Senior Client Service Associate
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.
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 L. Turner, CIMA®
Senior Wealth Strategy Associate
Certified Investment Management Analyst (CIMA®)
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.
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