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
Travis works alongside both Mark Mancini and Susan Stobart to assist their clients in the areas of tax, estate, investment and retirement planning. Travis is committed to developing personalized financial plans for clients to help them meet their financial goals.
Leanne joined Lawton Partners in 2020 to work with the Mancini Team. Prior to joining Lawton Partners, she worked at a major financial institution for over 25 years as a Financial Planner and manager. Leanne is a Professional Financial Planner and has completed many other financial planning courses. Leanne has a strong work ethic and enjoys working with clients to help them meet their financial goals.
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.