Our Team - Private Wealth Services

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David F. Lau, JD, CLU, ChFC

Director

Mr. Lau brings over 40 years of experience in the areas of wealth and estate planning, risk management, retirement planning, and asset protection. Under his leadership, the firm has grown from what was principally an insurance and benefits firm into a diversified financial services boutique with specific expertise in private wealth management and corporate benefit solutions.

David graduated with honors from DePauw University (Greencastle, IN) with a Bachelor of Arts, after which he entered the financial services profession, joining his father's Lau & Associates in 1973. In 1975, Messrs. Lau changed the name of the firm to Lau & Lau Associates in recognition of their new partnership. During this time, Dave attended the Detroit College of Law at night, graduating with a Juris Doctor in 1978.

Dave received the Chartered Life Underwriter (CLU) designation in 1983, Chartered Financial Consultant (ChFC) in 1984, and Life Insurance Counselor (LIC) in 1987.

Mr. Lau is a member and has been a board member of numerous industry organizations, including the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Service Professionals, the Association for Advanced Life Underwriting (AALU), and the Financial and Estate Planning Council of Metro Detroit, Inc. David is a Life and Qualifying Member of the Million Dollar Round Table, and a frequent speaker to industry and community groups.

David F. Lau is not engaged in the practice of law on behalf of Lau & Lau Associates, LLC or MML Investors Services, LLC.

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Jonathan D. Lau, CPWA®, CFP®, AEP®

Jonathan graduated from DePauw University's Honor Scholar Program with a Bachelor of Arts. Following in the footsteps of his grandfather, Donald F. Lau, and his father, David, Jonathan joined Lau & Lau Associates in 2004. He has been integral in developing the firm's robust, institutional private client investment management offerings. In 2013, Jonathan completed the Master of Science in Financial Services degree at The American College (Bryn Mawr, Pennsylvania). In 2014, he completed a graduate level executive certificate program in private wealth management at the University of Chicago Booth School of Business.

Jonathan is the third generation at Lau & Lau Associates and is committed to continuing the firm's legacy of highly personalized client service and comprehensive wealth planning. A Certified Private Wealth Advisor® designee, he specializes in the wealth management process: the accumulation, preservation and transfer of wealth - and greatly enjoys developing long-term client relationships.

Jonathan is a member of the Investment Management Consultants Association®, the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Services Professionals, and the Financial and Estate Planning Council of Metro Detroit, Inc.

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Robert J. Grabiel, CFA, AIF®

Robert graduated from DePauw University's Management Fellows Program in 2004 with a Bachelor of Arts in Economics. He earned his Master of Business Administration degree from the University of Michigan's Stephen M. Ross School of Business in 2011. He is also a CFA charterholder.

Robert spent the early part of his career as an analyst for institutional asset managers, including the Treasurers of Ford Motor Company and Owens Corning along with a number of hedge fund clients at Bank of America.

Originally coming to Lau & Lau Associates as a client, Robert understands the tremendous value of highly personalized client service in the financial planning process and now plays an instrumental role in advising the firm's personal and corporate clients alike.

Rob is a member of the CFA Society of Detroit.

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Charles E. VanSwearingen, CPA

Charlie joins Lau & Lau Associates with over 35 years of experience in financial services, most recently as the CFO of Ally Insurance. Prior to his time at Ally, Charlie served as the CFO of LaSalle Bank, Michigan and, before that, CFO of Michigan National Corporation. He also served two terms on the Board of Directors of the Federal Home Loan Bank of Indianapolis.

A native of Pittsburgh, Charlie graduated from Grove City College in 1976 with a degree in Accounting and obtained his MBA with a concentration in Finance from the University of Pittsburgh in 1982. Charlie brings to the Lau & Lau team a lifelong passion for wealth planning and the desire to help families obtain their financial goals. A CPA, Charlie is a member of both the American Institute of Certified Public Accounting and the Michigan Institute of Certified Public Accounting.

Charles E. VanSwearingen is licensed but not practicing as a CPA on behalf of Lau & Lau Associates, LLC or MML Investors Services, LLC.

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Brandon Viers

Brandon joined Lau & Lau Associates in 2013 as a Client Relationship Manager, working with both clients and their professional advisors in account and policy service. Brandon has over 7 years of experience in the financial services field, most recently as a senior branch office administrator at a national independent broker-dealer firm. He graduated with distinction from the University of Michigan (Ann Arbor) and holds a Bachelor of Arts degree in Anthropology and History; he holds the FINRA Series 6 and 63 securities registrations.

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Shelly Lock

Shelly joined Lau & Lau Associates in 2012 following an 11 year career as a producer and service associate with a leading national property and casualty insurance carrier. She holds a Bachelor of Science degree in Mathematics and Spanish from Central Michigan University. She currently serves as a Client Relationship Manager, working with both clients and their professional advisors in account and policy service.

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Leslie Sikes

Leslie joined Lau & Lau Associates in 2014 as an Office Administrator, following a career in advertising and purchasing. Leslie has a passion for efficiency and organization, and brings a positive attitude to everything she does. Leslie grew up in Bloomfield Hills, and studied at Mary Baldwin College in Staunton, Virginia.

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Meloney L. Lau

Meloney holds a Bachelor of Business Administration (Finance) from James Madison University (Harrisonburg, VA) and the FINRA Series 7 securities registration. Meloney has completed the educational component of the CFP Board of Standards CFP® Certification program and has worked in the financial services industry since 2004.

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Donald F. Lau, CLU (1911-1980)

Following his graduation from the University of Michigan (Ann Arbor), Mr. Lau founded Lau & Associates in Detroit in 1940. He served in the Army during World War II and was discharged at the end of the War in the grade of 1st Lieutenant. Following the War, Mr. Lau served as an adjunct professor of insurance at Wayne University (now Wayne State University), received the CLU designation from The American College of Life Underwriters in 1949, and in 1955 graduated from the CLU Institute at the University of Wisconsin. A Life and Qualifying Member of the Million Dollar Round Table, he was named 'Man of the Year' by Massachusetts Mutual Life Insurance Co. ("MassMutual") in 1953 and again in 1957.

Mr. Lau served as a Board Member of the Detroit Life Underwriters Association, the YMCA, and Kirk in the Hills Presbyterian Church. He was a member of the Detroit Athletic Club, Otsego Ski Club, the Lost Lake Woods Club, and Crystal Downs Country Club. He was an Eagle Scout and a lifelong friend of the Boy Scouts of America.

Mr. Lau's professionalism, integrity and commitment to community were the hallmarks of his professional life and set the standard for the firm's corporate ethos.