Lawrence started his career with AXA Advisors, LLC, in 2010 before coming to Lincoln Financial Advisors. He helps individuals, families, and business owners develop appropriate financial strategies based on their goals and objectives. His clients value his ability to quantify their specific goals into a plan that involves evaluating their current situation and educating them on the most strategic actions they can take to stay on track for their financial future.
His goal is to plan using an educational approach, and to do so in a manner that is easy to understand, not filled with financial jargon that can be confusing and sometimes threatening to those not familiar with financial services.
After graduating from Arizona State University, where he earned a Bachelor’s degree in Business Administration at the W.P. Carey School of Business, he decided to take his passion for building meaningful and long-lasting relationships and became a financial professional. In his years of experience as a Financial Professional, he has helped hundreds of people plan for their retirement and provided guidance to put them on the path toward realizing their future financial goals.
Lawrence is a Southern California native, but settled in the state of Arizona with his wife, Aubrey to start a family. Lawrence and his family, including four children, recently moved from Omaha, Nebraska to be the successor of a well-established financial practice with Lincoln Financial Advisors Corp.
His business focus includes retirement income distribution planning, tax favored account strategies, corporate benefits and managing financial risks.