Broker Check


Steven LeBaron

Investment Advisor Representative

951-695-9535 x103


Steve is a native Californian having grown up in Orange County, California. In 2001, he moved his family to Murrieta and his Financial Firm to Temecula, California where he currently maintains his office. He has been providing sound...

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Susie Britton

Sales Associate / Customer Service

951-695-9535 x101


Susie grew up in Orange County and graduated from San Diego State University. After graduation, Susie worked for Pacific Bell in management and then was employed by Qualcomm as a Senior Customer Service Manager until her retirement....

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Lori Stephen

Customer Service

951-695-9535 x102


Lori grew up in Southern California and holds a Master of Arts Degree in Psychology from Cal State Fullerton. Lori has also had her insurance license in the State of California. Lori has been working in the financial industry as an...

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