Waugh, Lavender & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Advisors

Chuck Waugh

Chuck Waugh

CLU®, ChFC®, APMA®

Private Wealth Advisor

Franchise Owner
Visit Chuck Waugh's website
Justin Lavender

Justin Lavender

APMA®, CRPC®

Financial Advisor

Visit Justin Lavender's website

Team

Lori Waugh

Lori Waugh

Paraplanner,

Office Manager
Amber Hooper

Amber Hooper

Client Service Manager

Beca Sealey

Beca Sealey

Financial Planning Specialist

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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