About Us
The Best and Brightest Money Managers
A successful money manager can make all the difference on the growth and preservation of your client's assets. At WE2 and its affiliated RIAs, AlphaSource Investment Counsel and Visionary Investment Management, every money manager we sponsor are individually selected based on integrity, depth of experience and their ability to preserve capital and generate solid returns.
With our rigorous money manager selection process and range of alternative investment choices including from Mutual Fund Wrap Portfolios to Tactical Money Management solutions, investment professionals benefit from industry expertise and a new level of diversification.
Your Dedicated Staff
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Drew Miller CFP®, President Drew comes to WE2 with over 11 years experience in the financial services industry holding positions in sales support, outside sales, compliance and supervision. A native Houstonian, Drew attended Texas Tech University where he graduated with a degree in Communications in 2000. In 2009 Drew finished his MBA at Belhaven University graduating Magna Cum Laude and earning the prestigious Richard H. Le Tourneau Award given to the student with the highest GPA in the MBA program. Drew is a Certified Financial Planner™ and holds the Series 4, 7, 24, 66 and Group One Insurance License. Drew resides in Missouri City, TX with his wife Ryan and three children. |
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Brianna Monroe, Director of Business Development Brianna joined WE2 in October 2007. She is native to Tucson, Arizona and now resides in Houston, TX. Brianna earned her Finance and International Business Degree from the University of South Carolina and holder her Series 7, 66 and Group 1 Licenses. She has worked at Dell as a Small/Medium Business Sales Representative and at Ameriprise Financial as a Comprehensive Financial Advisor. |
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Taneesha Cunningham, Director of Operations Taneesha began her career in the financial services industry at Charles Schwab & Co. During her tenure at Schwab, she held multiple positions including Retail Operations Specialist, Institutional Operations Specialist, Senior Operations Specialist & House holding Team Lead. Also while at Schwab, she worked on several operational projects, such as Charitable Gifting, the development of client initiated online transfers and transfer training modules. Taneesha holds the Series 7 and 63 licenses. |
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Idalia Salazar, Business Development Specialist Idalia is a native Houstonian and enjoys spending time with her family, friends and experiencing the delicacies Houston provides. Idalia has established an extensive background in Communications as well as in the Financial Services Industry. She graduated with a Bachelor's degree in Communication and a minor in Marketing from University of St. Thomas. She takes joy in participating in charitable Triathlons as well as Marathons. Idalia is currently a member of the National Hispanic Professional Organization as well as a mentor to the City of Houston Mayor's youth program. Idalia joined WE2 in August 2010 as the WE2 Business Development Specialist. |
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Margaret Bader, Operations Liaison Margaret has over 25+ years experience in the Financial Service Industry. She has worked at several different firms and held positions as, Senior Registered Assistant, Training, Transition, Operations, Investment Advisory Operations and also facilitated in opening new offices across the Southeast. Margaret holds the Series 7 and 63 licenses and is a native Houstonian. Margaret resides in Houston with her husband, Randy. |
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Schree Cray, WE2 Operations Liaison Schree received her B.A. in Business from Letourneau University. She began her career with Garcia Hamilton & Associates L.P. where she worked from 1994 to 2003. During this time, she worked with equity and fixed income securities and held several positions including Trader's Assistant, Trade Settlement Liaison and Portfolio Administrator. She also worked as an Operations Specialist for U.S. Fiduciary from 2006 to 2008. |
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Julie Mayse, Billing & Quality Assurance Specialist Julie graduated from Southwest Texas State University in San Marcos, TX, with a B.A. in Psychology in 2002, and began her investment career at Stanford Group Company in 2004. There she worked primarily in managed account operations with the Registered Investment Advisory group until February of 2009. After which, she moved to Ameriprise Financial, working with one of the top producing Financial Advisors, until she recently decided to return to Investment Advisory operations at WE2. She loves spending time with her family, cooking at home, and traveling. She currently holds the Series 7, Series 66, Series 24, and Group One Insurance licenses. |
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Rita DeFloreo, Chief Compliance Officer Rita DeFloreo, a 25 year veteran of the financial industry, began her career with PaineWebber in 1986 in commodities, retail sales, and institutional sales and trading. She then transitioned to compliance and worked for the NASD as a field examiner. She has held the position of Chief Compliance Officer with several broker dealers, Registered Investment Advisors and a hedge fund. In addition to her paralegal certification, Rita holds FINRA licenses 7, 24, 28, 51 and 63. |
WE2 Board of Directors
Gordon D'Angelo
Cary Cowan
Jeffrey Saline
WE2 Executive Directors
Daniel Anderson, TX
Jay Matthews, VA
Ron Smith, VA
Roy Holtz, PA