BA Econ., TEP, CPCA, Chartered Financial Planner®
Prior to joining Lawton Partners in 1985, Mark was a client of the firm. However, he soon realized that he could apply his professional skills in marketing, accounting, economics and business management to help others reach their financial goals. The extensive, real-world experience that Mark brings to financial planning is one of the main reasons his clients value the advice, strategic advantages and benefits they gain from working with him.
Over the past 25 years, Mark has built a solid reputation as a retirement, estate, corporate, and investment planning specialist. His practice continues to grow almost exclusively through client referrals. This is undoubtedly due to his commitment to viewing each client as an individual with unique financial needs. Mark is a Chartered Financial Planner® professional and a Trust and Estate Practitioner (TEP). He also holds a Securities Certificate and has completed several courses that have enabled him to better serve his clients.
Mark and his wife, Gloria, have two daughters. An advocate of a healthy work-life balance, Mark considers gardening, cooking and socializing with friends among his outside interests. He is active both as a volunteer and as a board member of several community organizations including Balmoral Hall School, Communities in Bloom, DASCH, Friends of the Assiniboine Park Conservatory, the Kidney Foundation of Winnipeg, Manitoba Theatre Centre, Winnipeg Art Gallery, Winnipeg Symphony Orchestra, and the YMCA.
Travis GesellB.Sc., B.Comm. (Hons.), CPA
Prior to joining Lawton Partners in 2016, Travis worked with a public accounting firm for four years while obtaining his Chartered Professional Accounting (CPA) designation. While working at an accounting firm, Travis realized the part of his job that he enjoyed most was helping clients. He recognized that the skills he had learned, such as accounting and tax, could be applied to help clients reach their financial objectives.
Wendy is a CERTIFIED FINANCIAL PLANNER®, and a Registered Health Underwriter (RHU). In fall of 2004, Wendy joined Lawton Partners to assist Mark Mancini.
Prior to Lawton Partners, Wendy spent 24 years employed by a major financial institution. She has experience in client service, administration, lending, investing, and financial planning. Her experience and knowledge, along with her organizational skills, continue to be an asset to the team.
“Ability is what you’re capable of doing. Motivation determines what you do. Attitude determines how well you do it.” – Lou Holtz
Freda’s 20 years of experience in the customer service field has been put to excellent use since she joined Lawton Partners in 1999. Her quiet conscientiousness is one of Freda’s greatest strengths.
In addition to conducting general administration duties, Freda provides liaison between team members, processes trades, and prepares presentation and communication materials.