The LaMothe-Gonzalez Group

Pasadena, CA

“Guiding clients through market cycles and life events is certainly rewarding, but our real inspiration comes from working with so many successful families and businesses each and every day”

Welcome

Although each client relationship has different needs and objectives, our team constantly strives to deliver sound advice by filtering out noise from the investment landscape and basing financial decisions on relevant trends.  By tailoring this approach to each client need, we make different outcomes possible – from retirement planning to generating income in retirement…from managing an inheritance to charitable gifting…setting up college savings accounts for grandkids to legacy planning for your loved ones. Each mandate is different, but our entire team works with one purpose, to help turn each desired financial goal into a reality.

Our Team

Jon LaMothe, CRPC®
Senior Partner, Managing Director

Jon is a Senior Partner and Managing Director at Snowden Lane, where he provides advisory, brokerage, and investment management services to Snowden Lane’s wealth advisory clients. Jon joined Snowden Lane from Merrill Lynch, where he specialized in meeting the unique needs of affluent individuals and families for over 22 years.

He understands the pressures and challenges facing today’s individuals and families and is able to custom tailor solutions that meet your unique challenges. Jon offers the greatest level of financial products and tools found anywhere in today’s market and combines them with the highest level of “Boutique” style service you would expect from a smaller firm. Jon’s responsibility on the team is providing this high level of service to each client, managing day to day operations, equity and fixed income security selection, liability management, and performing portfolio reviews.

Jon is a graduate of Cal State San Bernardino with a B.A. in Business Administration, and also holds the designation of CRPC® (Chartered Retirement Planning CounselorSM). Jon currently serves on the Board of Directors for the Girl Scouts of Greater Los Angeles. In his spare time, he enjoys being outdoors, skiing, biking and watching college football. He has coached baseball for over 14 years, and has a talent for completing home improvement projects. Jon lives locally with his wife, Endora, and three children, Ashley, Sarah, and Andrew. His oldest daughter, Ashley graduated from Texas Christian University (TCU), Sarah is a graduate from the University of Michigan, and Andrew is currently attending the University of Oklahoma.

Luis Gonzalez, CRPC®
Senior Partner, Managing Director

Luis is a Senior Partner and Managing Director at Snowden Lane, where he provides advisory, brokerage, and investment management services to Snowden Lane’s wealth advisory clients. Luis joined Snowden Lane after a 14 year tenure at Merrill Lynch.

Luis has an extensive financial background, and has been serving clients in Southern California for over 18 years. He routinely provides seasoned and specialized advice suitable to high net worth individuals and business clients. Within the team his duties include establishing retirement plans for businesses large and small, plan administration, and employee education. He also concentrates his efforts on macro investment research and investment manager selection.

Luis is a graduate of Cal State Fullerton with a B.A. in Communication, holds the designation of CRPC® (Chartered Retirement Planning CounselorSM), and is fluent in Spanish. Luis’ mother was born in Havana, Cuba and his father was born in Arequipa, Peru. In his spare time, he is a soccer fanatic. His favorite club team is Boca Juniors and his favorite national team is Argentina. Besides watching soccer on TV, he also gets great satisfaction from watching his daughter, Olivia, play youth soccer. She currently plays for FC-Valencia SWAP in Alhambra. Two other sports that he is very passionate about are boxing and basketball.

He loves traveling with his family. One of his favorite places in the world is the island of St. John in the U.S. Virgin Islands. Within the community, Luis serves as a motivational speaker to at-risk and underprivileged youth. He routinely gives “pep-talks” to high school students throughout the greater Los Angeles area, as well as business students in Southland universities. Sofie is currently pursuing a career in nursing at Regis University in Denver. He and his wife, Andrea, live locally with their two daughters, Sofia and Olivia.

Julie Babcock, CRPC®
Senior Registered Client Relationship Manager

Julie is a Senior Registered Client Relationship Manager at Snowden Lane, where she handles all administrative and day-to-day operations with personal care and first-class service. Julie joined Snowden Lane from Merrill Lynch and has over 32 years of experience serving clients in the financial services industry.

Often the first point of contact, she assists clients with a wide breadth of daily needs, ranging from cash needs, statement reviews, client account access, to assistance with banking, credit and lending services. She holds the Series 7, Series 66, and Series 31 financial licenses and the designation of CRPC® (Chartered Retirement Planning CounselorSM). During her time at Merrill, Julie obtained her CSNA (Certified Special Needs Advisor) designation, an internal Merrill Lynch program requiring curriculum, test, completion and certification on Merrill Lynch University. For fun, Julie loves cycling, often going on long bike rides during her weekends. Julie lives locally with her daughter Janeal.

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The LaMothe-Gonzalez Group

Pasadena

225 South Lake Avenue
Suite 650
Pasadena, CA 91101
626-521-9800

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