7 Jamie Townsend, Lawton Partners

Lawton Partners 
Lawton Partners Financial Planning Services 

In 2011, Jamie Townsend boosted his AUM by 16% to just under $311 million. But it’s not the numbers that drive him – it’s the positive impact his team has on their clients’ lives. “When you combine all the pieces of the puzzle together, from improved tax efficiency and dynamic withdrawals to total wealth accumulation, it is incredibly rewarding,” he says. 

Townsend credits the skills of his team for being able to deliver that kind of impact. “We spent considerable time and resources building out our team and valuable tools to help our clients,” he says. “We will continue to focus on the relentless pursuit of value for our clients and continue to grow.” 

That’s something Lawton Partners has been doing for generations – Townsend is partners with his father, Wayne, and together they have seen the fruits of their labour pass from one generation to the next. “It’s been rewarding to see the impact of the decisions made by the first generation, carried over to the second generation, and the unique advantage that provides a family when it comes to being stewards of their wealth,” he says.