Lawrence Milford is a financial advisor at Holistic Finance LLC in Lakeland, FL, with 13 years of industry experience. He holds the CFP® and CFA® designations along with Series 65 and Series 66 licenses. Prior to joining Holistic Finance, he worked at Ernst & Young LLP for 12 years and had a brief tenure at Workplace Options. Holistic Finance serves individual clients, including high-net-worth households, providing asset management, comprehensive financial planning, estate-planning support, and retirement plan advisory services. The firm employs fundamental analysis tailored to client objectives and offers a range of investment strategies, including private placements and alternative investments, combined with regular financial-planning reviews.

Michael Wheelwright is a financial advisor with Holistic Finance LLC in Ninole, HI. He holds a Series 66 designation and has three years of industry experience, including prior roles at Mass Mutual Investors Services and MassMutual Life Insurance Company. In addition to his advisory work, he is president of Reorganism LLC, a consulting and media production business, and serves as an independent contract consultant assisting with student loans through Student Loan Tutor LLC. Holistic Finance serves individual clients, including high-net-worth households, providing discretionary and non-discretionary asset management, comprehensive financial planning, estate-planning support, and retirement plan advisory services. The firm’s investment approach combines fundamental analysis with client-specific objectives and includes strategies such as long-term holdings, trading, model portfolios, and oversight of private placements and alternative investments.

Scott Humphrey is a financial advisor at Holistic Finance LLC in St. Louis, MO, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Holistic Finance, he worked at Claris Advisors LLC and Wells Fargo Clearing Services. He is also licensed as an insurance agent and engages in insurance sales and services as part of his professional activities. Holistic Finance serves individual clients, including high-net-worth households, providing discretionary and non-discretionary asset management, comprehensive financial planning, estate-planning support, and retirement plan advisory services. The firm’s investment approach combines fundamental analysis with client-specific objectives and offers a range of strategies from long-term holdings to alternative investments, integrating ongoing financial planning and portfolio monitoring.