John Lawrence, CWS®

John operates his business by the Golden Rule: “Doing for others what you would want them to do for you.” This involves working with clients to develop a sensible plan followed by thoughtful implementation and monitoring. In this, John may utilize individual stocks and bonds, mutual funds, ETF’s, managed money, annuities, life insurance and/or long-term care insurance. He says, “Life changes, needs change; let’s plan.” John is active in his church and community. He has a Masters Degree from Multnomah University. After three years with Washington Mutual, John became a financial consultant in 2000 with Series 7 and Series 66 Investment Advisory securities registrations, and Washington State Insurance license.