Lee is Managing Principal and Co-Founder of Laurel Wealth Advisors, Inc. (“LWA”) and leads the development and execution of LWA’s core business strategies. Lee’s primary focus is to help financial advisors deliver the best possible experience to their clients and community.

Prior to founding LWA in 2011, Lee was Senior Vice President, Executive Director, and Complex Manager for UBS in La Jolla, California. At UBS, Lee was responsible for a turnaround that raised the profile of the firm significantly for both clients and advisors. As a result, his region achieved the highest performance rankings among UBS peers, while revenues more than tripled under Lee’s leadership. In his 25 years of senior-level management at UBS and Smith Barney, Lee is most proud of creating a collaborative culture that aligns advisors, support staff, and management to truly represent clients.

Lee is a graduate of California Polytechnic University, San Luis Obispo, and is a frequent guest speaker at Cal Poly Alumni Association events. A resident of La Jolla, Lee and his two children, Maleia and Marco, volunteer their weekends to help preserve our beaches and its activities, including oil spill clean-ups and working at surfing events for participants with disabilities. Lee enjoys surfing, biking, walking, and snowboarding, as well as coaching an Under-14 youth rugby team in his spare time.

Mark Welsh is Managing Principal, Co-Founder and Managing Director of Laurel Wealth Advisors. He is responsible for directing LWA’s administration and operations. Mark’s primary focus is optimizing LWA’s operations and technology and providing advisors with a robust platform for serving client needs, objectively and transparently.

Mark has over 30 years of operational experience in the financial services industry, locally, regionally, and nationally. He served as a branch manager for UBS Financial Services in San Diego and as a Divisional Administrative Manager for Shearson Lehman Brothers in Houston. Mark was also Director of Branch Administration and a Senior Vice President for Smith Barney Shearson in New York City, where he supervised the operations of the firm’s 365 national offices.

Mark lives in Fallbrook, California with his wife of over 30 years, Siobhan, and their two rescue dogs. They enjoy their time as respite caregivers for several San Diego County foster children who have won their hearts. Mark’s family has also been actively involved in supporting widows and orphans in Kenya through short-term mission and humanitarian trips with Heart for Africa and Seeds of Hope. He is an avid golfer and sports enthusiast, and enjoys playing the links and watching football as often as possible with his three adult sons, Matthew, Devin, and Michael.

Brian M. Lavoie joined Laurel Wealth as its Director of Operations on April 13, 2019. Brian possesses more than 20 years’ experience in the Financial Services industry. Prior to joining Laurel Wealth, he was the Chief Operations Officer and a Financial Advisor with Coastwise Capital Group, LLC in La Jolla, California. At Coastwise, he was responsible for the oversight and processing of daily operations, including compliance, policy and procedure implementation, reporting, accounting, portfolio management and trading, and industry and company analysis for the clients and the firm. He previously worked in Mutual Fund & Custody accounting at Investors Bank & Trust in Boston, MA, and Dublin, Ireland, at JP Morgan in Boston, MA in a mutual fund pricing and asset maintenance support capacity, and at DB HedgeWorks in Carlsbad, CA, in product development and product integration.

Brian is a graduate of Providence College, Providence, RI. He was born and raised in Boston, MA, and now resides in North Park, San Diego, with his wife, Laura, and two sons, Luke and Beckett. In his spare time, Brian enjoys golfing, photography, playing guitar, and cooking.

My name is Elizabeth (Liz) Cave and I am a San Diego native, married with three children. I began my career in the Financial Services industry in 1999 with Smith Barney La Jolla and worked my way up from Sales Associate to the Branch Manager’s Assistant. I continued my career with UBS in both their Rancho Bernardo and San Diego downtown offices. I joined Laurel Wealth Advisors in 2013. My current role is Compliance Management Officer.

Rich Austin specializes in working with business owners and Fortune 500 executives to build comprehensive strategies for their complex situations. By offering creative ideas for investment, estate and charitable gifting strategies, he helps high net worth clients build legacies and create family dynasties. Rich concentrates on working with advisors in the design and implementation of thoroughly researched tax reduction strategies.

Steve uses his passion and fascination with capital markets to create portfolios that support clients’ journeys across the wealth spectrum. Steve firmly believes that identifying the end objectives for clients, their needs, circumstances and what drives them, is the cornerstone of investing and portfolio construction. Each client has a story, and it is his duty as the financial steward to ensure that their portfolio is helping them pursue their personal vision of success.

Ray Lucas heads the Integrated Financial Solutions™ division of Integrated Partners, which provides case design and consultation. Ray is a former faculty member of the Boston University program for financial planning and a graduate of Bentley College with a degree in Accounting and is an experienced author and contributor to various industry publications.

As President of Advisory Services John oversees SEC and FINRA regulations, supervision of advisory representatives, IAR programs and maintaining the operations of the independent Registered Investment Advisory firm.

As Chief Legal Officer John provides regulatory affairs oversight, legal advice, and support of our advisors. On a daily basis John drafts contracts, manages litigations, assists with estate planning and serves as a general legal resource to the firm and its affiliated advisors.

With many years of industry experience, Mike is equipped to help our team navigate the technology landscape and ensure our technical needs are met by educating, guiding, and crafting solutions for our business needs.

With more than 20 years of industry experience, Becca serves as Chief Marketing Officer. Her mission is to empower our team by helping us clearly articulate our service offerings, educate our community, and piece together marketing strategies that showcase our value. Becca accomplishes this by creating and designing full-service marketing programs so our practice can thrive. Through her industry-leading InTouch Marketing Model, Becca educates and delights our clients every month.