Waugh, Lavender & Associates

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Waugh, Lavender & Associates
Team photo for Waugh, Lavender & Associates

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Advisors

Chuck Waugh

CLU®, ChFC®, APMA

Private Wealth Advisor

Visit Chuck Waugh's website

Justin Lavender

APMA, CRPC

Financial Advisor

Visit Justin Lavender's website


Team

Lori Waugh

Lori Waugh

Paraplanner,

Office Manager
Beca Sealey

Beca Sealey

Administrative Assistant

Qualifications

  • Bachelors in Business Administration, Major in Finance with a minor in financial planning and business law.
  • Enrolled in the CFP program.
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Lesli Niusulu

Lesli Niusulu

Client Service Manager