Meet your team
We believe in people first
At Marathon Group Financial, when we say we’re “with you for the long run,” that’s not just a tagline – it’s our guiding principle. When it comes to your retirement, you need a team who is with you all the way.
Whether you need assistance with retirement planning, have questions about your insurance policies, or are looking for additional retirement strategies, we’re here to help. We empower clients through guidance and education. At Marathon Group Financial, our family is here for your family for the long run.
About Us
Meet Lisa Brumfield
CEO & Founder of Marathon Financial Group
Lisa's Story
As the Founder and President of Marathon Group Financial, Lisa brings over 34 years of experience in the financial services industry, with a focus on retirement planning and wealth management. A Financial Advisor and Fiduciary with an insurance license, she is dedicated to providing tailored, strategic solutions that help clients achieve their financial goals with confidence and clarity. A proud graduate of Cal State University, Long Beach, Lisa enjoys spending time with her three sons, Joshua, Tyler, and Noah, especially traveling in the RV!
Places You'll See Lisa
- Speaking locally and nationally at 75 events per year
- Serving on the Board of Directors for Crohn’s & Colitis Foundation (her oldest son has Crohn’s, and this organization helped Lisa’s family when they needed it most)
- Running around town (Lisa started running at age 40 & does several half marathons and fundraiser races every year)
Get to Know The Team
Miguel Torres
Director of Events
Miguel is a driving force behind events at Marathon Group Financial. His caring and respectful nature matches his unwavering commitment to the success of our clients and his colleagues.
Miguel's experience as a multiple business owner provides a strong foundation for his contributions. His natural skills are complemented by his degree in Bookkeeping and Computers from Cabot College.
In his free time, Miguel loves time with his family, working out, relaxing, and watching movies. He is married with four children and appreciates their dog, Koko, and Arthur, the sweet new cat quickly becoming part of the family.
Miguel Torres
Director of Events
Miguel is a driving force behind events at Marathon Group Financial. His caring and respectful nature matches his unwavering commitment to the success of our clients and his colleagues.
Miguel’s experience as a multiple business owner provides a strong foundation for his contributions. His natural skills are complemented by his degree in Bookkeeping and Computers from Cabot College.
In his free time, Miguel loves time with his family, working out, relaxing, and watching movies. He is married with four children and appreciates their dog, Koko, and Arthur, the sweet new cat quickly becoming part of the family.
Victor Leonino
Director of New Business
As a key member of the Marathon Group Financial team, Victor leverages his deep background in account management to provide exceptional service to existing and new clients.
Victor's clients and colleagues appreciate his hardworking, loyal, and respectful demeanor. He simplifies the account setup process and ensures a positive experience for everyone he assists. His impressive 13-year history in account management demonstrates his specialized knowledge.
Having worked with Lisa Brumfield in the past, Victor leapt at the opportunity to join Marathon Group Financial. Victor lives in Orange County with his wife, Christa, and their dog, Maggie.
Victor Leonino
Director of New Business
Victor leverages his deep background in account management to provide exceptional service to existing and new clients. Victor’s clients and colleagues appreciate his hardworking, loyal, and respectful demeanor.
By maintaining a simple account setup process at Marathon Group Financial, Victor ensures a positive experience for everyone he assists. His impressive 13-year history in account management demonstrates his specialized knowledge.
Having worked with Lisa Brumfield in the past, Victor leapt at the opportunity to join Marathon Group Financial. Victor lives in Orange County with his wife, Christa, and their dog, Maggie.
Alexa Sohail
Director of Client Services
With her engaging presence and talent to build strong client relationships, Alexa consistently delivers exceptional and comprehensive support, directly contributing to the ongoing satisfaction of our existing clients. Her dedication to their success makes her an invaluable asset.
Alexa is married with two children. She values time with her family, working out at the gym, and enjoys exploring the local craft brewery scene, appreciating the artistry and community it offers.
Alexa Sohail
Director of Client Services
With her engaging presence and talent to build strong client relationships, Alexa consistently delivers exceptional and comprehensive support, directly contributing to the ongoing satisfaction of our existing clients. Her dedication to their success makes her an invaluable asset.
Alexa is married with two children. She values time with her family, working out at the gym, and enjoys exploring the local craft brewery scene, appreciating the artistry and community it offers.
