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.

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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

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

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 

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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

Our Board of Stress Management

Our pets help us focus on what's important in life - love, loyalty, & treats!