Francis Financial

Shweta Lawande is a Certified Financial Planner (CFP®) with four years of industry experience. She has been with Francis Financial since 2016 and works as part of a seven-advisor team based in New York, NY. Prior to her advisory role, she was affiliated with New York University from 2012 to 2016. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers investment supervisory services, comprehensive financial planning, and specialized divorce financial planning, utilizing both discretionary and non-discretionary account management with a focus on asset allocation and mutual fund/ETF analysis.

Matthew Haertzen is a CFP® and CFA® with 12 years of experience in the financial industry. He has worked at Cornerstone Portfolio Research since 2022 and previously held roles at WT Wealth Management, Four Peaks Wealth Management, and Georgia Biofuels. Haertzen is also a finance lecturer at the University of Arizona, where he has taught since 2017. Cornerstone Portfolio Research provides discretionary investment management and consulting services exclusively to other registered investment advisers, acting as an outsourced chief investment officer. The firm employs a manager-of-managers approach to construct customized portfolios using mutual funds, ETFs, and separately managed accounts, managing approximately $1.85 billion as of the end of 2024.

Madison Mount is a CFP® professional at Francis Financial with four years of industry experience. Prior to joining Francis Financial, Madison worked at Novi Wealth Partners and Northwestern Mutual. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers personalized investment management and comprehensive financial and divorce financial planning, with services tailored through individual investment policy statements and a combination of discretionary and non-discretionary management strategies.

Daniel Smith is a CFP® and Series 65-licensed financial advisor at LIDO with two years of industry experience. He previously worked at Exchange Capital Management Inc for six years and has a background including Michigan State University and a brief role in pediatric dentistry. LIDO serves a diverse client base including high-net-worth individuals, family offices, pensions, and trusts, offering investment management, financial planning, family office, and fiduciary services. The firm employs an integrated wealth management approach featuring core equity, fixed income, alternatives, and derivatives, and manages accounts primarily on a discretionary basis while providing tailored asset allocation and access to private funds and options platforms.

Natalie Colley is a CFP® professional with Francis Financial in New York, NY, where she has worked since 2015. She has four years of industry experience as part of a seven-advisor team at the firm. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm specializes in investment supervisory services, comprehensive financial planning, and divorce financial planning, employing a range of strategies with quarterly portfolio reviews.

Brenda Sakon is a CFP® with three years of industry experience currently advising at Francis Financial in New York, NY. Her prior roles include positions at Chicory Wealth and Benedetti, Gucer & Associates. Outside of finance, she has experience working with Immaculate Heart of Mary Catholic Church and previously operated Numma Numma LLC. Francis Financial is an SEC-registered advisory firm managing approximately $803 million, serving individual and high-net-worth clients. The firm offers personalized portfolio management, comprehensive financial and divorce planning, and emphasizes strategies including asset allocation and mutual fund/ETF analysis.

Alexandra Shepis is a CFP® professional at Francis Financial with four years of industry experience. She has been with Francis Financial since 2018, including the firm's current team structure since 2023. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers investment supervisory services, tailored portfolio management, comprehensive financial planning, and specialized divorce financial planning, utilizing a mix of long- and short-term strategies and occasionally engaging third-party discretionary managers.

Stacy Francis is a CFP® certified financial advisor with 10 years of industry experience, currently practicing at Francis Financial in New York, NY. She founded and serves as a board member of Savvy Ladies, a nonprofit focused on financial education, where she coordinates board meetings, designs education programs, and participates in speaking engagements. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual clients, including high-net-worth households. The firm offers personalized investment supervisory services, comprehensive financial and divorce financial planning, utilizing asset allocation and both long- and short-term strategies, with a focus on women’s financial well-being.

Avani Ramnani is a CFP® professional with nine years of industry experience, currently serving at Francis Financial since 2012. She is part of a seven-advisor team based in New York, NY. Francis Financial is an SEC-registered advisory firm managing approximately $803 million for individual and high-net-worth clients. The firm offers personalized portfolio management, comprehensive financial and divorce financial planning, and employs both discretionary and non-discretionary strategies with a focus on asset allocation and mutual fund/ETF analysis.

Michael Gawlik is a CFA® charterholder with Francis Financial, a New York-based advisory firm. He is part of a team of nine advisors at the firm. Francis Financial manages approximately $803 million for individual clients, including high-net-worth households, offering investment supervisory services, portfolio management, comprehensive financial planning, and specialized divorce financial planning. The firm employs a variety of strategies, including asset allocation and mutual fund/ETF analysis, and provides educational resources focused on women’s financial well-being.