The L2 Wealth Management Team™

The L2 Wealth Management™ firm is proud of our team. Collectively, we have over 100 years of experience with diverse expertise. We are well-positioned to help our clients develop custom-tailored strategies and continue to provide expert service as those custom strategies are executed to help our clients reach their goals.

 

Your Advisors

Mark W Lupton , CPA, CLU®, CASL®, AEP®, CFP®

Partner and CEO

Office 509-459-9121


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Doug Lupton , CFP®, ChFC®, RICP®, MBA

Partner and President

Office 509-459-9121


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Mario H Martinez Jr

Partner and Financial Advisor

Office 509-783-1481


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Hugh Douglas Severs

Associate Wealth Management Advisor

Office 509-459-9121


Mobile 509-868-5953


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Planning Team

Jace Dalton Darrow

Planning Associate

Office 509-459-9121


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Erica Mata

Planning Associate

Office 509-783-1481


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Josh Lane

Planning Assistant

Office 509-838-5246


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Investment Analysis & Service Team

Jenny K Imel , RICP®

Investment Operations Manager and Associate Wealth Management Advisor

Office 509-459-9121


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Olivia Grace Price , CFA®, AWMA®

Portfolio Manager

Office 509-459-9121


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Anthony Rivera

Investment Operations Coordinator

Office 509-783-1481


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McKinzie Knuth

Client Service Administrator

Office 509-459-9121


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Insurance & General Service Team

Meagan Weathers

Operations Manager

Office 509-838-5246


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Margarita V Martinez

Client Service Administrator

Office 509-783-1481


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Mykal Anne Keyes

Client Service Administrator

Office 509-459-9121


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Katherine M Mears

Client Service Administrator

Office 509-459-9121


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Marketing and Administration

Becky Monday

Office Manager

Office 509-838-5246


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Brianna McMackin

Marketing Assistant

Office 509-459-9121


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