Brad Lawing, Heather Renfro, Kerry Lawing (CEO), Marcia Vander Wal, Andrew Stafford
(back) Angelica Foxx, Sherry Meyer, Heather Renfro, Craig Gordon, Marcia Vander Wal, Brian Pfannenstiel; (front) Bryan Farwell Andrew Stafford, Kerry Lawing, Brad Lawing, Paul Andres
(back) Brad Lawing, Randee Davis, Andrew Stafford, Angelica Foxx, Craig Gordon; (front) Heather Renfro Kerry Lawing, Emily Goracke, Bryan Farwell
(back) Andrew Stafford, Kerry Lawing, Brad Lawing, Craig Gordon; (front) Brain Pfannenstiel, Jacob Cole, Mike Sanchez
After 30-plus years owning and operating Lawing Financial, Kerry Lawing suddenly had the unique opportunity to hit reset. In 2017, Kerry sold Lawing Financial – the company he founded in 1985 and grew to over $5 Billion in assets under advisement. He built a close-knit team, with the vision of disrupting an age-old industry, and founded Prevail Innovative Wealth Strategies. Kerry believes the financial industry is broken and that there is a better solution than the traditional advice advisors typically offer. He is driven by impacting the lives of those around him; dedicating himself to growing people, advisors and businesses. Exceptionalism is his passion and Kerry has a history of delivering on that expectation.
In 2013, Andrew built an Advisory practice from the ground up at Lawing Financial. He transitioned his skillset to the Chief Operating Officer after three years. After the sale of Lawing Financial, Andrew joined Kerry Lawing and team in forming Prevail Innovative Wealth Strategies. Prevail leverages Andrew’s experience as an “industry outsider” to challenge the financial services industry status quo. As President of Prevail, he brings a unique combination of understanding advisor challenges while delivering an ecosystem that exceeds client expectations and financially transforms client’s outlook.
As one of the founding partners of Prevail Strategies, LLC, Brad serves as Vice President. Brad works with business owners, executives, and high-net-worth families to help determine their financial goals and help get them where they want to be. He believes that having a road map to financial success is a key component of knowing where to go. He enjoys helping his clients define their plan and challenge conventional wisdom in regards to finances and tax diversification. Serving in the financial services industry since 2006, Brad has helped numerous business owners and executives to deeply understand their financial situation, maximizing their success and ability to control their own financial future. He is a Certified Private Wealth Advisor® and has also served on multiple non-profit boards in various roles.
As a fourth-generation financial services professional, Craig Gordon’s family history instilled a passion for the importance properly designed financial plans can provide individuals and families. Craig has a passion for delivering strategies that solve problems, add value, and become impactful in the financial outcomes of the clients he serves. As Vice President at Prevail, Craig is a part of the executive leadership group with a rich history in financial services, a shareholder in Prevail Real Estate Opportunities division, a key member of Prevail’s Investment Advisory Committee and a leadership role to Prevail’s Private Client Group. Craig’s objective for the clients he works for is to help establish plans that create, leverage, and protect wealth.
Director of Operations
Marcia has worked with Kerry Lawing for over 18 years, her duty as director of operations is to oversee daily ongoings in the office and optimize the processes.
Managing Director of Real Estate Opportunities
Brad Clark leads the company’s real estate operations, Prevail Innovative Real Estate Opportunities, which is a new platform designed to make investing in traditionally private real estate more easily accessible. He oversees the utilization of market research to maximize investment performance and market selections for investing, which provides direct-to-market real estate opportunities for high net-worth professionals.
Director Of Private Client Group (PCG)
Bryan leads our company’s Private Client Group (PCG). A division within the organization focused on serving the unique needs of the affluent, business owners and high-net-worth families. The Private Client Group custom designs a “Financial Board of Directors” team around our client specific needs. We focus on leveraging the organizations custom investment strategies, asset protection and tax-efficient wealth creation solutions, while offering a commitment and structure to our clients across the country.
Client Engagement Coordinator
Director of Client Experience & Operations
Client Service Coordinator
Director of New Business
Manager of Finance
Digital Media Coordinator