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.
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.
Direct Text: 619.303.7838
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.
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!
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.