Lawrence I Kaufman
Financial Advisor|CLTC®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Jenny Taylor
Marketing and Communications
Jenny Taylor is a Marketing and Communications Manager. With over 20 years of writing experience at global advertising agencies in Chicago, London and New York, she brings her extensive advertising background to our team.
As a veteran of the marketing/communications industry, she’s learned to creatively make sense of madness to sell successful work for general, interactive and 360 campaigns. She’s currently parlaying her sharp insight, intuitive ideas and spirited nature to help and support clients in this ever changing, never boring business.
Through her commitment to offer seamless and helpful communication, Jenny gets to know our clients and ensures they will be well taken care of by our team. Please feel free to contact Jenny, she’s happy to help!