Maggie Lauer

Lisa Patterson is a financial advisor with Altitude Financial Planning in Big Bear Lake, CA. She holds Series 63 and Series 65 licenses and has 16 years of industry experience, all with Altitude Financial Planning since 2010. In addition to her advisory role, she is a Certified Public Accountant engaged in tax preparation, accounting consulting, and providing non-financial administrative services to small businesses. Altitude Financial Planning offers fee-only financial planning and investment advisory services primarily to individual clients, as well as trusts, estates, charitable organizations, and business entities. The firm emphasizes modern portfolio theory, strategic asset allocation, and passive, low-cost index funds with a long-term investment approach, tailoring recommendations to clients’ goals, risk tolerance, and tax considerations.

Sandra Senft is a financial advisor with Altitude Financial Planning in Big Bear Lake, CA, holding a Series 65 license and 16 years of industry experience. She has been with Altitude Financial Planning since 2010. In addition to financial advising, she is an Enrolled Agent and provides tax preparation and accounting consulting services through the firm. Altitude Financial Planning offers fee-only financial planning and investment advisory services primarily to individuals, as well as trusts, estates, charitable organizations, and business entities. The firm emphasizes modern portfolio theory, strategic asset allocation, and passive, low-cost index funds and ETFs with a long-term buy-and-hold approach, tailoring recommendations to clients’ goals, risk tolerance, and tax considerations.

Melissa Dehaan is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2013. Outside of her advisory role, she is involved in community activities including serving as treasurer on the Board of Directors for Big Bear High School PSA, chairing the BSA Troop 49 & Cub Scout Pack 49 committee, and participating on the BVUSD Lea Billing Oversight Committee. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, and specialized programs for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

Nichole Mayer is a CFP® professional with 11 years of industry experience, currently affiliated with Primerica Advisors. She has held roles at Guardian Life Insurance Company and Park Avenue Securities since 2014. Mayer also serves as Professional Development Co-Chair for the Society of Women Engineers. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies across various account types.

Christian Chasey is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial since 2019. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2019. Outside of his advisory role, he is involved in non-variable insurance activities in San Diego, CA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jamie Wolcott Peters is a financial advisor with Edward Jones in Big Bear Lake, CA, holding a Series 66 credential and 16 years of industry experience. Peters has been with Edward Jones since 2009. Outside of advisory work, Peters owns a boat charter business in Redondo Beach, CA. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of investment strategies, advisory programs, and affiliated financial services through a large network of advisors and branch offices nationwide.