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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

Doug Lupton CFP®, ChFC®, RICP®, MBA

Partner and President

Mario H Martinez Jr

Partner and Wealth Management Advisor

Planning Team

Jace Darrow

Associate Wealth Management Advisor

Erica Mata

Associate Wealth Management Advisor

Josh Lane

Associate Wealth Management Advisor

Alonso Bibiano

Planning Assistant

Gabe Keller

Planning Assistant

Investment Analysis & Service Team

Jenny K Imel RICP®

Investment Operations Manager and Associate Wealth Management Advisor

Anthony Rivera

Investment Operations Coordinator

Scott Walker

Client Service Administrator

Insurance & General Service Team

Mykal Anne Barsness

Insurance Operations Specialist

Margarita V Martinez

Client Service Administrator

Savannah DeWitt

Client Service Administrator

Joseph Manzo

Client Service Administrator

Marketing and Administration

Kim Sakakeeny

Director of Operations

Elizabeth M Braun

Scheduler

Maelani Martinez

Office Assistant

Lucas Price

Marketing Assistant