Prior to joining Lawton Partners in 1985, Mark was himself a client of the firm but soon recognized that he could apply his professional skills in marketing, accounting, economics and business management to help others reach their financial goals. This 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 stellar reputation as a retirement, estate, corporate and investment planning specialist and 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 (CFP) and a Trust and Estate Practitioner (TEP), holds a Securities Certificate and has completed several courses which have enabled him to better serve his clients.
An advocate of a healthy work-life balance, Mark and his wife, Gloria, have two daughters and he counts 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 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.
Return to AdvisorsWendy Winther, CFP, 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, have been 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 Gerry
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 makes Freda a pleasure to deal with.
In addition to conducting general administration duties, Freda provides team liaison, processing trades, and preparation of presentation and communication materials.
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