Yvette Lozano

Yvette Lozano

Junior Financial Advisor

Yvette comes to us with extensive experience in business administration, accounting, team organization, and customer service. She has a proven track record in document control and records management.

Yvette is responsible for the maintenance of client accounts, preparing all necessary reports, and supporting Alexandra in portfolio operations and recommendations.  She was our former Client Success Manager and is now transitioning into her position as a Junior Financial Advisor.  She will be learning how to implement LEAP strategies from our holistic perspective and continue to assist in client support.

When Yvette isn't supporting our clients, she can be found reading a book or dabbling in some writing.  She enjoys leading a women's writing group and helping lead other spiritual groups, including A Course in Miracles.  Yvette is the proud mother of one son actively serving in the US Army.