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Leroy Lopez, Senior Partner

“At any given moment you can learn. Isn’t that wonderful?”
Pablo Casals

Leroy Lopez has over 41 years of experience in the financial services business. He is the Senior Partner of Wealth & Wisdom Partners in San Diego. Mr. Lopez has been selected Financial Advisor of the Year by the San Diego Association of Insurance and Financial Advisors. He has qualified for the Million Dollar Round Table 29 consecutive years. Mr. Lopez is also an honor roll member of the Million Dollar Round Table and currently a member of the Million Dollar Round Table’s prestigious Top of the Table.

CA License # 0321674

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Leroy Lopez, Senior Partner

 

 

Traci Havey, Partner

Traci Havey has 12 years of experience in the insurance and financial services industry. She worked as a specialist in the disability insurance field for 10 years. In 2002, she was named Disability Specialist of the year, nationwide, with Guardian Life Insurance Company. In her experience managing brokerage agencies, she has gained the understanding and importance of customer service with a team approach. Traci has been a member of The National Association of Insurance and Financial Advisors since 1998. She is a LEAP practitioner, a member of Wealth & Wisdom Institute and Circle of Wealth Graduate. With her commitment to client satisfaction, Traci strives to educate her clients to achieve their maximum financial potential.

CA License # 0C14410

Traci Havey, Partner

*Note: Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC One Financial Way, Cincinnati, OH 45242 513-794-6794