About Wela

Why we're different

We give users the ability to gain a holistic view of their entire financial situation from one application; investments, cash, credit card debt, student loans, and real estate.

We offer you access to these smart tools and personal advice on investing and financial planning anytime, from anywhere - be it over the phone, via video, or in-person. Based in Atlanta, we're a team of real people bringing you our financial planning skills and knowledge.

Wela Careers

Our Mission

Simply put, we’re on a mission to change one life at a time. We created Benjamin to change people’s lives for the better

Our Culture

We’re just as passionate about building a great product as we are about building great people. That’s why we were named one of Atlanta Business Chronicle's best places to work.

Our Name

Wela is an old english word for wealth. Being wealthy to us means a life rich in experiences and amazing people. What’s it mean to you?

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Minutes building Wela

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Team members

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Wela team

Matt Reiner, CFA, CFP®
CEO, Co-Founder

Matt Reiner is CEO of Wela. As a founding partner and Portfolio...

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Matt Reiner is CEO of Wela. As a founding partner and Portfolio Manager, Matt also coordinates the Investment Committee and translates the decisions into trades and allocation adjustments within the Wela Models. Matt also serves as a Partner for Capital Investment Advisors (CIA). Matt uses his experience and education in Financial Services to craft the digital advisor experience to bring users the same level of personalization they would receive from a traditional financial advisor.
Mitch Reiner, CFP®, CIMA®
Co-Founder

Mitch Reiner is passionate about making financial management cool. Mitch drives the...

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Mitch Reiner is passionate about making financial management cool. Mitch drives the long-term investment strategy for Wela. He is a founding partner, sits on the Investment Committee (focus: closed-end funds) and actively advises clients. He is also an Investment Advisor and the Chief Operating Officer of Capital Investment Advisors. He is the 2016 recipient of the Terry College of Business (UGA) Outstanding Young Alumni award.
Eddie Goepp, CFP®
COO

Driven by the desire to help build a foundation of providing independent,...

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Driven by the desire to help build a foundation of providing independent, research-driven investment strategies and financial advice to advisors and individual clients alike, Eddie joined Wela as a Client Strategist in 2012. Backed by almost 10 years in the financial services industry, he’s been an invaluable resource to his clients and the Wela team. As COO, Eddie manages the day to day operations of the firm. This ranges from client service, advisor training, trading / rebalancing and carrying out the strategic initiatives of the Wela platform.
Hesom Parhizkar
CTO

Hesom is the Chief Technology Officer of Wela. As CTO, Hesom is...

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Hesom is the Chief Technology Officer of Wela. As CTO, Hesom is responsible for developing the company’s long-term technology vision, driving technology strategy, and overseeing the overall architecture and technology standards. He has over 16 years of experience in the definition, design, and development of enterprise software solutions including SaaS Agile development, software strategic planning, product development management, and corporate IT infrastructure and technology initiatives. His background consists of extensive full life cycle software development and implementation experience combined with executive leadership in the institutional investment, engineering, media, and finance sectors. Prior to joining Wela, Hesom most recently served as the Senior Vice President of Technology at eVestment in which he helped led the overall technology strategy, architecture, and goals for eVestment's global SaaS product offerings. In this role, he was responsible for aligning technology roadmaps with overall business goals, leading new product innovations, vendor management, and hardware and software implementations. Prior to that, he served as Software Development Manager as well as Scrum Master at eVestment in which he led the deployment of eVestment products with his expertise in agile development methodologies. Hesom holds a Bachelor of Science degree in Electrical Engineering from Georgia Institute of Technology and a Master of Science degree in Information Technology from Southern Polytechnic State University. He also serves on the Industry Advisory Board for the Information Technology Department Kennesaw State University and is a member of the Association of Information Technology Professionals (AITP). When he is not working, Hesom enjoys spending time with his family and is an avid NBA fan.
Wes Moss, CFP®
Co-Founder

Now a member of the board at Wela, Wes started his career...

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Now a member of the board at Wela, Wes started his career at Prudential Securities as a financial advisor before joining the Atlanta office of UBS Financial Services as Vice President Investments and becoming a Certified Financial Planner. Wes merged his wealth management practice with Capital Investment Advisors in 2009. Wes is the host of Money Matters on 95.5FM and AM 750 News Talk WSB in Atlanta. Author of three books, his latest, You Can Retire Sooner Than You Think, was released in 2014.
Justin Woods
Marketing Coordinator

With a degree in marketing from the University of Tennessee at Chattanooga...

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With a degree in marketing from the University of Tennessee at Chattanooga and experience within sales, Justin is a content manager that truly gets how to communicate with the Wela user. With an insatiable curiosity, Justin is always looking for new ways to add value to the Wela team. And as a native of the beautiful "it" city of Nashville, Justin brings his outside the box thinking directly to the user by way of creative and insightful post on Wela's social media channels and educational blog content.
    Marisa Harris-Phang
    Digital Content Producer

    Marisa Harris-Phang creates rich digital media for Wela, including production and editing...

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    Marisa Harris-Phang creates rich digital media for Wela, including production and editing for all video and podcasts. She graduated from Georgia State University with a Bachelor of Arts in Film and Video. Marisa loves music, and spends her free time at concerts in and around Atlanta.
      Walt Coury
      Financial Advisor

      Walt Coury is an investment advisor for Wela Investment Strategies. Before joining...

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      Walt Coury is an investment advisor for Wela Investment Strategies. Before joining Wela, Walt worked on a very successful team at one of the largest brokerage houses in the world. Walt’s background focuses on developing financial plans for business owners, and growing families that solve for taxes, estate planning, and investment management. Walt received his bachelor’s degree from Washington & Jefferson College outside of Pittsburgh, Pa. Walt has a passion for going out of his way to help others. In his spare time, you will find him outside when the weather is great, running or biking.
        Aura Jimenez
        Administrative assistant

        Aura is the administrative assistant at Wela. She oversees day to day...

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        Aura is the administrative assistant at Wela. She oversees day to day operations and helps support the team with different tasks that may arise. Aura went to Kennesaw State University where she graduated with a Bachelors Degree in International Affairs. She was born in Bogotá, Colombia and was raised in Suwanee, Georgia. She loves to travel both domestically and abroad. When she’s not traveling she enjoys cheering on The Georgia Bulldogs.