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.


Advisors

Chuck Waugh

Chuck Waugh

Private Wealth Advisor

Visit Chuck Waugh's website
Justin Lavender

Justin Lavender

Financial Advisor

Visit Justin Lavender's website
Kathy Hayden

Kathy Hayden

Financial Advisor

Visit Kathy Hayden's website

Team

Lori Waugh

Lori Waugh

Office Manager,

Paraplanner
Amber Hooper

Amber Hooper

Client Service Coordinator

Beca Sealey

Beca Sealey

Intern

Kelsie Murphy

Administrative Assistant