James Lawson is a financial advisor with Heritage Financial Network, Inc. in Concord, MA, holding 32 years of industry experience. He has been with Ropes & Gray since 1981. Heritage Financial Network, Inc. provides fee-based investment advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and business entities. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across various asset classes, and manages approximately $85 million in client assets.

Charles Lawson is a CFP® with 32 years of experience in the financial advisory industry. He has been with Heritage Financial Network, Inc. since 1986. Outside of his advisory work, Lawson is an ice skating instructor, dedicating several hours per week to teaching. Heritage Financial Network, Inc. is an independent firm that provides fee-based investment advisory and financial planning services to a variety of clients including individuals and institutions. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across diverse asset classes to manage risk and pursue performance improvements.