Lauri has more than 25 years’ experience in the banking and brokerage industry. She entered the brokerage industry in 1994 as a Client Associate with Merrill Lynch and joined UBS in November 2002.  Lauri has served on many committees and councils during her brokerage career.  She assists clients with day-to-day service inquiries and has a vast knowledge of banking operations including securities backed lending. Lauri holds a series 7 and 63 license.  She graduated from Avila University in 1994 with a BS, Business Administration.   She has held various PTA board positions since 2008 and is a current board member of the Ray-Pec Athletic Booster Club.  Lauri is married to Jeff and they have two sons.

Registered States:
AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, MN, MO, NE, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

David joined The Freeman Group in 1999.  Before joining the team, David served in the US Navy and is a veteran of "Operation Desert Shield / Storm".  As an Authorized Officer and Wealth Management Analyst, he holds a bachelor's degree in accounting from Park University.  He also holds the valued Certified Investment Management Analyst (CIMA) credential from the University of California, Berkeley.  Besides being a member of a team that has a passion for helping clients with their financial and wealth strategy goals, he is an avid golfer and fisherman.  David is married and has two daughters.

Registered States:
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NE, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI