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Mission - Empower individuals, families and businesses to accumulate wealth, preserve wealth and strategically distribute wealth through education and motivation to help them fulfill their financial dreams.
Background - I've been a licensed Certified Public Accountant for over 22 years and prior to joining Equitable Advisors, I served over 15 years as the Finance Director for cities in Michigan with multi-million dollar retirement fund investment portfolios. I worked in public accounting for two (2) years as an auditor and developed Lawrence-Webster, LLC to assist small businesses and non-profits with internal controls and compliance.
The Approach - My preferred approach is to review my client's financial goals and investment objectives. In coordination with other trusted advisors, we formulate strategies that will help them reach their financial goals. As a registered representative and investment advisor representatative of Equitable Advisors, and as an insurance agent of Equitable Network, LLC, I can recommend the appropriate products and services to help implement the agreed upon strategies.