As an independent financial planner, Lawrence has worked in the financial and insurance industry for over 50 years and takes a long-term relationship approach to working with his clients. He works with individuals, business owners and key executives to develop strategies in the following areas:
- Individual and Business Financial Planning
- Estate Planning Strategies
- Retirement Plan Selection and Evaluation
- Special Needs Planning
- Investment and Insurance Analysis
- College Planning
Lawrence holds many professional industry designations including CLU (Chartered Life Underwriter), CFS (Chartered Fund Specialist) and ChFC (Chartered Financial Consultant).
Lawrence helps clients seek financial freedom and independence by helping them establish clear goals and financial discipline. He works with clients to prepare a plan that takes into consideration their goals, unique needs, time frames and risk tolerances. Lawrence is committed to educating clients so that they can make well informed decisions and find meaningful financial solutions to their specific, personal circumstances.
Lawrence and his wife Suzy live in The Park Cities, where he is actively involved in the community and Highland Park Methodist Church. His community involvement spans a wide variety of non-profit organizations from the arts to education and medicine. Among the list of organizations are the Dallas Museum of Art, the University of Texas Southwestern Medical School Children’s Cancer Fund and currently serving on the board of Senior Source and The Alzheimer Advisory Board at UT Southwestern.
He likes to spend his free time golfing, fishing and oil painting.