Lulu Hartman,

As a financial advisor, I strive to provide compassionate and personalized guidance to my clients. I am committed to advocating for their best interests, helping protect their assets, and equipping them with the tools and strategies they need to flourish. Through thoughtful risk assessment, leveraging tax-efficient strategies and prudent investment principles, I empower my clients to protect their wealth, optimize their financial resources and work toward securing a prosperous future for themselves and their loved ones. From young individuals and families to seasoned professionals and business owners approaching retirement, positioning client assets with a strong financial plan at the foundation is essential to achieving any financial goal.

My passion for helping individuals navigate the complexities of financial planning and wealth management stems from a deeply personal experience. After my father's tragic death in a scuba diving accident in 1991, I witnessed my mother struggle to make financial decisions on her own. As a 31-year-old grieving widow with two young children, she was thrust into unfamiliar territory and became an easy target for those who were eager take advantage of her vulnerable state. The financial resources, assets and burdens left to her after my father’s passing forced her to navigate financial complexities she understandably could not effectively manage on her own. A genuine and trustworthy financial advisor would have been invaluable for our family.

Witnessing my mother's struggles firsthand left an indelible mark on me. It has fueled my determination to help others to make informed financial decisions, helping them to prepare for potential curveballs and protecting their wealth. After the birth of my son, I vowed to expand my knowledge and grow as a financial professional, aiming to prevent my clients from facing hardships like those my family endured when I was young. Every person has a financial picture that is unique and tells a story. Oftentimes, those stories span generations. I hope to enable individuals to take control of their financial futures and avoid the pitfalls that can arise from lack of financial literacy and planning. I am dedicated to serving as a long-term trusted partner and advocate for my clients, helping them navigate life's financial challenges with clarity and confidence.

Over the past decade, prior to joining Raymond James, I owned and operated various small businesses. I graduated from Oakland University where I earned a bachelor’s degree in English. I live with my wife, Alexandra, and our son. We have a dog, Mazie, and a cat, Tuna. I love golf, cycling, vinyl, live music, film, comedy, great food and travel.