Lottsa’s Recent 2025 Updates

Spring and Summer 2025:

• Annika Quinn has joined our staff as of April 2025. She will assist with Lottsa’s administrative tasks and account maintenance. You can read more about Annika on her staff page.
• We are currently accepting managed services clients. Contact Lottsa Financial Services if you would like to explore becoming a managed assets client.
• We also offer separate Financial Planning Services.  This document provides information about the timeline and process in putting together a Financial Plan at Lottsa.
• For more detailed information about current services and fees, please see the Services & Fees tab.

Please see the Contact Us page for contact information and up-to-date details about Lottsa’s hours, directions and important updated parking information.

As always, you are welcome to reach out to Lottsa Financial staff by phone or email if anything changes or questions arise.

Scott, Sarah, Andrew, Lisa, and Annika