Our Team

Get to know us.

Personable advisors that can’t wait to meet you


At LSL, we’re a family. We treat our clients like family, too!

Our team members develop lives that enrich their work. Get to know us, and take a peak at what our team has to offer.

Meet Our Partners


*This partner is retired but continues to work with us on a consulting basis.

How can we help?

Meet Our Managers


Our Offices


Our virtual footprint means we’re everywhere you are. But we have physical offices, too!

Brea, CA

203 N. Brea Blvd., Suite 203
Brea, CA 92821
Phone: (714) 672-0022

Laguna Hills, CA

24422 Avenida de la Carlota, Suite 275
Laguna Hills, CA 92653
Phone: (949) 829-8299

Sacramento, CA

2151 River Plaza Dr., Suite 150
Sacramento, CA 95833
Phone: (916) 503-9691

Santa Ana, CA

1611 E. Fourth Street, Suite 200
Santa Ana, CA 92701
Phone: (714) 569-1000

The Woodlands, TX

21 Waterway Avenue, Suite 30089
The Woodlands, TX 77380
Phone: (936) 828-4587

What Our Clients are Saying


Join our Team


We work in an environment where everyone’s voice is heard.