Lawrence Lexow, CFS®, CRPS®, CPFA®

Professional experience

1993 - Present              BCL Financial Management Consultants, Inc.    

President

§  Third Party Administration Firm, TPA, founded 1963.  Qualified Retirement Plan Design, installation, and on-going administration.  Nationally recognized as an Elite TPA for Mass Mutual Retirement Services, Lincoln Financial TPA Advisory Council Member, Approved TPA for American Funds, as well as others. 

1994 - Present              Lexow Financial Group                                     

President

Comprehensive Financial Services company.  Serving the needs of individuals, families, and businesses in the areas of asset accumulation, wealth protection, life-disability-long term care insurance and Financial Planning.* 

Education

1971 - 1974                   Southern Illinois University Edwardsville, Illinois 

Bachelor of Science – Mass Communications

§  Post Graduate studies in Business Administration

1993 - present               American College/Bryn Mawr, Pennsylvania      

Completed course work in Income Taxation, Financial Planning, Investments, and Retirement Planning

Accreditations

Certified Fund Specialist, CFS,

Certified Plan Fiduciary Advisor, CPFA

Chartered Retirement Plans Specialist, CRPS

Professional Memberships

National Association of Insurance and Financial Advisors, NAIFA

American Society of Pension Professionals and Actuaries, ASPPA

Million Dollar Round Table, MDRT – Lifetime Member

Associations

Edwardsville Glen Carbon Chamber of Commerce

Articles Published Include

Retirement Planning; Roth IRA’s; Estate Planning; Long Term Care Planning; Qualified Plan Designs; Tax Saving Ideas; Life Insurance; Mutual Funds; Business Planning; 2001 Tax Reform Act; Economic Growth and Tax Relief Reconciliation Act, EGTRRA;

Additional professional activities

Sponsor of The SIUE Mississippi Valley Family Business of the Year Awards 1996 - 1999

Sponsor of The Mass Mutual Family Business of the Year Awards 1996 – 1999

Certified by the National Association of Insurance and Financial Advisors, NAIFA, to instruct continuing education courses in all 13 – subject areas of advanced study for insurance and investment specialists

Approved by State of Illinois as continuing education instructor in the area of retirement planning, advanced sales, estate planning and investments

Awards

Million Dollar Round Table, MDRT, Court of the Table Recognition

Mass Mutual Leaders, Blue Chip Council, and Top of the Council

Quality Business Award

Century Circle Award

National Quality Award

General Agents and Managers Association Award

Volunteer experience

Past President, Alumni Association Board of Directors, Southern Illinois University, Edwardsville, Illinois 1999 - 2010

Southern Illinois University Edwardsville Foundation Board Member

Appointed by United States Secretary of the Treasury in 2001 to serve as an Illinois representative to the Taxpayer Advocacy Panel, TAP, on the Area Four committee and the National Ad Hoc Issue Committee as authorized under and reporting to The National Taxpayer Advocate and the Internal Revenue Service, IRS.  2001 – 2005

Hobbies

Professional Audio, Video and electronic systems design.

 Instructing Women’s Self Defense and Judo classes; Thirty-five years experience – Third Degree Black Belt, Sandan.