Curt Weil has been providing services to investors for over 37 years. He spent the first 23 years of his career at E.F. Hutton & Company, where he served as Regional Director of Financial Planning from 1986 through 1989. In addition to being a Certified Financial Planner® licensee, he is also Adjunct Professor of Personal Financial Planning for the University of California, Santa Cruz.

For over 19 years, Mr. Weil has been passionate about the topic of socially responsible and ethical investing. On a personal level, he has been involved in numerous community programs where he has held titles, ranging from President of Los Medicos Voladores (the Flying Doctors) to Advisory Board member of the Mid-Peninsula YWCA. Mr. Weil’s volunteer work includes working with charity groups, such as Habitat for Humanity and Christmas in April. He also works with the Jewish Community Federation and serves on the Palo Alto Airport Commission. Weil is a member of the following groups: Financial Planning Association, Social Investment Forum, Financial Planning Forum, Palo Alto Chamber of Commerce, National Center for Financial Education, Friends of the Earth, and The Nature Conservancy. He is also an Industry Affiliate Member of the National Association of Personal Financial Advisors.

Mr. Weil is available to serve as a successor trustee, executor or conservator and has frequently served as an expert witness. In addition, he has often been quoted in investment and professional journals, such as the January 26, 2007 edition of the Wall Street Journal; Business Week, Investment Advisor, Financial Planning and several local newspapers, including the San Jose Mercury News.

Tracy F. Lasecke is a partner with Lasecke Weil Wealth Advisory Group and has been with the company since 2000. Before joining the group, Mr. Lasecke worked as an agent for The Principal Financial Group, a registered investment representative and broker for The New England Company and as a trust officer for a regional bank. He has also been a retirement plan trustee and investment specialist and has extensive experience in the area of life, health, disability and long-term care insurance.

Mr. Lasecke serves on the Regional Financial Planning Committee, is a member of the Financial Planning Association and is President of the Silicon Valley Financial Planning Association for 2007. He works with a variety of charities, including Special Olympics and Catholic Charities. He lives with his wife in Campbell and frequently visits his daughter at the University of Arizona in Tucson. He also enjoys waterskiing, flying, and recently climbed to the top of Mt. Kilimanjaro in Tanzania.

Jeffrey F. Yoakum is a Certified Financial Planner and an Executive Vice President with the Lasecke Weil Wealth Advisory Group. Mr. Yoakum has fifteen years experience in the financial services industry and, prior to joining the group, was a financial advisor with Northern Trust and Mellon Financial. His role is to facilitate the development of clients’ financial values and goals. Mr. Yoakum is responsible for providing wealth planning strategies to individuals, families and non-profit organizations. He helps clients to specify what “financial success” means to them both during their lifetime and beyond.  He then develops a personalized financial plan that addresses multi-generational planning as well as day-to-day needs.  He enjoys helping his clients make financial and investment decisions that align with their values and achieve their goals.

Mr. Yoakum is Director of the Silicon Valley Planned Giving Council and the Incubator Project and is an active member, and former President, of the Financial Planning Forum.  Jeff is a member of the Board of Directors of the Community of Music and Arts in Mountain View.  Mr. Yoakum earned his Bachelor degree from San Francisco State University. He enjoys reading, playing soccer and running his golden retriever with his son, Oliver.

Heather Innes Sadique joined Lasecke Weil Wealth Advisory Group in February 2003 and brings over 10 years experience in the financial industry with expertise that ranges from mortgages to portfolio rebalancing. Innes Sadique is the group’s operations and customer service manager. She graduated from University of Phoenix in 2002 with a BS in Business Management.

Scott Yang, a Certified Financial Planner®, joined Lasecke Weil Wealth Advisory Group in 2004 and is the group’s Paraplanner, assisting in the areas of financial planning and investment management. He is a licensed CPA and has worked in the financial services industry in both an advisory and an operations capacity. He graduated from San Jose State University with a degree in Accounting.  When he is not in the office, Scott enjoys playing tennis and spending time with his wife and two young children, Tyler and Katelyn