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.