Stephanie Lawrence

Stephanie Lawrence Director of Operations

Office: 281-501-1791

Stephanie joined the team in 2021 and brings 20 years of financial services expertise to the firm. She oversees all cybersecurity, technology and operational areas and has extensive experience in both compliance and finance. Prior to joining RIA ADVISORS, Stephanie played a key role as Global Account Manager for Caplin Systems, a London based middle-ware financial technology company, where she contributed to the launch of their satellite office in New York spending her time between both the London and New York offices. Her role included working with all major exchanges such as NYSE, NASDAQ, NYMEX and CME, as well as leading data analytics and research providers to offer one of the first disruptive thin client trading platforms to individuals and institutions. From there, Stephanie moved to the RIA space in Houston, TX with a focus on finance operations, investor relations, reporting and technology platform development and integrations.

As a mother of three, Stephanie understands the benefits of organization and planning. She takes on active leadership roles within her children’s schools and sits on the board for Throttle Therapy, a charitable organization providing military transitional services and support, resources and awareness to combat and prevent veteran suicide. As a former athlete, Stephanie expresses her competitive spirit by coaching a league winning youth volleyball team.

Connie Mack
President and Founder, AIF®, AAMS®, CRPS®
Richard M. Rosso
Director of Financial Planning, CFP®
Lance Roberts
Chief Investment Strategist
Michole Fields
Compliance Manager and Controller, AAMS®
Brent Clanton
Executive Producer – Lance Roberts Show
Karen Roan
Director of Investment Relations
Samantha Samolu
Client Service Manager, MBA®
Danny Ratliff
Senior Financial Advisor, CFP®, ChFC®
Michael P. Lebowitz
Portfolio Manager, CFA®
Frank Marrone
Senior Financial Advisor, CFP®, CRPC®
Craig Severin
Sr. Financial Planner, CFP®, NSSA®
Nikki Brock-Maruska
Human Resources and Investor Event Planning
Jonathan Penn
Senior Relationship Manager, CFP®
Pashaa Simmons-Green
Client Services Administrator
Tom Allen
Retirement Plan Consultant
Nick Lane
Financial Analyst, MS