Team
Louis F. Batmale, AIF®
Accredited Investment Fiduciary®
LPL Financial Advisor, Principal and Owner
Since 2000, Louis has built a practice on providing financial advice, education, and services that confidently match his clients with customized financial strategies. Louis serves as a client advocate providing strategies Since 2000,...
Donna A. Zermeño, FPQP™
Financial Paraplanner Qualified Professional™, Chief Operations Officer, Notary Public
(415) 256-8966
Donna A. Zermeño, joins the office of Louis F. Batmale as the Operations Manager with over 35 years of experience in the financial services industry. After 18 years in mortgage banking as a Funding Manager, Donna made the...
Lauren A. Patterson, CFP®, AIF®
LPL Financial Advisor
415.898.6072
Lauren joined Alders Financial Solutions in January of 2018. She has ten years’ experience in the securities industry. Lauren has attained the Series 7 and 66 security registrations She is currently an LPL Registered...