Broker Check

The Evolution of Lawry | de Freitas Timeline

Lawry | de Freitas Wealth Management was created with a vision of an independent, relationship based, advice driven practice. The combination of being independent as well as focusing on growing and deepening our client relationships allows us to be the trusted resource our clients turn to as life progresses. Below is the evolution of our story.


Lawry | de Freitas transition clients from third and fourth businesses

February – Jon and Nick finalized paperwork at the bank to be the successors for Rex Brenton/Karen Curry and Michael Binns.


Succession Agreements are Finalized

December – The Lawry | de Freitas Team meets with Rex Brenton and Karen Curry to sign documents and strategize for a smooth client transition.

• November – Lawry | de Freitas Team signs documents with Mike Binns.

• July – Jon Lawry obtains his CFP certification.

• June – October – Lawry | de Freitas team submits buyer profile with Succession Resource Group (SRG) to be the successors for Rex Brenton and Karen Curry.

• May – Jon and Nick finalize agreement with Platika Financial’s clientele.


Teresa Brown choose Lawry | de Freitas Wealth Management as successor

• October – Lawry | de Freitas finalizes transition for TMB Financial clientele. 

• January – Teresa Brown and Lawry | de Freitas Wealth Management begin the negotiation process to be the successors for TMB Financial.


February - Metlife announces their plan to sell advisors to Mass Mutual. Jon and Nick begin the process of interviewing broker-dealers to remain objective in the advice they give to their clients.

• April - Lawry | de Freitas Wealth Management, LLC is created with Securities America Inc. as their independent broker-dealer.

• August - Lawry | de Freitas hire Virginia Kiser (Rice) as their assistant.

2011 Is Created

November – Jon and Nick combine their practices and begin the official team of Lawry | de Freitas at MetLife.


Jon gets out of management to focus on building his wealth management practice


• February – Nick begins his career with New England Financial (NEF).
• October – Nick and Jon’s NEF office merges with the MetLife Financial Planning Division in Lake Oswego.


Nick resigns from the Portland Police Bureau to begin other career opportunities


Jon is promoted to Manager and begins hiring/training financial advisors


Nick Is hired to the Portland Police Bureau – Patrol Division, North Precinct


Jon Graduates from Oregon State University, and begins specializing in Long-Term Care Insurance at New England Financial


Nick Graduates from Western Oregon University


Rex Brenton and Karen Curry leave Waddell & Reed to start their own independent firm


Diana Platika begins her career in the financial services industry


Teresa Brown begins her career in the financial services industry


Karen Curry begins her career in the financial services industry


Rex Brenton and Michael Binns both begin their careers in the financial services industry