LAU FINANCIAL GROUP

Financial Advisors with D.A. Davidson & Co.

CONNECT

Address:

1248 O St., Suite 890
Lincoln, NE 68502

Phone:

(402) 420-8500

(877) 470-0444

Fax/Other:

(402) 420-8501

Our Qualifications

R.B. Lau, CFP®
Senior Vice President, Financial Advisor

R.B.'s work with his clients is enhanced by his extensive experience in the securities industry. He is a CERTIFIED FINANCIAL PLANNER™ professional who started in the industry in 1976.  Most of his years were spent with A.G. Edwards & Sons, which was later acquired by Wachovia/Wells Fargo. In 2009, the Lau Financial Group joined D.A. Davidson & Co.

R.B. holds a bachelor's degree in business adminstration with an emphasis in economics and finance from the University of Nebraska. An active volunteer, he has served past terms as President of the Lincoln Country Club, member of the Advisory Board of the Lincoln Community Foundation and Trustee of the First Plymouth Church. He has been married more than 45 years to Jan and they have three grown children.

Hugh Lau, CIMA®
Senior Vice President, Financial Advisor

Hugh and R.B. Lau formed their partnership, the Lau Financial Group, in 2000, and together they moved their business to D.A. Davidson & Co. in 2009. Hugh earned the prestigious Certified Investment Management Analyst® professional designation in 2007, administered by the Investment Management Consultants Association and taught in conjunction with the Haas School of Business, University of California, Berkeley. He also holds a bachelor's degree from the University of Iowa.

Hugh actively volunteers for various community projects and has served on the Board of Directors for the Madonna Foundation. He has been married to wife Shannon since 2001 and they have a son, Alex, who was born in 2011 and keeps the couple very active.

JoAnn Kreitman, RP®
Senior Registered Associate

JoAnn joined the Lau Financial Group in 2004 beginning at A.G. Edwards & Sons. She holds both the Series 7 and 66 licenses and is a Registered ParaplannerSM professional. Her self-starting approach and innovative thinking bolster the Lau Financial Group's operations. JoAnn either makes it happen or finds someone who can.

JoAnn holds a bachelor's degree in business management from Doane College. She chairs the Stransky Concert Series and volunteers locally for community radio station KZUM, Lincoln Community Playhouse and the People's City Mission. When not working, JoAnn and husband Royce can be found supporting local arts, and enjoying life with their four grown children.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck