Firm continues to experience significant growth
Overland Park, Kan. (January 10, 2017) – Lawing Financial recently announced Chris Osmond, CFP®, as director of wealth advisory services. Chris will be responsible for increasing new client growth, individual fee-based accounts, guiding and formulating innovative strategies and more.
Chris brings 13 years of experience to this role, 11 of which he specialized in direct wealth management. Most recently, he served as director of investments at BMO Private Bank. Prior to BMO, he was the assistant vice president/portfolio manager for US Bank’s Private Client Reserve, where he managed $350 million of high-net-worth business.
“We are very excited for Chris to join our team,” said Andrew Stafford, chief operating officer, Lawing Financial. “2016 was a pivotal year in our five-year growth strategy, with several new hires from well-known companies such as Northwestern Mutual Life, Empower, Waddell and Reed and now BMO Private Bank,” said Stafford. “These additions complement our existing experienced team and set our advisors apart in a rapidly changing environment. We look forward to the knowledge and expertise Chris will bring to our firm.”
Throughout the years, Chris has been actively involved in the financial services industry:
– Awarded the BMO Achiever by the BMO Beam Program in 2016.
– Completed leadership development and sales relationship management training programs through BMO Institute for Learning.
– US Bank Silver and Gold Shield Award winner in 2013.
– Former member of the Traditional Investment Work Group, as well as the International Equity Subcommittee through US Bank.
“After years of wealth management experience, I’ve learned the importance of placing the client first and surrounding myself with a team that acts in the best interests of clients,” said Chris Osmond. “I am excited and proud to join a company with these elements engrained in their culture. I look forward to the future of our clients and growth of our company.”
Chris obtained his Bachelor of Science in finance from the University of Arizona. In addition, he is a CERTIFIED FINANCIAL PLANNER™ professional, and is a Level III candidate in the CFA Program. Chris is from Denver, Co., and now lives in Kansas City with his wife and daughter. In his free time, he enjoys golfing, snowboarding, spending time with family, reading and barbecuing.
About Lawing Financial Lawing Financial is a full service financial planning firm specializing in providing a collaborative approach to fee-based asset management, qualified plan design and implementation and wealth management.
The firm has several locations throughout the United States, with investment advisors serving clients across the nation. As of January 2017, Lawing Financial has over $4 billion in assets under advisement.