With 26 years of experience as a licensed Financial Advisor, Lavon focuses his efforts on helping individuals, families, and businesses create a successful road map to pursue their financial goals.
Lavon believes his role as Advisor is three-fold:
1. Help clients define their financial future
2. Develop a strategic plan to pursue those goals
3. Help clients remain committed to those long-term objectives
Additionally, he can assist clients in uncovering unforeseen risks and develop ways to mitigate those risks.
In 1997 Lavon chose to establish his own company--Asset & Investment Advisors--and become an Independent Financial Advisor. He feels that independence gives him more objectivity and a greater choice of options in finding strategies for his clients. He offers a variety of investment tools: stocks and bonds, mutual funds, annuities, life insurance, Certificates of Deposit, and other investments. Lavon is also licensed as an Investment Advisor Representative, providing investment management through fee-based accounts.
His broker/dealer, SagePoint Financial, Inc. who offers services to independent financial advisors throughout the U.S., has awarded Lavon the distinction of being a member of the Presidents and Achievers Council every year since 2000*.
Lavon and Deann, his wife of 42 years, have three children. Lavon enjoys spending his free time working at his blueberry farm, fly-fishing for trout, and hunting. He is a past president of the Poteau Rotary Club, is active in his church, and currently serves as a member of the City of Poteau Planning Commission, LeFlore County Development Coalition, and Carl Albert State College Board of Regents.
*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. President & Achievers Council award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.