Our Team

Jason Boudreau, CFP, CLU

Principal

604-685-5355
jason@velawealth.com

A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.
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Christopher Cox, President
877.543.5970 ext. 102

Why did Christopher feel the need to start his own company? 

Christopher has worked in various aspects of finance since he was a teenager.  Taking on more responsibilities while working for a large American bank, he was consistently promoted up the ladder and began assisting individuals and families manage their wealth.  After 20 years of experience, he is now the president of Atlas Indicators Investment Advisors, Inc. a company he helped found in 2009.    

Why did Christopher feel the need to start his own company?  The events leading up to America’s Great Recession had a profound impact on him.  Watching the failure of Old Wall Street’s tired approach to portfolio management at the very moment investors needed it the most, proved to be a cathartic moment.  He knew there was a better way.  It became apparent to him that a different, more flexible method to portfolio management was desired.  

Ditching the typical Wall Street approach, Christopher helped found Atlas Indicators Investment Advisors, Inc.  He designed a proprietary approach to portfolio construction.  As the economy and financial markets evolve, Atlas’ New Methods for New Markets focuses on risk management while actively seeking opportunities for gain.

Christopher has a passion for educating the public about financial markets and economics, in his blog and emails, Christopher explains the importance of changes in the various indicators Atlas employs to guide an individual’s portfolio.  This interaction between Atlas and the client is produced every working weekday.  Additionally, group meetings are held throughout the year to facilitate discussions covering more general topics and themes.  Of course, Christopher is always available for personal one on one meetings by appointment.  


When he is not poring over market and economic data, he enjoys spending time with Tamra, his wife of nearly 11 years, and his golden retriever Cali.  He is an active member of the Wilshire Rotary Club of Los Angeles and cherishes being committed to service above self.  
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Jim Nowak, CFP®, AAMS

President & Wealth Advisor

Jim, who has been servicing clients in the financial industry since 1999,  founded Nowak Wealth Management on the idea that preparing for financial independence should be simple and achievable.  Armed with a resume saturated with accolades and titles and a former life that included Ironman triathlons, Jim is no stranger to discipline and hard work.  He is a Certified Financial Planner with over 14 years in the financial services industry and a graduate of Boston University's Program for Financial Planning.  Jim also holds his Series 7, 24, 63 and 65 Securities Registrations with LPL Financial and holds his Accredited Investment Fiduciary Designation, as well as his Accredited Asset Management Specialist Designation which he received from the College of Financial Planning.

A native New Yorker - born and raised in Long Island - Jim began his career in investments and financial accounting, both of which placed him among the hustle and bustle of Wall Street.  Following a move to the Tar Heel state, Jim decided to lean on his experience in the financial field and his former training days to set a plan into action.  That plan became Nowak Wealth Management Group.  Jim's practice specializes in working with retirees and those close to retiring, females and small business owners, and its success rests heavy on his ability - and that of his team - to remain motivated and goal-oriented for each client. 

Jim currently resides in Raleigh with his wife, Krystal and three children, Colgan, Hadley and Harper.  He has worked with several community organizations - Wake Enterprises, North Raleigh Lion's Club and AE Finley YMCA - and he remains active swimming, golfing, cycling and playing chess.

René Nourse, CFP

Managing Director

René Nourse has over 28 years of experience and expertise in the world of Financial and Wealth Management. Boasting an impressive resume as she began her career as a Financial Advisor with Dean Witter Reynolds, which was later acquired by Morgan Stanley, she quickly moved up the ranks achieving the title of Vice President-Wealth Management and obtaining her Certified Financial Planning designation.

Born from her passion for helping others achieve financial freedom, Rene formed Urban Wealth Management in 2012 to provide financial planning and wealth management services to busy professionals and entrepreneurs all across the country. Having a unique perspective on women and their money, the majority of her clients are female, and a significant segment of her practice is focused on addressing the unique and complex financial needs that women face, such as ensuring financial independence after a divorce, longevity planning, or converting their wealth into a lifestyle of their design.  

