Meet the Team

Dave Anderson, LPL Financial Advisor

Dave Anderson, LPL Financial Advisor

Lori Anderson

Lori Anderson

Client Services

Lori has been providing operational support for Dave’s clients since Dave joined LPL Financial. Lori is detail oriented and draws great personal satisfaction from providing exceptional, friendly and highly personalized customer service. Intentional and efficient would be two words to describe Lori’s professional style.

Kyle Haas

Kyle Haas

Marketing Director

Kyle has been with Prosperion since 2011 and serves as the Marketing Director for the firm. He is an avid cyclist, traveler, and amateur auto-restorer. He works with all the advisors at Prosperion to connect with new clients and provide beautiful materials and engaging events.

Susana Meraz

Susana Meraz

Client Services

Susana is the welcoming presence our clients experience when calling or visiting our office. Her organizational experience sets her apart in the planning, coordination and execution of our client special events.