Connecting Lawson Kroeker Clients With Investment Resources Years in the Investment/Finance Industry: 30 plus First Car: 1969 Ford Falcon Futura Sports Coupe What happens when a team member with a background including psychology, writing and even medical/legal death...
Lawson Kroeker Investment Management
Meet Monica Davis, Operations Administrator
Monica Brings More Than 15 Years of Experience to the Lawson Kroeker Team Years in the Investment/Finance Industry: 15 plus First Car: 1987 Buick Somerset “It feels like joining Lawson Kroeker is like joining a family.” When you come to Lawson Kroeker, it won’t take...
Meet Christine Walker of Lawson Kroeker
A Great Director of Operations Always Has Your Investment Portfolio Prioritized “We have a heightened ability to hear beyond the noise, to keep our focus and vision on what matters most - serving our clients and investing with their goals in mind. This is best...
Meet Patrick Riordan, Director of Client Relations and Business Development
Serving Clients at Lawson Kroeker is Patrick Riordan’s Forte “I believe most people have a plan of what they want to accomplish with their financial assets, but many don’t really know how to execute it. I enjoy helping people develop their plan, but I really love...
Chad Clauser: Embracing a Long-Term Perspective in Planning for Retirement
Get to Know Chad, Lawson Kroeker’s Chartered Financial Analyst® “People should know the Lawson Kroeker story. The company was founded over 30 years ago and is now on a third “generation”, yet the culture and values are remarkably the same as when we started. This is...
Tom Sudyka is Planning for the Long-Term
Meet Lawson Kroeker’s Portfolio Manager, and Find Out Which Unique Money Lessons Shaped His Philosophy “Lawson Kroeker is a firm that plans to be around forever, passing the philosophy and management from one generation to the next. The company’s commitment to...