Accredited Investment Fiduciary®, Administrative Associate 

Accredited Investment Fiduciary®, LPL Financial Advisor. Allison Mendoza is the owner and lead fiduciary LPL Financial Advisor at SRRS.  She has been with the firm since 2017, and recently took ownership and operation in 2021.

Erin Anglin is the current Client Relations Manager for LPL Financial Services, d.b.a. Socially Responsible Retirement Strategies.