Meet Our Team
Meet Our Team
Alexander joined L2 Financial in 2007. He began his career in the financial services industry at Morgan Stanley Private Wealth Management after completing his studies in Economics and Management from the University of California at Irvine. Alexander enjoys exploring the world through experiences and food.
Jason joined L2 Financial in 2008, combining his analytical discipline from his previous positions and his BS in Business Administration from the University of Southern California, Marshall School of Business. Jason dedicates most of his free time to the athletic endeavors of his son, but enjoys the occasional round of golf.
Ian Dillard, CFP®, ChFC®, CLU®
Director of Financial Planning & Analysis
Ian joined L2 Financial in 2021. He started his career in the Life Insurance industry after graduating from John Carroll University with a major in Finance and a minor in Entrepreneurship. Ian enjoys spending his free time with outdoor activities such as rock climbing, hiking, and snowboarding.
When calling the L2 Financial, the first voice you will likely hear is that of Leslie Shinkle. Leslie holds a degree in Business and Economics from Westmont College, and joined L2 Financial in 2016 with 12 years’ of previous financial services experience. When not assisting clients, Leslie teaches group fitness classes, runs half marathons, and enjoys sunsets in Huntington Beach.
Our Back Office Team
L2 Financial is a Member Firm of Valmark Financial Group, an exclusive, 50+ year old, invitation-only consortium of independent wealth advisory firms. ValMark employs over 100 professionals who provide a concierge level of support to each Member Firm. Among Valmark’s professionals are experts in life insurance and other protection products, medical underwriting, qualified and non-qualified plans, investment analysis and portfolio management, product due diligence and regulatory compliance.
As a Valmark Member Firm, we are able to leverage the specialized expertise of these professionals to help us deliver analysis and recommendations when helping our clients strategically plan their financial futures.
As a collective group, Valmark Member Firms have an estimated $50 billion of in-force life insurance and $6 billion of cash value, as well as $12 billion of assets under management. This combined buying power gives us access to some of the nation’s best companies and products and allows us to negotiate favorable arrangements on behalf of our clients.
ValMark Securities, Inc. is a member of FINRA and SIPC, is licensed in all 50 states for securities and insurance and has over 100 independently-owned Member Firms throughout the United States. Its affiliate, ValMark Advisers, Inc., is a Registered Investment Advisor with the SEC. Learn more at www.valmarkfg.com