Mamie Wheaton

Director of Financial Planning at LearnLux

Mamie Wheaton is the Director of Financial Planning at LearnLux. Mamie has over ten years of experience in the financial industry, with a focus on wealth management and financial planning.

Mamie began their career as a Senior Wealth Management Consultant at The Vanguard Group. Mamie then moved to LearnVest, where they served as Manager of Advice Excellence and Brand Voice. In their current role at LearnLux, Mamie is responsible for leading the financial planning team and providing comprehensive financial planning services to clients.

Mamie is a Certified Financial Planner and holds insurance licenses in Arizona, California, Nevada, and Virginia. Mamie is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.

Nick Perrella - Lead Financial Planner, Sabrina Maria LaFleur - Lead CFP report to Mamie Wheaton. They work with Debbie Kenny - Director of Customer Success, Erica Kangas - Director of Engineering, and Brin Chartier - Director of Marketing. Mamie Wheaton reports to Rebecca Liebman, Co-Founder & CEO.

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Timeline

  • Director of Financial Planning

    Current role

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