The Team

Waugh, Lavender & Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Chuck Waugh

Chuck Waugh

Private Wealth Advisor

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Designations

CLU®, ChFC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
CA Insurance #0K19658

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Justin Lavender

Justin Lavender

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Investment Management

Education

Colorado Technical University® Bachelor of Science in Business Administration - Finance

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Kathy Hayden

Kathy Hayden

Financial Advisor

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Top Areas of Focus

  • Retirement Plan Distribution
  • Investments
  • Women's Financial Strategies

Education

Bachelor of Science in Business Administration, University of Central Florida
CA Insurance #0I43302

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Our Staff

Lori Waugh

Lori Waugh

Paraplanner

Office Manager
Amber Hooper

Amber Hooper

Client Service Coordinator

Beca Sealey

Beca Sealey

Intern

Kelsie Murphy

Administrative Assistant