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Team

 

Louis F. Batmale, AIF®
Accredited Investment Fiduciary®

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 successfully 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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George A. Craig

LPL Financial Advisor

415.892.7766

415.898.6072

g.craig@lpl.com

George Craig joins the office of Louis F. Batmale as LPL Financial Advisor with over 21 years of experience in the financial services industry and over 15 years of Branch Manager experience. George opened the first and only Marin...

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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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John D. Clifford, CFP®

Investment Assistant

415-892-7766

415-898-6072

john.clifford@lpl.com

John Clifford joins our team with an extensive background in the financial services industry spanning over 20 years.  He served for over 10 years as the Head Trader for an event-driven long-short hedge fund, Catalyst Investment...

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Debbie Sciutti

Customer Service Representative

415.892.7766

415.898.6072

debbie@aldersfinancial.com

Debbie Sciutti has over twenty years of financial knowledge and experience. Debbie worked as a manager and a Senior Relationship Banker for Home Fed Bank, Bay View Bank, Wells Fargo Bank, Citibank and Opus Bank. She has developed many...

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Heidi M. Ingram

Administrative Assistant

415-892-7766

415-898-6072

Heidi.ingram@lpl.com

Heidi Ingram joined Alders Financial Solutions in December 2021, as an Administrative Assistant.  Heidi is an accomplished administrative professional with diverse office experience in the financial, health, travel, and sales...

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