With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
Karen L. Lawrence-Webster, CPA
Mission - Empower individuals, families and businesses to accumulate wealth, preserve wealth and strategically distribute wealth through education and motivation to help them fulfill their financial dreams.
Background - I've been a licensed Certified Public Accountant for over 22 years and prior to joining Equitable Advisors, I served over 15 years as the Finance Director for cities in Michigan with multi-million dollar retirement fund investment portfolios. I worked in public accounting for two (2) years as an auditor and developed Lawrence-Webster, LLC to assist small businesses and non-profits with internal controls and compliance.
The Approach - My preferred approach is to review my client's financial goals and investment objectives. In coordination with other trusted advisors, we formulate strategies that will help them reach their financial goals. As a registered representative and investment advisor representatative of Equitable Advisors, and as an insurance agent of Equitable Network, LLC, I can recommend the appropriate products and services to help implement the agreed upon strategies.
Value Added Services - Because I've worked hard to garner the trust and confidence of my valuable clients, I team with other professionals to provide comprehensive seminars to individuals, families, charitable organizations, small businesses, and students. I have a monthly column in WordUp magazine called Wealth Matters and I am a guest contributor to the Michigan Banner newspaper.
Comprehensive Wealth - With my husband and two sons, we enjoy a wealth of life opportunities which include: golfing, traveling, family events, swimming, skating, basketball, football, learning various communication methods and history, and participating in community events.