Shawn Moran

Alek approaches wealth management as both an analytical discipline and a people-driven process, blending market insight with clear, practical communication. He enjoys helping clients understand not just what to do, but why it matters, so they can move forward with confidence.

Having always appreciated high functioning and orderly processes, Brandon is focused on helping families organize, coordinate, and implement their financial plan or the best outcome possible.

He focuses on providing exceptional client service through a personalized and detailed-oriented approach to wealth planning.

Chris Peterson joined Lido in 2016 and now brings over a decade of experience in financial services. Chris focuses on maintaining and growing clients’ legacies through Lido’s customized wealth planning and portfolio management. Shortly after joining Lido’s San Diego office, Chris moved to Atlanta to help Lido expand their footprint.

Thomas is dedicated to helping clients recognize that thoughtful financial planning can create an impact far beyond their immediate needs.  He enjoys guiding individuals and families through the next steps of their financial journey, building meaningful relationships, and developing a deep understanding of each client’s unique goals and circumstances.

Tim is in financial services to help people—whether it’s by ensuring their peace of mind, maximizing every dollar to ensure clients’ goals are met, or figuring out complex solutions to problems. His primary focus is to consider the current and future allocation of assets strategy with the client’s risk profile and time horizon.