Alan Lawrence, CFP, CLU, ChFC
Senior Vice President - Investments
Fundamental Choice Portfolio Manager
I offer a detailed, methodical discovery approach in an effort to help clients identify and reach their most important financial and philanthropic goals. This includes working closely with their accountants, attorneys, and other professionals to help achieve them. My goal is to build a comprehensive wealth management plan designed to help clients keep their promises to themselves, their family, and the community in which they live.
I began my career in 1988 as a Financial Advisor with Edward Jones Investments in Edmonds, Washington. In addition to working with my clients, I served as a Regional Leader for Edward Jones beginning in 1998, becoming a General Partner with the firm in 2001. I hold a Bachelor of Music Degree from Wichita
State University and a Master’s in Music Performance from the Cincinnati College-Conservatory of Music. To enhance my knowledge in the field of wealth management, I earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the College for Financial Planning in 2003 and the Chartered Life Underwriter® designation from the American College in 2006. Each of these programs required me to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements.
Currently, I volunteer as a musician with Philharmonia Northwest Chamber Orchestra. I have served as President of the Edmonds Center for the Arts Board and a member of the Cascade Symphony Orchestra Board. I have been a committee chair for my local church, volunteer leader with the Boy Scouts of America, member of several Edmonds business groups, and Financial Advisor to the Hazel Miller Foundation. My wife and I live in Edmonds, Washington near our three adult children and three grandchildren. We enjoy a myriad Pacific Northwest activities including running, boating, skiing and travel.
Chelea Lawrence, CFP
Senior Vice President - Investment Officer
I work with clients who are serious about creating financial strategies and I manage their investments to help ensure the plan is successful. My extensive experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific financial goals.
Born and raised in Seattle, I began working in the Financial Services Industry in 1990 at Washington Mutual Bank while studying at the University of Washington, and I have stayed in this field ever since. Later, I moved to Bellingham and graduated from Western Washington University with a degree in Economics and French. I transitioned to Wells Fargo Advisors in 2014. To further develop my wealth management knowledge, I earned the CERTIFIED FINANCIAL PLANNER (CFP) certification from the College for Financial Planning. This certification required me to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements.
My husband and I live in Edmonds near our three adult children and two grandchildren. I love music of all kinds and travel—especially to France. I enjoy boating on the Puget Sound, cooking, wine tasting and running.
Registered Client Associate
I partner with financial advisors to help them work towards achieving seamless relationships with their clients. My expertise with our firm’s software systems, forms, policies as well as overall industry knowledge is a vital part of the advisor’s practices I work with.
I was born and raised in the Seattle area. My career in finance began in 2001, working at local banks and credit unions. I started in the investment industry in 2012, transitioning to Wells Fargo Advisors in 2016. My licenses include the Series 7 and 66, as well as an insurance license for Life and Long Term Care. Due to my experience in both finance and investments I have a well-rounded understanding of both industries. I find that this knowledge is a fundamental part of helping clients identify and meet their short and long-term financial goals. My wife and I live in Carnation with our 3 children. We love taking long trips in our RV, paddle boarding around our community lake and playing with our boxer in the park.