Meet Emily Underwood, the newest addition to our team! Fresh out of college, Emily is eager and ready to jump into her role here at Lattice Wealth Management Group. Her main focus is to assist Arnell and ensure that all of our clients’ needs are met to the best of her ability. Emily is here bright and early, starting her day at 7:30 AM, and she stays until 3:30 PM, always available to lend a helping hand. If you can’t reach me, don’t worry—Emily’s got you covered. She’s a reliable presence in the office, ready to tackle any task that comes her way. Let’s give Emily a warm welcome as she joins our team!
Investment Advisory Services offered through Integrated Advisors Network (“Integrated”), an SEC Registered Investment Advisor. Registration does not imply a certain level of skill or training. Certain Representatives of Lattice Wealth Management Group Inc. are also registered with and offer securities through Fortune Financial Services, Inc., Member FINRA / SIPC, 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866. (800) 637-3211. LWM is affiliated with, but not under common control of, Integrated Advisors Network. Lattice Wealth Management Group Inc., Fortune Financial Services, Inc., and Integrated Advisors Network are all separate entities. 111 North Market Street, Suite 300 San Jose CA 95113
Lattice Wealth Management
84 W Santa Clara St, Suite 734 San Jose, CA 95113
Lattice Wealth Management
5401 Business Park South, Suite 208
Bakersfield, CA 93309
Lattice Wealth Management
201 Spear St., Suite 1100
San Francisco, CA 94105