Our Qualifications

Hugh Lau, CIMA®
Senior Vice President, Financial Advisor

Hugh began his career in 2000 at A.G. Edwards & Sons and moved the 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 is currently on the Tabitha Foundation Board and actively volunteers for various community projects and has served on the Board of Directors for the Madonna Foundation. He has been married to his wife, Shannon, since 2001 and they have a son, Alex, who was born in 2011, that keeps the couple very active.

JoAnn Kreitman, CWP
Senior Registered Associate

JoAnn joined the Lau Financial Group in 2004 at A.G. Edwards & Sons. She holds both the Series 7 and 66 licenses and is a Comprehensive Wealth Planner. 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 is the past chair of the Stransky Concert Series and volunteers locally for community radio station KZUM, Friendship Home 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.