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Our Associates

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Greg Peters

Founder & CEO

(925) 284-7950

greg@lsqfa.com

For over 25 years, we have been a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. Greg Peters,...

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Ronald Johnson, CFA

Director of Research and Analysis

(925) 284-7950

ron@lsqfa.com

Ronald Johnson is affiliated with Cetera Advisor Networks LLC but is not a registered representative.
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Marlene Kinley

Director of Wealth Management Operations

(925) 284-7950

(925) 284-5072

marlene@lsqfa.com

Jacquelyn Cross

Director of 401(k) Plan Services

(925) 284-7950

(925) 284-5072

Kristen Peters

Director of Risk Management and Insurance

(925) 284-7950

(925) 284-5072

kristen@lsqfa.com