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Team

 

Louis F. Batmale, AIF®
Accredited Investment Fiduciary®

LPL Financial Advisor, Principal and Owner

415.256.8970

louis.batmale@lpl.com

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,...

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Donna A. Zermeño, FPQP™

Financial Paraplanner Qualified Professional™, Chief Operations Officer, Notary Public

(415)256-8970

(415) 256-8966

donna.zermeno@lpl.com

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...

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Lauren A. Patterson, CFP®, AIF®

LPL Financial Advisor

415.892.7766

415.898.6072

lauren.a.patterson@lpl.com

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...

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