Chief Executive Officer
As CEO of Sanchez Wealth Management, LLC, Jon Sanchez and his team manage over $92 million (fee-based only) in client assets as of August 2016. With over 20 years' experience in the financial services industry, he is a veteran of the securities business. Jon focuses on the vast and complicated areas of retirement and wealth building by utilizing equity investments, real estate, and small businesses. As a leader in the Northern Nevada and California financial community, Jon has created, bought, or sold over 20 businesses.
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Chief Operating Officer
Born and raised in South Lake Tahoe, California, Haley is proud to call the Sierras her home. She graduated from the University of Nevada, Reno with a bachelor’s degree in business management and holds her Life, Health, and Accidental Insurance license for Nevada. Haley began her career in the financial industry at Sanchez Wealth Management, LLC in 2008 and has managed numerous aspects of the business for over seven years. Haley was also an Assistant Branch Manager for Bank of America. Her operations experience, along with her passion for marketing and events, has enabled her to oversee all aspects of the firm and focus on the growth of Sanchez Wealth Management. Haley was recently married in Genoa, Nevada.
Gina is from St. Louis, Missouri and relocated to the Reno area in March 2015. She graduated from Lindenwood University with a bachelor’s degree in business administration. In the near future, she hopes to earn her master’s in business administration as well. Gina has worked in the financial industry for a year and a half, and recently joined Sanchez Wealth Management, LLC in May 2015. She looks forward to learning and growing more within the financial industry and the company.
Client Relations Manager
As Client Relations Manager, Kacie Duran is excited for the opportunity to assist in the growth of our firm. Although she was born in Southern California, she has called the Sierras her home since she was 9 years old. Kacie previously worked for Wells Fargo as a branch manager. She has a passion for helping clients and building lifelong relationships. Her number one priority is to ensure that you receive the best possible experience while at Sanchez Wealth Management. Please don't hesitate to contact her with any questions or concerns that may arise.
Client Relations Assistant
Lauren Johnson joined the Sanchez Wealth Management family in late April 2017. After graduating from California Polytechnic State University in San Luis Obispo with a Bachelor’s Degree, she worked in the winemaking industry where she met her fiancé. Two years ago they moved to Reno together to be closer to their families. After working in the finance department at The Ritz-Carlton, Lake Tahoe during her early years in Reno, she is excited to advance her career by building quality relationships with our clients and fine-tune her financial planning and management skills with our team.