Bruce M. Wiener
Since founding Wiener Financial Management in 1995, Bruce has provided personalized financial advice to dozens of families, individuals, and small business owners. He loves empowering people to discover new and creative solutions to enhance their financial situation. He treasures the meaningful and enduring relationships he has with his clients and their families.
Bruce earned his undergraduate and law degrees from the University of Michigan. Before becoming a financial advisor, he practiced law for 14 years in Washington, D.C. Bruce has taken on leadership roles in a variety of community organizations. Away from work, Bruce loves spending time with his family, traveling, and reading. He also plays golf (adequately) and basketball (slowly).
Lori A. Deckelbaum
Since 2008, Lori has used her strong business background to ensure that clients receive excellent service. She focuses on implementing solutions for clients as well providing administrative support and maintaining regulatory compliance. Lori received a B.S. degree from Cornell University and an M.B.A. from the Wharton School of the University of Pennsylvania. She previously was a vice president of a hotel management company and the Executive Director of a non-profit organization. Lori enjoys spending time at the beach with family and friends and watching her favorite sports teams, including her husband playing soccer. She is also active with a number of community non-profits.
Jessica, via her business Consider it Done, helped create many of the systems that allow us to operate in an efficient, client-directed manner. Jessica received a MS degree in Communication Arts from Texas A&M University, Commerce. Before establishing her business, she worked as VP of business development for a document conversion company. Jessica and her family enjoy camping and hiking the trails of Texas and beyond.
Jamie possesses a flair for organization and attention to detail along with a strong work ethic. Before joining Consider it Done, she worked in administration for a local insurance agent. She enjoys spending time with her family, keeping up with her three children, and is active in her church.