OUR TEAM OF LS PROFESSIONALS

IT’S NOT ABOUT THE LATEST FINANCIAL PRODUCT, IT’S ABOUT SOLVING YOUR CONCERNS AND ACHIEVING YOUR ASPIRATIONS. LET’S VISIT AND CHAT ABOUT HOW WE CAN HELP YOU BUILD A TOTAL, ALL-INCLUSIVE WEALTH PLAN FOR YOU.

Proud Members Of:

LS WEALTH TEAM

Our Mission is to make certain our clients worry less about their finances and more about their lives.

“I HAVE WORKED HARD TO IMPLEMENT PROCESSES IN A WAY OUR CLIENTS CAN UNDERSTAND AND PUT THE INTRICATE PIECES OF FINANCIAL PLANNING AND PROPER PERSPECTIVE ON THEIR OVERALL FINANCIAL PLANNING.”.

Laura H. Stover, RFC ®

Investment Advisor Representative, Entrepreneur & Speaker.

Advisory Team

Leading you to a customized financial strategy – The Redefining WealthTM Framework

Laura H. Stover, RFC®

CEO and Founder

Laura hosts The Retirement Talk Podcast Redefining Wealth Show.

This is a dynamic podcast heard across the country as well as on radio.

She has been a guest contributor for CNBC, FOX Business, US News and World Report, and The Wall Street Journal.

Her advice and views have appeared in Forbes, The Readers Digest, USA Today, Investopedia, WTOL News among others.

Laura co-authored Successonomics™ with Forbe’s Editor-in Chief, Steve Forbes.

Founder of LS Wealth Management LLC℠, Laura is also a founding member of LS Tax LLC, a consulting and tax planning firm. After working in the corporate world of financial planning early in her career, Laura realized she wanted to work with clients the same way she had spoken about money with her friends – in a fun, personal, compassionate, relatable, and dynamic way. With close over 20 years of experience in working with high-net-worth clients across the country, Laura has become a well-known financial go-to resource for national media outlets. She’s been featured in and recognized by industry magazines such as the Register and the International Association of Registered Financial Consultants. She attended Huntington University and Northwest State for business management and received certification in executive leadership with a focus on entrepreneurship from the prestigious Wharton School of Business at the University of Pennsylvania.

A council member for the International Association of Registered Financial Consultants, she also advises the committee with keywords and provides industry information to the Register magazine. Laura regularly teaches academy classes for the American Retirement Institute for adults at local universities covering the fundamentals of financial, tax, and estate planning.

Member in her local community of the Bryan Area Foundation Power of the Purse, Bryan.
Area Chamber of Commerce, ANIMAL CHARITY (details to follow)

Michael Wallin

Certified Financial Planner™, Chief
Compliance Officer

A Certified Financial Planner™ practitioner, Investment Advisor Representative and former member of the Financial Planning Association (FPA), served as president of the FPA for the three years, and rolled off the FPA board in 2019. Michael has 24 years of experience in investment management and financial planning, serving as chief compliance officer at LS Wealth. He is also managing partner with Optivise Asset Management, an SEC Registered Investment Advisor, PanthRex Asset Management LLC and Financial Architects & Consultants. He holds a Series 65 SEC license, holds life, health and disability insurance license and the Life Underwriting Training Counsel Fellow LUTCF designation. Michael graduated from Austin Peay State University with a B.B.A in marketing. Michael took financial planning courses at Belmont University prior to sitting for the CFP exam.

Cory Colquett

CPA/PFS™

Serving as Optivise’s Chief Investment Officer, Cory’s advanced knowledge of investment management, estate planning, and wealth management helps steer investment committee meetings, shape Optivise’s money management offerings, and look for innovative solutions that best position advisers and their clientele for success.

With over 15 years of experience in the financial industry, Cory Colquette is licensed as a Certified Public Accountant (CPA) in the state of Tennessee as well as licensed in life and health insurance in the state of Tennessee. He is a member of professional organizations such as the American Institute of Certified Public Accounts (AICPA) and the Tennessee Society of Certified Public Accountants (TSCPA). Cory actively supports many local charities and non-profits including his local Church; he is a former board member of a local charitable organization, the Men’s Ministry Network.

Client Services and Case Design Team

The Client Services Team assists with account-related service inquiries about your customized retirement strategy and works with your Advisor to prepare your annual and quarterly strategy review sessions. Our Case Design Team prepares analysis, provides research, and crafts our written custom income plans

Cory Colquett

CPA/PFS™

Kyle Davis has 21 years’ experience in the financial services industry. He has an extensive background in advanced case planning, retirement planning, charitable planning, investment research/analysis and income planning. Kyle has a certification in retirement planning from LUTC and a FLMI designation. He also holds Series 6,7,65,63 securities licenses and a FINRA Series 66 license. Kyle is certified in paralegal studies and also holds Ohio life and health insurance licenses. He obtained his B.S. from Austin Peay State University and his MBA from Thornewood University.