Waugh, Lavender & Associates

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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

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Advisors

Advisor photo for Chuck Waugh

Chuck Waugh

CLU®, ChFC®, APMA®

Private Wealth Advisor

Visit Chuck Waugh's website
Advisor photo for Justin Lavender

Justin Lavender

APMA®, CRPC

Private Wealth Advisor

Visit Justin Lavender's website
Advisor photo for Lesli Niusulu

Lesli Niusulu

Financial Advisor

Visit Lesli Niusulu's website


Team

Lori Waugh

Lori Waugh

Paraplanner,

Human Resource Manager of Waugh, Lavender & Associates
Beca Sealey

Beca Sealey

Operations Director

Qualifications

  • Bachelors in Business Administration, Major in Finance with a minor in financial planning and business law.
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Dinah Lazarte

Dinah Lazarte

Client Service Manager