Emilee K Lawrence
Emilee K Lawrence
CRPC®
Financial Advisor
(844) 238-4228 Ext. 4324
550 S RIVERVIEW DR
PARCHMENT, MI 49004
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My Background

I help individuals and families at Advia Financial Advisors located at Advia Credit Union reach their financial goals by providing realistic and detailed financial plans. I am deeply committed to my clients’ financial well-being, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances.

As a financial professional, I want to improve the lives of my clients. I became an advisor because I saw the impact that not preparing for retirement had to the people I served every day, and I wanted to impact change in every generation that I had an opportunity in which to do so. I have 15 years of experience working in the financial industry, this breadth of experience allowed me learn about retirement planning, how trusts impact your financial plan, and different ways that you can reduce and manage your tax implications with investments as well as a variety of other things. My priorities are to honor my commitments to my clients, and to do my best to educate them on the best way to achieve their goals. I currently hold the professional designation of Chartered Retirement Planning Counselor (CRPC®), which allows me to specialize in retirement planning.

In my spare time, I enjoy hiking, biking and swimming, I also enjoy reading and spending time with my family.

Affiliations:

·         Women Who Care of Kalamazoo County

Professional Services
  • Financial Planning
  • Retirement Planning
  • Portfolio Management
  • Wealth Management
  • Investment Management
  • Education Funding