CFP, ChFC, CLU FSCP, Wealth Planning Consultant
Jim Cooney launched his career as a financial advisor in 2011. Today, as a wealth planning consultant and a Certified Financial Planner, Jim specializes in comprehensive financial planning and advanced case design. With a career dedicated to helping clients achieve their investment and insurance objectives, he continues to guide them through a structured, holistic planning approach.
Linda Vescio, Director of Business Development
Linda plays a pivotal role in driving WealthEase's overall business growth initiatives. Her focus spans client acquisition, marketing initiatives, brand development, and advisor recruitment. Linda brings extensive experience in the financial services industry.