Lonnie is a seasoned financial professional with nearly two decades of experience in the financial services industry.

During this time, he has been privileged with the opportunity to help an array of individuals achieve financial freedom and success — including executives, business owners, medical professionals, lawyers, and professional athletes across the country. His primary focus is targeted on solving the needs of ultra-affluent and affluent clients with their financial needs.

Lonnie lives in Irvine, CA and is focused on continuing to impact the lives of his team and clients, while growing his practice nationwide.

He is life, accident and health licensed.

CA Insurance License #0I21691, domiciled in CA.

 

 

 

CRN202801-7998808