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Neisy Arnez

Neisy Arnez

Director of Operation

As Director Of Operation, Neisy works very closely with our clients to achieve their financial goals. She guides our client’s through the planning process using our “Four Bucket Approach.” On a daily basis she handles all new accounts for Morningstar, Goalgami, and My$.

She began her investment career at PennMutual and HTK working as a Compliance Associate before joining the DWM team.

Neisy is a resident of Queens, NY. She received her Paraplanner Development Certification in April 2014 from the American College, and she holds a Bachelor's degree from Baruch Zicklin School of Business.