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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals and advisors can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Robin H. Lawson, CFP®

President

502-225-9900

502-225-9997

robin@oldhamfinancialsolutions.com

Robin H. Lawson, CFP owner of Financial Solutions, has been in the financial services business for over 20 years. He is a Certified Financial Planner. Through ProEquities, Inc. Robin is an Investment Advisor Representative.

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Zack Van Zant, CFP®

Financial Adviser

502-225-9900

502-225-9997

zack@oldhamfinancialsolutions.com

Zack Van Zant graduated Summa Cum Laude from the Honors College of Western Kentucky University with a degree in Financial Planning. He is a member of the Financial Planning Association and holds his Series 7 and 66 licenses. He...

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