Meet the professionals who can help you pursue your goals
We help individuals and families pursue their ideal retirements.
Meet the Team
The team behind Cruz Investments & Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Rey Cruz Founder
As the owner of Cruz Investments & Wealth Management, founded in 1985, Rey Cruz is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income.
As the creator of the “Cruzing Into Retirement™” System, Rey has been helping individuals and families prepare for and enjoy their ideal retirement since 1985. He believes clients need a professional who will be their financial partner — one who will provide written recommendations to reach their desired retirement and financial goals and who has a team in place for communication and execution. Clients will find that at Cruz Investments & Wealth Management.
Rey is also a Certified Financial Planner (CFP®) professional and has a bachelor’s degree from Aurora University. He has passed the Series 6, 7, 24 and 63 securities exams and holds life, health, long-term care and annuity insurance licenses in Illinois, Missouri, Wisconsin, Arizona and North Carolina.
Rey has been an active leader in the Aurora community for many years. He has served on the Fox Valley Park District Board, Greater Aurora Chamber of Commerce Board, the Aurora Hispanic Chamber of Commerce Board, the Provena Mercy Foundation Board and the Aurora University Alumni Board. He currently serves as a board member for the Aurora Housing Authority.
In his free time, Rey enjoys music, golf, computers, the Indy 500, coaching baseball and playing cards. He and his wife, Monica, have been married since 1991 and have two children, Christian and Carissa.
Leslie Heatherly
Director of New Business Development & Client Relations
Christian Cruz
Advisor
Lynn Nelson
Director of First Impressions
Kylie Fye
Marketing Assistant
Daniel DeBoer
Director of Operations
Strategic Relationships
As part of our commitment to offering comprehensive financial services, we have engaged with AE Wealth Management, an SEC Registered Investment Advisory (RIA) firm based in Topeka, Kansas. Founded in 2016, AE Wealth Management supports independent financial advisors like us with a dedicated team of more than 140 professionals specializing in operations, compliance, investment management and coaching. AE Wealth Management manages over $50 billion in assets under management (AUM) as of May 2026.
AE Wealth Management serves as a turnkey asset management platform, providing resources and support for delivering investment advisory services. By collaborating with AE Wealth, we are able to access a diverse range of products and services from industry professionals designed to help address the complexities of today’s financial landscape. This relationship enhances the strategies and guidance we can offer as we work together toward your financial goals.
Click to learn more about AE Wealth Management and how they help us support our clients.
AE Wealth Management, LLC (AEWM) is an SEC Registered Investment Adviser (RIA) located in Topeka, Kansas. Registration does not denote any level of skill or qualification. Cruz Investments & Wealth Management is not an affiliate company of AE Wealth Management, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
This information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy a security or insurance product.
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