Team

James O. Lunney, CFP®

Founder

303-933-7175

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 G. Trevenna

Investment Executive, Certified Estate Planner

303-933-2681

303-933-7175

MTrevenna@wealthstratgroup.com

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

Senior Administrative Assistant

303-933-2107

LGreen@wealthstratgroup.com

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

LPL Registered Trading Assistant

303-933-2107

303-933-7175

LValdez@wealthstratgroup.com

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.

Brittany Jarocki

Wealth Manager

303-933-6771

303-933-7175

BJarocki@wealthstratgroup.com

My name is Brittany Jarocki and I am proud to be the newest member of The Wealth Strategies Group as an LPL Registered Sales Assistant. My husband, Alex, and I recently moved to Colorado from Dallas, TX with our two dogs and one horse...

Office:	303-933-2107
Fax:	303-933-7175