Team
James O. Lunney is a Wharton Business School 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.
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.
My name is Brad Cooke and I joined The Wealth Strategies Group in 2024 as a Wealth Manager. My early career didn't begin in finance, but in 2008 after the great financial crisis, I saw how devastating a market downturn and lack of a...
Brittany joined The Wealth Strategies Group in 2017 as a Wealth Manager. She began her investment career after graduating from Loyola Marymount University in Los Angeles, CA where she earned a Bachelor of Science in Business...
