Meet The LS Investment Management℠ Team
Our experienced team of caring and approachable experts are committed to guiding you along the way to help you reach your dreams.
Laurie Lipman
Financial Advisor
Travel is Laurie’s passion. She understands that life is more joyful when you're doing something you love. She manages your investments with the goal of achieving a reasonable rate of return based your individual objectives. She implements a variety of strategies, while focusing on downside protection.
Office: 619.303.0080
Direct Text: 619.303.7838
Beth Westburg
Financial Advisor
Beth thinks out of the box! Whether it’s selling a peek at a cow tongue (see full bio) or creating your custom financial plan, she'll find a way to make dreams acheivable. As the financial planning expert, she uses our proprietary process, The Interlocking FORMula℠, to identify your current goals and re-evaluate and update your plan as your life unfolds and your goals evolve.
Office: 619.303.0080
Direct Text: 619.303.7838
Dave Baldwin
Financial Advisor, Author, and Certified Financial Planner
Disney! If you have a question about Disneyland just ask Dave. He takes his family quite often when he's not writing a book, coaching soccer, working with his local Chamber of Commerce, or leading a bible study. He is at his best when he is fully involved with his passion and it shows when he is with his clients. He wants to know where all of the pieces of the financial puzzle are so he can guide clients toward their goals.
Office: 760.231.1103
Office Text: 760.231.1103
Nicole Sargent
Financial Planning Services Manager
Nicole knows everything that's going on around town. If you need to know where to eat, see a show, or visit something in San Diego ask Nicole! When she's not out exploring new adventures she is using that drive to help clients understand their financial situation and put all the pieces of their personal puzzle together.
Office: 619.303.0080
Direct Text: 619.303.8027
Carole MacDonald
Manager of Client Experience
Carole knows how to throw a party!! Whether its wine tasting with her friends or hiking the Pacific Crest Trail, she brings her sense of adventure and strong organizational skills to every event. And, she makes it fun! Carole ensures everything related to our client experiences are taken care of, from conception to day-of logistics.
Office: 619.303.0080
Office Text: 619.303.0080
Jen Zertuche
Manager of Everything Operational
Jen enjoys a good challenge both in our office and at home! You can often find her playing a computer or board game with her family. She provides high-level customer service and keeps the office running smoothly while creating a warm, caring, and down to earth environment. Need something? Call Jen!
Office: 619.303.0080
Direct Text: 619.303.6760
Our Board of Stress Management
Our pets help us focus on what's important in life - love, loyalty, & treats!
