As we make personal decisions centered on the changing landscape of children at home from school, protecting our families as best as we can, and supporting the community actions that have been taken, we have decided to activate our contingency plans to allow our team members to work remotely.

One of our team members will be in the office each day on a coordinated basis to make sure that we can send and receive material without interruption.  We are completely connected through our phone system and secure server and can meet by phone, Facetime or Zoom.  We continue to monitor the voicemail and telephone extensions are listed below. 

We are also continuing to monitor the investments and the evolving circumstances.  If you would like to schedule a remote meeting time, please call or email us at lumenafinancial@wradvisors.com.  Following are a list of extensions that can be used while we are working remotely. 

 Office Phone (619) 295-9930

Alison Fleming x201          Peter Fink x211          Britt Stephens x200          Caresse Vera x202         Miles Fleming x203          Terri Josselyn x205

Thank you for your understanding and support.  We hope that you and your family remain safe and healthy and ask you to remember our mantra, “Be a Long-Term Thinker, Not a Short-Term Worrier”.  Between us, we have nearly 100 years of collective experience and invite you to connect with us anytime you have questions or need support.