Lorna Jo Champagne, Executive Assistant, is a graduate of St. Mary’s College of California.
Ms. Champagne joined CSI in 2006 as Executive Assistant to Leland H. Faust.
Before joining CSI, Ms. Champagne worked for nine years in the legal and business affairs department of a local entertainment company.
Prior to that, Ms. Champagne worked in the risk management industry.
CSI Company Profile
We are one of Northern California's premier family office of wealth managers.
The CSI Team
Our investment, legal, and tax professionals have the experience and expertise to sucessfully serve the wealth management needs of our clients.
This year, Barron's once again ranked CSI among the country's top
independent financial advisers.