Treyton Cronk
AUM Client Associate
As a United States Marine Corps veteran, Treyton brings a strong commitment to service, attention to detail, and professionalism to his role as an AUM Client Associate. He assists with new account setups, asset transfers, and transaction processing, ensuring a smooth and seamless experience for every client. His dedication to accuracy, reliability, and client service makes him an invaluable asset to both our clients and team.
Treyton Cronk
AUM Client Associate
As a United States Marine Corps veteran, Treyton brings a strong commitment to service, attention to detail, and professionalism to his role as an AUM Client Associate. He assists with new account setups, asset transfers, and transaction processing, ensuring a smooth and seamless experience for every client. His dedication to accuracy, reliability, and client service makes him an invaluable asset to both our clients and team.
Amy Liu
Executive Assistant and Office Manager
With her strong organizational skills, attention to detail, and commitment to excellence, Amy plays a vital role in supporting the leadership team and ensuring the smooth day-to-day operations of Marathon Group Financial. She is dedicated to creating efficient processes, fostering a positive workplace environment, and delivering exceptional support to both clients and team members. Her proactive approach and dedication make her an invaluable asset to the firm.
Amy is married with two children and enjoys spending quality time with her family. She and her husband are enthusiastic food lovers who enjoy discovering new restaurants, exploring the local craft brewery and winery scene, and taking day trips to San Diego.
Amy Liu
Executive Assistant and Office Manager
With her strong organizational skills, attention to detail, and commitment to excellence, Amy plays a vital role in supporting the leadership team and ensuring the smooth day-to-day operations of Marathon Group Financial. She is dedicated to creating efficient processes, fostering a positive workplace environment, and delivering exceptional support to both clients and team members. Her proactive approach and dedication make her an invaluable asset to the firm.
Amy is married with two children and enjoys spending quality time with her family. She and her husband are enthusiastic food lovers who enjoy discovering new restaurants, exploring the local craft brewery and winery scene, and taking day trips to San Diego.
Joshua Brumfield
Client Concierge
Joshua brings experience from a wide range of industries—including film and television, gaming, streaming, and event planning—showcasing his adaptability and creative approach to problem-solving. As a licensed insurance professional, he uses that versatility to help clients understand their coverage options and find solutions that fit their needs. Known for his dedication to service, Joshua is committed to going above and beyond to support the Company's mission.
Outside the office, you'll often find him drawing or painting, volunteering at the Battleship USS Iowa Museum, or planning his next trip to Japan with friends.
Joshua Brumfield
Client Concierge
Joshua brings experience from a wide range of industries—including film and television, gaming, streaming, and event planning—showcasing his adaptability and creative approach to problem-solving. As a licensed insurance professional, he uses that
versatility to help clients understand their coverage options and find solutions that fit their needs. Known for his dedication to service, Joshua is committed to going above and beyond to support the Company’s mission.
Outside the office, you’ll often find him drawing or painting, volunteering at the Battleship USS Iowa Museum, or planning his next trip to Japan with friends.
Jessica Dean
Marketing Strategist
Jessica brings over 15 years of experience in marketing and communications at organizations like Sierra Club, Women In Product, and Stand Up To Cancer.
She met Lisa while working for the Crohn's & Colitis Foundation, and she's delighted to be working with her on the Marathon Group Financial brand!
Jessica lives in Portland, OR with her husband and two children. She has her own marketing & communications consultancy. Learn more about her services at TheJessicaDean.com.
Jessica Dean
Marketing Strategist
Patcher
Director of Pawsitivity
Patcher, a key contributor to our positive culture, loves to be with people. He loves the attention that our clients give him, and he pretty much never leaves our side (unless, of course, there is food nearby).
Patcher’s accomplishments include chasing a rabbit until it punched him in the face, surviving a brawl with a Chihuahua, and eating more than you’ve ever seen a dog eat. Let’s just say that he likes people more than animals. Looking for something to brighten your day? Come by and say hello to Patcher, our Director of Pawsitivity.
Patcher
Director of Pawsitivity
Patcher, a key contributor to our positive culture, loves to be with people. He loves the attention that our clients give him, and he pretty much never leaves our side (unless, of course, there is food nearby).
Patcher’s accomplishments include chasing a rabbit until it punched him in the face, surviving a brawl with a Chihuahua, and eating more than you’ve ever seen a dog eat. Let’s just say that he likes people more than animals. Looking for something to brighten your day? Come by and say hello to Patcher, our Director of Pawsitivity.