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Meet Our Professionals

P. Alison Fleming, CFP®

President, Lumena Financial Strategies

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P. Alison Fleming (first name Patricia) is the President of Lumena Financial Strategies, and has been a Financial Advisor since 1989 when she joined Waddell & Reed. For twenty years of her career she also managed, trained and mentored...

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Miles L. Fleming

Executive Vice President, Lumena Financial Strategies

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Miles Fleming is the Executive Vice President of Lumena Financial Strategies. He retired in 2014 from a 30-year career as an executive in the technology industry to pursue his desire to have a more personal and meaningful impact on...

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Peter B. Fink, CFP®

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(619) 295-9947

Peter B. Fink, has been a Financial Advisor since 1964. He began his career as a stockbroker at Shearson, Hammill & Co. in Beverly Hills, CA and joined Waddell & Reed in 2012 as a Financial Advisor. Located in Santa Monica, CA, he...

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Britt Stephens

Senior Manager, Lumena Financial Strategies

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Britt Stephens began his career at the Overland Park, Kansas headquarters of Waddell & Reed in 2009. He spent 3 years in the Contact Center as a Client Services Representative as well as a Team Lead where he communicated daily with...

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Terri Josselyn

Executive Assistant, Lumena Financial Strategies

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Terri Josselyn was born and raised in San Diego. In 2014, she began working as an Advisor Assistant, desiring to expand her knowledge into the area of financial planning, investments and insurance. Throughout her career, Terri has...

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Caresse Vera

Marketing & Operations Manager, Lumena Financial Strategies

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Caresse Vera joined Waddell & Reed in 2007 as the Division Administrative Assistant in the Torrance Division Office. Her role in the division included overseeing portions of office operations and supporting Alison as well as more than...

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