Kerry Lawing

Credentials:
25+ Years in Financial Services Industry
Founder: Lawing Financial
Founding Member: Investment Advisory Committe
Shareholder: Lawing Financial

Focus:
Executive Leadership
Strategic Business Development

Scott Colangelo, AIF

Credentials:
20+ Years in Financial Services Industry
Founding Member: Investment Advisory Committee
Principal: Lawing Financial

Focus:
Responsible for qualified plan department oversight

Scott Liggett, JD

Credentials:
20+ Years in in Financial Services Industry
Oversight of audit work for Financial Institutions
Voting Member: Investment Advisory Committee

Focus:
ERISA Contract Law
Product Analysis and contract design

Tim Hakes

Credentials:
18+ Years in the Financial Services Industry

Focus:
Providing Oversight to core funds and managed portfolio analysis and design

Anthony Woodard

Credentials:
10+ years in Financial Services Industry

Focus:
Regulatory Compliance and Trading Operations

Doug Lode

Credentials:
21+ Years in Financial Service Industry

Focus:
Responsible for overseeing plan design services to ensure plan structure is beneficial and efficient

Jon Ingalls

Credentials:
18+ Years in the Financial Services Industry

Focus:
Responsible for managing trustee and vendor relationships

Heather Povlick

Credentials:
13+ Years in the Financial Services Industry

Focus:
Providing plan level administrative support and oversight
of transition services

Tim Accurso