Joe Lawrence, AIF®, CPFA, C(k)P
Director, Corporate Retirement Service
Joe oversees ARIA’s Corporate Retirement Services program supporting plan sponsors with plan design, fiduciary compliance and administrative plan services.
He holds designations as both an Accredited Investment Fiduciary® (AIF®) and as a Certified Plan Fiduciary Adviser (CPFA). Joe is also the founder and owner of L&R Investment Management, LLC., an advisory firm in North Alabama.
Advisory services offered through ARIA Wealth Management, Inc., a registered investment advisor registered with the Securities and Exchange Commission