Rene has a unique talent for presenting complex financial planning and investment matters in simplistic terms and is a frequent guest speaker on the subjects of Women and Money and Financial Literacy for Youth. In 2012 and 2014, she was recognized as a Five Star Wealth Manager and highlighted in Los Angeles Magazine. For more information on the Five Star Wealth Manager program and the research/selection methodology, please Click Here.  She has been a guest contributor for CNBC’s Closing Bell Report since 2013 and in 2014 added CNBC Asia’s The Rundown to her list of engagements.

Career activities aside, Rene is an active member of a number of community and non-profit organizations, such as the Los Angeles chapters of the Financial Planning Association, Step Up Women’s Network, the National Association of Women Business Owners and the South Bay Estate Planning Council. She is also an Advisory Board member for City Scholars Foundation, an organization that provides leadership development training for Executive Directors of community based after–school programs across Los Angeles County.

 
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Theresa Donohue

Marketing Director

678-664-9745

As a business owner, Theresa is intimately familiar with the needs and financial concerns that E2E Financial clients face.  She knows the stresses and joys of owning a business and how fragile financial security can be, so she is ready to help you organize with Andres so you can pursue your financial independence.

When not in the office, Theresa is busy as an illustrator and portrait artist, specializing in colored pencil and airbrush, although she also creates in graphite, pastel, and the occasional digital painting in Photoshop.

April Charles

Senior Registered Associate

Hailing from Long Beach, California, April Charles has been an invaluable member of Urban Wealth Management since it's inception. Even though UWM was founded in 2012, April has been a part of the team since 1999! An administrative and operational expert, April began working in the securities industry in 1998 for Prudential Securities, where she met UWM founder René Nourse. The two have been working together ever since as they moved to Morgan Stanley Smith Barney, and subsequently, UWM in 2012.

As a UWM's Senior Registered Associate, April is the primary point of contact for client servicing matters, and oversees, executes and manages all administrative, communication and operational matters. In addition, she also is Series 66 registered, which affords her the status of being a Registered Associate. 

When April is not at work, she enjoys spending time with her husband and daughter.

Krystal Nowak

Marketing Specialist

As Marketing Coordinator, Krystal understands the significance in providing Nowak Wealth’s clients with information that is both relevant and important to them, and she recognizes the benefit in creating an atmosphere where clients can thrive and achieve their financial goals.  In her role, Krystal delivers client messaging through such activities as educational workshops and client appreciation events.

Krystal's background, although not linked to the financial services industry, well equipped her for the responsibilities of Marketing Coordinator.  A North Carolina State University graduate in Chemistry, Krystal brings with her over six years of experience in the medical field that left her solution minded and attentive to details.  Choosing the right "bedside manner" - whether for a patient or a retiree - requires trustworthiness and guidance and Krystal's resume provides her with the right amount of both.

Krystal is the wife of Jim, founder of Nowak Wealth, and is fortunate to spend quality time at home with their children, Colgan, Hadley and Harper. She is an active member of the Junior League of Raleigh, a membership she has retained since 2006, and enjoys running, music and focusing on her passion that is living a healthy lifestyle.

Christen Berman

Virtual Team

Christen Berman has been an advisor with Fraser Financial Group since March 2009. The mission of her practice is to help individuals and business owners become financially secure for life without taking unnecessary risks. Bringing true meaning to the notion of collaboration, she works with Rene’ to assist in managing a variety of areas that produce financial stress. This often involves determining how much is needed to retire and then using innovative ideas and insurance strategies to build a “Financial Fortress” to secure a rock solid retirement income plan.

Christen is also a firm believer in the importance of planning for extended life spans.  Therefore, she is careful to address such critical issues as maximizing sources of guaranteed lifetime income, tax savings strategies, and savvy long term care planning.   She is currently an affiliate member of The Consumer Attorney Association of Los Angeles and services this membership of 3,500 attorneys.  Additionally, she is an active member of Accounting & Financial Women’s Alliance (AFWA), and The Divorce Transition Professionals practice group.  As a single mom raising her three children, Christen has a personal passion for assisting others with creating a “bullet-proof” financial plan that secures their needs for lifelong financial security as well as legacy planning.  Prior to embarking on a career in Financial Services, Christen was a Registered Dietitian and Health Educator for twelve years. Her transition from “Physical Fitness” to “Fiscal Fitness” has been a natural one and has strengthened her resolve to help her clients plan for a long and healthy life…. free of financial stress and uncertainty.