Team
James O. Lunney is a Wharton Business School Certified Investment Management Advisor graduate with over 35 years of investment management experience, and affiliated with LPL Financial since 1996.
Mark Trevenna is a University of Montana / Montana School of Mines graduate with a Bachelor of Science degree in Business Finance. Mark is also a Certified Estate Planner (CEP) and brings over 25 years of investment management wisdom.
Lori Green brings over 30 years of extensive hands-on experience in the Financial Services Industry, working for The Wealth Strategies Group through LPL Financial since 1996.
Lisa Valdez joined The Wealth Strategies Group in 2000 after working in the banking/brokerage industry in Montana. She earned her Series 7 Brokerage Registration held through LPL Financial in 2002.
Elaine Lunney, MBA
Senior Research Assistant
Elaine Lunney brings 35 years of business wisdom to The Wealth Strategies Group, including 10 years in Corporate Accounting. Elaine’s Bachelor of Science degree is from Montana State University in Business Finance.