Financial Investment and Retirement Managers

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

David Lawrence

David Lawrence

Financial Advisor

Visit David Lawrence's website
Chris Black

Chris Black

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Chris Black's website

Team

Lynne Webb

Lynne Webb

Client Service Manager

Qualifications

  • BBA Finance/Marketing from University of Texas at Austin and MBA from Baylor University

Roles & Responsibilities

  • I support 3 advisors in this practice. I mainly schedule meetings and maintain the bookeeping for the practice. I have worked at this practice since 2006
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Rebecca Ashburn

Rebecca Ashburn

Client Service Manager,

Assistant

Qualifications

  • Bachelors degree from Oklahoma State University in Secondary Education.

Roles & Responsibilities

  • I am responsible for planning client events, maintenance of the office and building, as well as support for 3 advisors. I have worked at this practice since 2006.
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Debbie Stefanucci

Debbie Stefanucci

Client Service Manager

Qualifications

  • I have worked with Ameriprise since 1992.

Roles & Responsibilities

  • I currently support 3 advisors in our practice as a support staff person. My main focus is client prep work for meetings.
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