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Our Team

Katrina C. Lessard, CFP®


Ms. Lessard graduated from the W.P. Carey School of Business at ASU with a degree in Economics. Katrina has been helping a select group of clients for nearly two decades. Katrina holds the CERTIFIED FINANCIAL PLANNER™...
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Lauren Mulligan

Administrative Assistant

Lauren supports the administrative back office needs of LWM. In addition, she assists Katrina with projects and event planning support.

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Rosemarie Toole

Client Relationship Manager

Rosemarie received her BA from Florida State University. Rosemarie sets high standards and expectations to meet client’s needs by providing assistance in a timely, friendly, and proactive manner – all with a smile and...
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