For over 20 years Rich Lawrence has been providing investment advice to the local community and surrounding area. He makes providing exceptional service to his clients a top priority, and is as knowledgeable of the industry as he is friendly.

Dedicated to the highest ethical standards, Rich provides clients with investment advice for all of life’s financial milestones: estate planning, retirement planning, saving for college, etc. Each client has a unique plan which balances investments with strong consideration toward risk management and asset allocation. He provides continuous service to his clients with frequent contact in an effort to ensure that each client’s strategy remains consistent with changing goals, objectives, and circumstances.

He is active in the community as a youth sports coach and volunteer at his church. He enjoys spending time with his wife, Lisa, two boys, Mason and Reese, and dog, Zoey. He formerly worked with Ragen Mackenzie Investment Services and holds the Series 7, 63, and 65 securities registrations through LPL Financial and is licensed with the state of WA for life and disability insurance.

Ben started in the financial services industry over 10 years ago as a way to help people make sense of the ever-changing landscape of investing. Through his career, he has seen many different models of wealth management and he believes using a financial planning framework always produces the best result. The start of every meeting always begins with three questions:

• Where are you now?
• Where do you want to go?
• What are your goals?

Using the answers to these questions, he and his clients work together to formulate a plan that strives to achieve those goals. Throughout the process, his goal is to explain each step in easy to understand language so there are no ambiguities.

Ben has worked in many different roles throughout the industry and has a deep understanding of the many complexities people encounter. He is a CFA® charter holder and is a Certified Financial Planner^TM. With this background, he helps his clients tackle the many challenges of planning for retirement, saving for college, estate planning, and managing intricate methods of income.

When Ben is not at the office, he loves to spend time with his wife, Tracy, and son, Luke. They are avid outdoors people and spend a lot of time in the mountains skiing during the winter and camping in the summer. Ben has a deep love for golf, and when he gets some free time, you can find him playing at any of the numerous courses in the Seattle area. At home, they are quite the cooks and always make dinner together at the end of the day.