graduated 1969 from university of wyoming with a bs in statistics. attended graduate school with a focus on accounting. staff for connors, hogan, miles and kumagai 1972-1975. partner 1975 to 1977. president and shareholder david l lawson, pc 1977 to present.... See More
Highlights: Cash Flow Planning, Charitable Planning, Closely Held Business Planning, Education Planning, Elder Planning, Employee Benefits/Executive Compensation, Estate, Gift and Wealth Transfer Planning, Fundamental Financial Planning Knowledge & Skills, Individual Tax Planning, Insurance Planning/Risk Management Planning, Integrated Personal Financial Planning, Investment Planning (withouit AUM or product sales), Retirement Planning, Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.), Wealth Management/Investment Advisory Services