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1877 S. Federal Highway, Suite 210Boca Raton, FL 33432(800) 361-8140Get Office Directions

Team

 

Paul M. Lawless, ChFC

Partner

Mr. Lawless is a Chartered Financial Consultant and a Partner in the Firm Lawless, Edwards and Warren – Wealth Management. For over 30 years his clients have been large Privately-Held Business Owners, Public Company Executives and...
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Gregory W. Edwards, CLU, ChFC, CFP®

Partner

Greg Edwards is a partner of Lawless, Edwards & Warren – Wealth Management. With over 30 years of experience, Greg works collaboratively with his clients, engaging them in insightful dialogue and educating them in making important life...
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Christopher B. Warren, CLU, ChFC

Partner

Chris Warren is a founding partner of the firm and brings over 28 years of experience in the financial industry. He focuses on serving a select number of high net worth entrepreneurs, executives and successful families in developing...
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Ryan G. Malfitano, CFP®

Director of Wealth Managment

Ryan is the Director of Wealth Management at Lawless, Edwards & Warren and a practicing CERTIFIED FINANCIAL PLANNER™. His passion for numbers and financial planning was discovered early in his college years where he earned a Bachelor...
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Russell E. Montgomerie, CFP®

Director of Advanced Planning

Russell is the Director of Advanced Planning at the firm and a practicing CERTIFIED FINANCIAL PLANNER™. His financial career began in 1999 at Jefferson Pilot financial, now a member of the Lincoln Financial Group, where he worked...

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Todd M. Thomas CPA, CFP®

Wealth Advisor

Todd Thomas is a Financial Services Professional with experience in engineering high performance growth stock portfolios and risk management, as well as providing comprehensive wealth management services to affluent business owners and...
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Amy Nowak

Office Manager, Insurance Case Manager

Amy Nowak joined Lawless, Edwards, Warren in 1994. As our Life Insurance Case Manager, Amy is responsible for the selection, negotiation, and administration of various insurance – related products. Amy's responsibilities include case...
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Amber Garuckas

Client Relationship Manager, Investments

Amber joined Lawless, Edwards & Warren in December of 2005, bringing with her a talent for organization and extensive experience in office administration, account management and customer service. After years of providing top notch...
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Jonathon B. Davis CFP®

Wealth Management Associate

Jonathon joined Lawless, Edwards & Warren as a Wealth Management Associate in 2014. He is a native of Colorado and graduate of the University of Denver, Daniels College of Business. Prior to joining the firm, Jonathon spent two seasons...

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Michael R. Nestler

Wealth Management Associate

Mike began his career with Lawless, Edwards & Warren as a Wealth Management Associate shortly after graduating from Florida State University in 2014. He has lived in Florida since 2004 and attended The Benjamin Upper School in Palm...
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Lee Anne Chaskes

Executive Assistant

As the newest member of the Lawless, Edwards & Warren team, Lee Anne assists in ensuring that all client concerns are addressed promptly and efficiently. Lee Anne joined the firm in January 2016 after twenty-five years of motherhood,...
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