Our Team

When I left the Navy, I was searching for a career that I could be an entrepreneur with the required element of serving others. A friend introduced me to Financial Planning, which combined my love of all things math with working with...

Susan Haines Lopez has a Bachelor of Arts in Mass Communications from Cal State Fullerton with an Emphasis in Advertising. She worked 18 years for corporations such as Disney, AT&T and Prudential in Marketing, Advertising and Sales.