A & I Wealth Management

Peter Lengsfeld is a CFP® professional with 30 years of experience in the financial services industry. He is currently with A & I Wealth Management and has held roles at A & I Financial Services LLC, Geneos Wealth Management, and Presidential Brokerage, Inc. His career includes extensive experience in both wealth management and brokerage environments. A & I Wealth Management serves individual clients, retirement plans, trusts, estates, and business entities through a nine-advisor team managing over $463 million in assets. The firm offers customized investment programs using multiple model portfolios and third-party managers, employing various analytical approaches and providing both discretionary and non-discretionary account options.

Julie Morgan is a financial advisor at A & I Wealth Management with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with A & I Wealth Management since 2023, alongside longstanding roles at A & I Financial Services LLC and Geneos Wealth Management Inc. Morgan is also an independent representative with various insurance carriers for fixed products. A & I Wealth Management serves individual clients, retirement plans, trusts, estates, and business entities through a nine-advisor team managing over $460 million in assets. The firm offers customized investment programs using multiple model portfolios and third-party managers, employing a variety of analytical approaches and providing both discretionary and non-discretionary account options.

Judson Cass is a CFP® with 24 years of industry experience, currently serving at A & I Wealth Management. He has worked with A & I Financial Services LLC and Geneos Wealth Management Inc. since 2012. Cass is also the owner of Judson Cass CFP LLC and acts as an independent representative with various insurance carriers for fixed insurance products. A & I Wealth Management serves individual clients, retirement plans, trusts, estates, and business entities through a nine-advisor team managing over $460 million in assets. The firm offers asset management, third-party manager selection, comprehensive financial planning, and retirement plan consulting using a multi-model portfolio approach with discretionary and non-discretionary account options.

Cassidy Butler is a CFP® and holds a Series 66 license, with one year of industry experience. She is currently associated with A & I Wealth Management and Geneos Wealth Management, and has prior experience at Rehberg Law Group and in educational roles. Outside of advising, she serves as an education coordinator at Mission Hills Church. A & I Wealth Management is a nine-advisor team managing over $460 million in assets, serving individual clients, retirement plans, trusts, estates, and business entities. The firm offers customized asset management and financial planning using multiple model portfolios, third-party managers, and a variety of investment strategies, with both discretionary and non-discretionary account options.

Stacey Frank is a financial advisor at A & I Wealth Management with 18 years of industry experience. She holds a Series 66 designation and has worked at Geneos Wealth Management and A & I Financial Services LLC since 2005. Outside of advisory work, she serves as a board member of Tall Tales Ranch. A & I Wealth Management is a nine-advisor team serving individual clients, retirement plans, trusts, estates, and business entities. The firm manages approximately $422 million in discretionary assets and offers customized investment programs using multiple model portfolios and third-party managers, combining technical, trend-following, cyclical, and fundamental analysis.

Francois Giguere is a CFP® with 11 years of industry experience, currently serving as an advisor at A & I Wealth Management. His prior roles include positions at Geneos Wealth Management Inc and A & I Financial Services LLC. Outside of his advisory work, he acts as an independent contract agent for NHL players and represents various insurance carriers for fixed insurance business. A & I Wealth Management is a nine-advisor team managing over $460 million in assets for individual clients, retirement plans, trusts, and business entities. The firm offers customized investment programs using multiple model portfolios and third-party managers, with both discretionary and non-discretionary account options.

Marla Mason is a CFP® with 22 years of industry experience. She currently works at A & I Wealth Management, where she has been since 2023, and has prior experience with Presidential Brokerage Inc from 2003 to 2017. Mason also serves as a trustee for two ILIT trusts. A & I Wealth Management is a nine-advisor team managing approximately $422 million in discretionary assets and $41.6 million in non-discretionary assets. The firm serves individual clients, retirement plans, trusts, estates, and business entities, providing customized investment management and financial planning through multiple model portfolios and selective third-party managers.