Whether it’s helping a new client bring together all of their account information to make the transition to our firm, or a long-time client who wants to make changes on their existing investment accounts, I ensure that everything runs smoothly for the people we work with. If our clients are in need of assistance, I’m always just a phone call away. They rely on me to simply, “get things done”. I am dedicated to providing the highest level of service to our clients who have worked very hard to achieve financial success. At Lawless, Edwards & Warren - Wealth Management, our goal is to become our clients’ “Chief Financial Officer” and provide comprehensive and creative wealth management solutions. We have a structured five-step process that includes, but goes well beyond, investment consulting. We bring a unique holistic approach which incorporates asset protection, estate planning, business planning, and charitable planning to address all of our clients' financial concerns.Although it’s relatively uncommon, I’m actually a Florida native. I graduated from the University of Florida in our hay day when we were NCAA football champs. And even though we can’t match those glory days (yet), I’m still a huge Gator fan and will always be a proud member of the Gator Nation!