CEO
- CEP - Certified Estate Planner
Founded in 1993, LaFollette Wealth Management is a comprehensive "life" planning firm. Using Christian concepts and ideas in finanical planning allows us to look at the complete picture and not just one segment of someone's financial program. Consulting with other professionals, ie. CPA's, Attorneys and specialists in areas of tax, law, and finance. Our clients are not only involved in the creation of their financial present and future, but have ownership in this creation. We spend quality time getting to know each and every client to insure that we are working with them to meet their objectives. Our firm is able to offer objective, and experienced advice from several perspectives and disciplines.
Our guiding principle is "Investing in Relationships". This means that putting the clients needs first and working to design a customized financial plan involving investment, tax, estate or risk managment planning. At our firm experience makes the difference. Through our process of planning our clients get an opportunity, some for the first times in their lives, to have someone in a real, educational and personal way determine where they are presently, what they want to accomplish from here, and ways to help insure that their wishes can come true regardless of time, return or adverse events.