Meet Our Team

“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.”

OUR TEAM OF LS PROFESSIONALS

 

We work collaboratively with a team of CFP (CERTIFIED FINANCIAL PLANNERS™ and practitioners, in-house investment advisors, Registered Financial Consultants as well as MBA-accredited case planners to build comprehensive financial and retirement income plans. Along with that, our experienced CPA team offers complete tax planning designed to reduce your tax bill and help you build more long-term wealth. Our legal team provides estate planning services that compliment your retirement income plan and ensure that wealth passes easily to your beneficiaries when the time comes. All of our services are facilitated by award-winning software and industry-leading technology that signifies our ongoing commitment to provide our clients with the best. Most importantly, our team is fully committed to fostering a unique and rewarding client experience. Our team approach brings a group of highly credentialed and experienced professionals together to provide best-in-class service. Each of us is dedicated to ensuring that your retirement income plan, estate plan and tax plan fully meet your needs. Our main goal is to provide consistent income, avoid downside risk and preserve and grow your capital. Each of our professionals works as hard as possible to ensure these objectives are achieved. 

 

Proud Members Of:

LS Wealth Team

 

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

Laura H. Stover, RFC ®

Investment Advisor Representative, Entrepreneur & Speaker.

“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.”.

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 to 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.

Laura hosts The Retirement Talk Podcast Redefining Wealth Show.

This is a dynamic podcast heard across the country as well as on radio. She can be heard on iHeart radio’s Newstalk 1280 A.M WONW, as well as, WOWO 1190 A.M, 107.5 F.M and 97.3 HD-2

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

“I know that by being an independent advisor, I can offer my clients exactly what they need — personal attention and no cookie cutter approach. I take great pride in quality. We utilize the best of breed money managers, along with my personal touch on the protocols set forth with the firm, each aspect is meticulously and thoroughly put in place. Clients have unique goals and dreams. My goal is to provide the best and you do that by being the best at what you do.”

 

Michael Wallin

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.

Allen Hargis

Allen Hargis

CPA-RIPC®

Allen Hargis, a Certified Public Accountant (CPA) and Registered Income Consultant Professional (RICP), brings more than three decades of tax, income and wealth accumulation experience to the LS Tax Team. Change the second sentence to: “As a retired Colonel in the Arkansas National Guard, Allen served for 36 years, leading a battalion of more than 700 soldiers in the Iraq War. Allen brings a calm demeanor and laser-focused discipline to the team.

Kyle Davis

Kyle Davis

Lead Case Design Specialist, MBA

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.

David E. Nelson Esq.

David E. Nelson Esq.

Estate Planning Attorney

David Nelson is an estate planning attorney with more than 30 years of experience specializing in elder law, wills and trusts. David received a BS in Economics from Utah State University and an LL.B. from The University of Texas School of Law. Go Longhorns! He is a member of the Cincinnati Bar Association, active on the Estate Planning and Probate Committee, the Elder and Special Needs Law Committee and the Judges Committee on Notaries Public. He has three children and five grandchildren, one of whom plays football for Northwestern University. Go Wildcats!

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