Contact Us  (423) 664-4508

California Office

Los Angeles, CA

400 N Mountain Ave Ste 202 

Upland, CA  91786

(909) 579-6470

Upcoming Workshops

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

Agoura, CA

February 20th 

Palm Desert, CA

Will and Living Trusts

Oxnard Performing Arts & Convention Center
800 Hobson Way
Oxnard, CA 93030

More Coming Soon! Mission Viejo, CA

Your Dream Retirement

Coming Soon.

TBA
Los Angeles, CA

Lynne Witmer

Portfolio Manager
310-286-0388

Bio

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
310-286-0388

Bio

Laurie graduated from Penn State University with a degree in Business Administration.   She has been working in the Banking and Insurance industry since 2000.  She is a firm believer in the team concept and has a particular attention to detail.  She works with all client’s administrative needs and is part of the Business Development team working directly with the Upland and Los Angeles Ca Offices as well as the Big Fork Montana office.
Laurie spends her spare time with her husband Jd and 4 children at their various activities: baseball, basketball, and dance.  She also loves to be outside, tends to her gardens, bake and listen to loud music.

Stephanie Arp

Office Administrator
909-579-6470

Bio

Stephanie is the first person you see when you walk into our office. She makes sure that the finer points of our office run smoothly and that you feel right at home!
Stephanie joined our team after having been in customer service roles for 12 years. She lives in Montclair with her husband and two children.

Cindy Mariscal

Client Services
909-579-6470

Bio

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.

Terms of Service

These documents are for general information and educational purposes only, and must not be considered an investment or financial planning advice. Such advice must be tailored to your individual situation and objectives. Investors should consult all available information, including fund prospectuses, and investment legal and accounting professionals, before making any fund purchase or executing any investment or financial planning strategy. They must exercise their own independent judgment when making any investment decision.

All investments involve risk. There can be no guarantee that the strategies, tactics, and methods discussed here will be successful. Shares may be more or less valuable than purchase price at any time in the future. Any performance-related numbers referenced are not verified and are being used for informational purposes only.

Copyright © 2019 Southport Capital®