PRAETORIAN WEALTH MANAGEMENT - Key Persons
Ms. Zepeda joined Praetorian Guard in June 2020 and brings a broad background to our team. Angela handles the myriad of tasks to keep Praetorian Guard and its clients on track. Angela has lead responsibility for all tracking of client critical dates as it pertains to financial planning, Medicare, Social Security and a host of others.
During her free time she enjoys spending time with her family.
Board of Advisors: Our Advisory Board provides us with unfiltered feedback and suggestions regarding new services that may be of value to our clients. We value their input and appreciate their willingness to share how we may improve our client experience in any way.
Job Titles:
- Associate Financial Planner
- CFP® Associate Financial Planner
Mr. Nelson joined Praetorian Guard in September 2020 as an Analyst. Prior to joining the firm, he worked for two years as a Financial Analyst in the construction and healthcare industries. Mr. Nelson earned a Bachelor of Arts degree in Business Administration (concentration in Finance), from Dominican University of California. Subsequently, he obtained a Master of Science degree in Management and Finance from the Durham University Business School in England, where he graduated with the UK's highest academic honors of Distinction. Mr. Nelson was a collegiate golfer who earned two-time Academic All-American (2016-2017) and three-time Scholar Athlete of the Year (2015-2017) honors at Dominican (a NCAA Division II program). Mr. Nelson is a Certified Financial Planner (CFP®) and resides in Monterey, California.
Mr. Sendell joined Praetorian Guard as an Analyst in January 2024, shortly after graduating from the University of California, Los Angeles with a Bachelor of Arts degree in Economics. During college Mr. Sendell worked for several years as an equities analyst for an Oakland-based firm, where he developed a passion for investing and the financial industry. Mr. Sendell holds a Series 65 license and is enrolled in the Certified Financial Planner education program. Mr. Sendell volunteers as an assistant basketball coach for Pacific Grove High School in his spare time and resides in Pacific Grove, California.
Job Titles:
- Managing Director, Business Operations
Job Titles:
- CFP® Senior Wealth Manager
- Senior Wealth Manager
Mr. Clark joined Praetorian Guard in May 2010 as the Director, Mid-Atlantic Region and was promoted to Director, Eastern United States in August 2013. In November 2024, Joe was promoted to Senior Wealth Manager. Prior to joining the firm, Joe held a variety of positions of increasing responsibility during a twenty-year career in the United States Army. Duty assignments included positions as a field artillery officer, comptroller, and Assistant Professor at the United States Military Academy (West Point) teaching economics, accounting, corporate finance, and personal finance. Mr. Clark has a Bachelor's of Science in management from the United States Military Academy (1991) and a MBA in finance from the University of Southern California's Marshall School of Business (2001). Joe has been a Certified Financial Planner (CFP®) since 2004. He resides in Leesburg, Virginia with his wife and two children.
Job Titles:
- Client Support Specialist
Ms. NeSmith joined Praetorian Guard in July 2022 and brings over twenty years of financial services expertise to our team. Karen has lead responsibility for all interactions between our clients and Pershing Advisor Solutions. In that role she handles account opening paperwork, transfers and establishing related account instructions.
During her free time she enjoys spending time with her daughter and family and loves time outside.
Job Titles:
- CFP® Senior Wealth Manager
- Senior Wealth Manager
Mr. Wehmeyer joined Praetorian Guard in August 2013 as the Director, Mid-Atlantic Region. In November 2024 Marc was promoted to Senior Wealth Manager. Prior to joining the firm, Marc held a variety of positions of increasing responsibility during a twenty-year career in the United States Army as both an aviation officer and strategist to include overseas duty in Europe, Asia, Iraq and Afghanistan. Mr. Wehmeyer has a Bachelor of Science from the United States Military Academy (1993) where he majored in mathematical economics and a Masters in Public Affairs from the Princeton School of Public and International Affairs at Princeton University. Marc has been a Certified Financial Planner (CFP®) since 2015. He has two children and lives with his wife in Arlington, Virginia.
Job Titles:
- President
- CFP®, President
Mr. Hewitt formed Praetorian Guard along with Jerry Ledzinski, II after a twenty year active duty career in the United States Army. Dick served on the faculty at West Point two separate times teaching economics and personal finance, culminating as the Director of Economics from 2001 to his retirement in 2004. Mr. Hewitt has a Bachelors of Science degree in economics from West Point, an MBA in finance and statistics from the University of Chicago and a Masters of Science degree in Financial Planning from the College for Financial Planning. Dick has been a Certified Financial Planner (CFP®) since 1996 and co-authored The Armed Forces Guide to Personal Financial Planning, 5th edition in 2002. Additionally, he is a member of Ed Slott's Elite IRA Advisor Group, the highest level of IRA and retirement distribution planning available in the country. Dick has three children and lives with his wife in Carmel-By-The-Sea.