Meet the Team
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Judy founded Lau Associates as a financial planning firm in 1985 and today serves as Executive Chairman of the multi-family office firm of financial planning, investment, and tax professionals, as well as a Senior Financial Planning Advisor. Her expertise includes personal financial planning, estate planning, inherited wealth issues, the psychology of money, developing human capital, and facilitating family meetings.
For many years, Judy was active on the national level in the financial planning field. From 1991 to 1998, she served on the National Board of Directors for the Institute of Certified Financial Planners, a 13,000-member financial planning organization, finishing as Chairman of the Board in December 1998. She has served as a trustee for the National Foundation for Financial Planning and has been active on many community boards.
Judy received her B.S. in Education from Kansas State University, and her M.S. in Education from Portland State University. She has been quoted in publications such as the Wall Street Journal, USA Today, Washington Post, New York Times, Forbes, Money, Time, and the Journal for Financial Planning. Judy has worked on programs for National Public Radio, been featured on NBC’s “Today Show” and CNBC’s financial programs, and recognized as one of the nation’s top financial advisors by such magazines as Worth, Bloomberg Wealth Manager, and Medical Economics.
Jake joined Lau Associates in 1998. In his role today as President, Jake is responsible for overseeing all daily activity at Lau, managing client relationships, and providing direction for the business. In addition, Jake serves as a Senior Investment Advisor where his primary responsibilities include due diligence and manager selection as well as the development of investment strategies to help clients mitigate risk and meet their long term goals.
He holds a B.A. in Economics from the University of Delaware and he also holds the CMFC designation.
Jorge joined Lau Associates in 2004 and serves today as the firm’s Chief Executive Officer as well as a Senior Financial Planning Advisor. He brings to the firm over 29 years of experience at DuPont, where he held various business, marketing and leadership roles. Most recently, as a Managing Consultant for DuPont, his area of expertise was in helping businesses develop long term business and marketing strategies. Jorge has a strong international experience having lived and worked for extended periods of time in Mexico and Brazil.
Jorge holds an MBA from ITAM (Mexico City), a B.S. in Chemical Engineering from UNAM (Mexico City), and received his CFP® certification in 2007. He is fluent in Spanish and Portuguese.
Cindy joined Lau Associates in 2002 and serves today as the firm’s Chief Financial Officer and as a Senior Financial Planning Advisor. Cindy provides tax and estate planning advice to Lau’s clients, as well as recommendations for business succession, buy/sell agreements, option exercise strategies, and risk management. Prior to joining Lau Associates, Cindy was the President and Founder of L. Peterson, P.A., a certified accounting firm, which provided income tax planning and preparation, estate planning and litigation support to individuals. Prior to June 1998, she was Tax Director for Truitt, Sarnecki & Associates, P.A.
Cindy received her Bachelor of Science degree in accounting from the University of Delaware and obtained her CPA designation in 1984. She received her CFP® license in 2005.
Cindy is a member of the board of directors of Tri-State Bird Rescue, a non-profit organization dedicated to the rehabilitation of injured and orphaned wild birds.
Tom joined Lau Associates in 2011 and serves today as the firm’s Chief Investment Officer as well as a Senior Investment Advisor. Prior to joining Lau Associates, Tom founded Diamond Portfolio Advisors, LLC, a boutique investment management firm serving institutions and high net worth individuals focusing on high quality stocks. Before that Tom had served as Chief Equity Officer for Farmers Insurance in Los Angeles, Senior Portfolio Manager with John Hancock Mutual Funds in Boston, and as a founding member of John Hancock International Operations, working both in Boston and Hong Kong.
Tom graduated cum laude in Philosophy from Harvard College in 1982 and received his CFA® charter in 1993.
Joel joined Lau Associates in 2015 as a Senior Financial Planning Advisor. He brings to the firm over 20 years of experience in financial planning and wealth management, most recently as Vice President and Senior Wealth Planner at Janney Montgomery Scott (JMS) in Philadelphia. At JMS he advised high net worth families from around the country on issues and solutions relating to cash flow management, estate planning and tax planning. Prior to JMS, Joel held senior level positions with firms such as SEI Investments, PaineWebber and U.S. Trust.
Joel received his B.A. degree in Economics from the University of Pittsburgh and is a Certified Financial Planner (CFP®) and an Accredited Estate Planner (AEP®).