Los Angeles, CA
400 N Mountain Ave Ste 202
Upland, CA 91786
Southport Capital offers two different workshops, Maximizing Social Security and Your Dream Retirement. Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!
Maximizing Social Security
Learn how the new tax law changes can affect you and your benefits!
March 24th or 26th
Palm Desert, CA
Will and Living Trusts
Oxnard, CA 93030
More Coming Soon! Mission Viejo, CA
Your Dream Retirement
Los Angeles, CA
Lynne joined Southport Capital in May of 2014. Lynne brings 22 years of experience in the Financial Services industry to the team. She was born and raised in State College, Pennsylvania and attended Penn State University. She began her career with PNC Financial working for PNC Bank, then achieving her life insurance and brokerage licenses prior to transitioning to PNC Financial. Lynne also worked with TransAmerica, where she traveled throughout the Northeast training Financial Advisers and Insurance Agents on mutual funds and annuities.
Lynne enjoys spending time with her wife, daughter Ella and her Maltese Lucy. She also enjoys cooking, reading, and football; especially the Nittany Lions of Penn State!
Laurie Dunsmore, FPQP™
Assistant to VP of Financial Planning
Cindy is responsible for client servicing and ensures that all requests are handled professionally and efficiently.
Prior to joining Southport Capital, Cindy worked as an analyst for a consulting firm for 10 years. She has 15 years of customer support experience, working with key executives and a variety of clients ranging from high profile companies to small, family-owned businesses.
Cindy resides in Rancho Cucamonga with her husband and their four rescued dogs. She enjoys reading, cheering on the Los Angeles Rams and crossing off destinations from their travel bucket list.