Stephen C. Lawler, CLU, ChFC

Stephen C. Lawler as President and Founder leads a team of professionals who deliver a broad array of financial consulting and wealth management services to private and business clientele. Mr. Lawler has established a strong financial management background, and a sincere desire to provide clients with unprecedented levels of service. Collaborating with and educating clients towards tax-efficient financial goals and lifetime investment income objectives is a key priority in his blueprint foundation for a client’s successful financial strategy.

Mr. Stephen C. Lawler has more than 35 years’ experience in the financial planning wealth management industry and is widely acknowledged for his investment experience. He is a Chartered Financial Consultant (CHFC), and Chartered Life Underwriter (CLU). He holds FINRA Series, 6, 7, 22, 24, and 63 securities registrations. He is an active participating member of the community and enjoys traveling, golfing, and spending time with his family and grandchildren.