TEAM

MANAGEMENT


GARY HIRSCHFELD

Director of Operations and Special Projects

MIKE LEE

Managing Partner & COO

BLAINE LOURD

Founder & CEO

KEITH MCKENZIE

Managing Partner

JILL R. YOUNG

Executive Director of Operations

WEALTH & ADVISORY


SHAAN BAREN

Associate Wealth Manager

CHARLOTTE BERRY, CFP®

Senior Wealth Manager

Kenneth Chavis IV, CFP®

Senior Wealth Manager

HELEN CHU, CFA, CFP®

Director of Wealth Solutions

JENNY ENLOW, CFP®

Senior Wealth Manager

EVAN HUNTER, CFA®, CFP®

Senior Wealth Manager

GREG JANKOWSKI, CFP®

Senior Wealth Advisor

BLAINE LOURD

Founder & CEO

Clint McCalla, CFP®

Senior Wealth Manager

RICK J. NOTT, CFP®, CPWA®

Senior Wealth Advisor

MARGOTH ROMERO, CFP®

Wealth Manager

PETER J. WRIGHT

Executive Director, Senior Wealth Advisor

ACCOUNTS & PORTFOLIOS


Millicent Asuncion

Senior Client Service Associate

ELIZABETH BERRY

Client Service Associate

ALEX CHAN

Client Service Associate

EDEN CHANG, CFP®

Director of Client Services

Viviana Didakhe

Client Service Associate

DIAMOND FISCHER

Client Service Associate

ALEX HARRIS

Senior Client Service Associate

GORDON KAO

Director of Portfolio Operations

Drew Morwood

Client Service Associate

IAN RUEBEL

Portfolio Associate

ANNIE SHIEH

Senior Portfolio Associate

CORPORATE SERVICES


JENNIFER KANCSO

Executive Assistant

Diana Ketchum

Executive Assistant

LOS ANGELES

10900 Wilshire Blvd, Suite 500
Los Angeles, CA 90024
310.300.9898 
800.780.9858 
310.388.1329 

info@lourdmurray.com

BATON ROUGE

4658 Bluebonnet Blvd. Suite B
Baton Rouge, LA 70809
504.620.3585 
800.780.9858 
504.265.9392 

info@lourdmurray.com

SAN DIEGO

3611 Valley Centre Drive Suite 125
San Diego, CA 92130
858.222.8050 
858.222.8080 

info@lourdmurray.com

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