Our Team
John E. Levee CWS®
President
John is President of Advanced Wealth Strategies Group, founding the company in 1989. He is also the founder and owner of Advanced Capital Management. For more than 20 years, John has been an educator on growing and preserving assets, maximizing income, and minimizing taxes.
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Chris LaRochelle MBA, MS PFP, CFP®
Financial Advisor
Chris has been an advisor since 2004, and during that time he has experienced/assisted clients through many different scenarios. He is very passionate with his work, and he realized that he has the ability to assist individuals in areas of their lives that are very important to them now, and in the future.
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Derek Levee
Portfolio Strategist
Derek received formal schooling at DeVry University in business management, accounting, finance and economics. He then became a financial analyst for several Fortune 500 companies, including First Texas Bank and First Allied Securities.
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Laurie Levee
Corporate Controller
Laurie is responsible for the internal auditing and financial accounting for all of the Advanced Wealth Strategies Group affiliated companies. In addition, she oversees the preparation of payroll, tax returns and financial reports.
