Kristor J. Lawson (Secretary & Treasurer) is Managing Shareholder and Chief Compliance Officer of Schultz Collins. He has been a financial advisor since 1982. He specializes in portfolio supervision for individuals, corporations, and retirement plans. He has advised legal and accounting firms, charitable institutions, and entrepreneurs on investments, planned giving, executive benefits, estate and retirement planning. He was Manager of the Bay Area Branch of Transamerica Financial Resources, Inc. (member FINRA) from 1989 to 1993, where he supervised 25 financial consultants, assisting with their most difficult financial and estate planning cases. From 1993 to 1995 he played a similar role as Director of Financial Center Development for the Bay Area Financial Center of the Acacia Group and Calvert Securities, Inc. (member FINRA). Mr. Lawson studied philosophy, economics, and psychophysiology at Indiana University (Bloomington). He is certified as a Financial Planner by the Certified Financial Planner Board of Standards, and holds both Chartered Financial Consultant and Chartered Life Underwriter degrees from the American College in Bryn Mawr, PA. He is a Registered Principal of Financial Telesis, Inc. (member FINRA). His articles have been published in the Journal of Asset Protection and the Journal of Financial Planning. He is a member of the Financial Planning Association.
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