LaVelle brings a wealth of knowledge and life experiences to his role as a financial advisor. He holds degrees in Engineering, Business, and Public Administration. He also holds a certification as an Accredited Asset Management Specialist (AAMS), which makes him qualified to assist with investments, taxes, estate planning, and insurance strategies.
LaVelle has been an active participant in the grassroots organization, National Committee to Preserve Social Security and Medicare, for over 15 years. He fully understands the critical role that Social Security plays in planning for a comfortable retirement.
LaVelle is a member of Registered Social Security Analysts (RSSA), the premier industry expert in the field of Social Security planning. This enables LaVelle to fully understand all the nuances and to partner with you in finding the best solution to meet your unique needs.
LaVelle understands that a sustainable and stable income stream brings the peace of mind you’re looking for at this time in life. You want the freedom to relax and enjoy yourself. You want to pursue the hobbies and activities that bring a smile to your face.
In his spare time, LaVelle enjoys fishing, playing chess, and spending time with his wife, children, and grandchildren. He also enjoys the occasional old-fashioned Western.