As LWM’s Client Services and Administration Manager, Jan directs all non-investment client requests. She serves as the liaison between our custodian, Charles Schwab, and our clients, ensuring a seamless client experience.  Jan also establishes and executes internal administrative processes including our internal portfolio management system. Feel free to reach out to Jan at 215-540-0896 option 2 or email her at jan@lawrencewealthmanagement.com.