Our Team
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Logan Cox | Managing Partner
Logan brings over a decade in financial services to his role as Managing Partner at Arno Wealth, LLC working for companies like The Knights of Columbus, Guardian, and Park Avenue Securities. Logan is a voracious researcher and is an expert in equities trading, investment-grade art, life insurance, and alternative investments. He believes, “that with the wide array of products and personally tailored portfolios available at Arno Wealth, LLC that we can find a solution to any investment quandary…
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Vince Nelson | Managing Partner
Vince grew up in the Highland Park area of Dallas, Texas. With a family mix of half artists and half bankers, Vince had the benefit of enjoying both worlds. At UNT, he majored in Vocal Performance and used that degree in the performing arts. Vince also found his passion for leadership and business and working in banking. Eventually he found his ultimate passion was helping people plan for their future…
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William Borleis | Director of Risk Management and Wealth Advisor
Bill entered the financial services industry in 1991 after graduating from the University of Wisconsin Whitewater. He spent the early part of his career training under industry leaders. He built an expertise in the pension and life insurance areas as he worked with business owners. He has taught LUTC classes (Life Underwriting Training Council) and served on the Milwaukee Association of Life Underwriter’s Board. Bill loves to help clients take advantage of opportunities that they have not been made aware of and is able to connect them to top experts from his relationships over the years.
Bill, his wife and son live in a suburb of Nashville Tennessee. He enjoys outdoor activities, working out, reading, playing guitar and traveling with his family.
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Bethany Williams | Senior Vice President - Strategic Growth
Bethany Williams is a dedicated M&A business developer with over 20 years’ experience leading business growth efforts for organizations. She has served in key leadership roles for some of the nation’s leading companies; PWC, Perot Systems and General Electric. She holds a real estate license for commercial real estate in Texas at OGH Real Estate Brokerage.
Williams graduated from National University in San Diego, California, with a BBA in healthcare administration. She serves on the Board of Directors for Blueprint Networx, and was named one of the top 25 Women to Watch by the Dallas Business Journal in 2010. Named of the Top 100 Branding Experts to Follow on Twitter several years running, she speaks at conferences around the world on business growth and brand development.
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Sonia Aguirre | Director of Operations
Sonia Aguirre has over 20 years of experience as an executive assistant, coupled with her expertise in proposal management and financial insight, she brings a versatile skill set to Arno Wealth as our Director of Operations.
Throughout her career, she has had the privilege of supporting executives and senior leaders in various industries. Sonia thrives in fast-paced environments, where she excels at juggling multiple priorities, organizing complex schedules, and ensuring seamless operations. Her attention to detail and ability to anticipate needs have consistently enabled her to provide exceptional support to executives, helping them focus on strategic decision-making.
Sonia is excited you are considering the Arno Wealth, LLC family and will make you feel right at home!
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James Sarandis | Director of Financial Analysis
James Sarandis is the Director of Financial Analysis at Arno Wealth, LLC. He helps the team by crafting detailed financial plans for our clients and consults on client’s portfolio allocation.
Prior to joining the Arno Wealth, James spent over 3 years at another financial planning firm where he obtained his Series 7, Series 66, and State Insurance License. James hold a BSBA in Finance from Oklahoma State University. Outside of work, he enjoys playing ice hockey and spending time in the great outdoors fishing.
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Edith Ortega | Client Management Coordinator
Edith Ortega grew up in a small town located in the Rio Grande Valley (Deep south Texas). In 2015, Edith and her family took a leap of faith and moved to the DFW area. It has been one the best decisions yet! Graduating from Texas A&M University-Kingsville with her Master’s in Education opened a lot of avenues for her. This path is one of them!
Edith joined the Arno Wealth, LLC family in April 2023 as the Client Management Coordinator. She is passionate about helping in all areas of client service to ensure your business needs are met. She takes pride in being able to identify and solve problems in a timely manner.
When she’s not working, Edith can be found on local bike trails with her husband and two kids.
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Bennett Coleman | Client Services Representative
Bennett Coleman is a results driven client service representative focused on building and nurturing robust client relationships. With a background in the corporate world at a luxurious car company in Dallas, Bennett creates high value for customer experience and excellence in all areas of work.
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Elisabeth Beierle | Art Advisor
Elisabeth serves as the Art Advisor to Arno Wealth Management.