Few firms have client relationships that span over 50 years. We do. We are proud of our roots, and we value the multi-generational nature of our practice and our client base. We love our clients and we love our community.
Learn about some of our community involvement.
Corporate Benefit services offered through Strategic Alliance with Corporate Benefit Solutions
*Not affiliated with nor supervised by MML Investors Services, LLC. Lau & Lau Associates, LLC
Corporate Benefit Solutions is not affiliated with nor supervised by MML Investors Services, LLC.
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 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.
After his father David's passing in 2019, Jonathan took over leadership of Lau & Lau Associates as President, becoming the third-generation leader of the firm. He is deeply committed to continuing the family's legacy—founded in 1940—of highly personalized client service and comprehensive wealth planning. A Certified Private Wealth Advisor® (CPWA®), Certified Financial Planner™ (CFP®), and Accredited Estate Planner® (AEP®) designee, Jonathan 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 Investments & Wealth Institute® and the Financial and Estate Planning Council of Metro Detroit, Inc.
Originally coming to Lau & Lau in 2012, I have served both our corporate and individual clients for over a decade now. I had the privilege of working with David Lau for 7 years before his passing in 2019. He was a dear friend and mentor who set countless examples of advising and serving our clients with their best interests in mind. I am now fortunate to help continue his legacy of bringing a positive attitude each day, approaching every client relationship with curiosity and creativity, and most importantly, providing a first-class client experience.
Prior to coming to Lau & Lau, I worked as an analyst for various institutional money managers and earned my CFA charterholder designation. I received a Bachelors Degree in Economics from DePauw University and a Master of Business Administration degree from the University of Michigan’s Stephen M. Ross School of Business.
I have been blessed with a wonderful family, including my wife, Carolyn, and three active kids (Julianne, Loralee and Eddie). We love spending time together, traveling, and being active with extended family in northern Michigan, Ohio, and California.
Charlie joined Lau & Lau Associates in 2014 bringing with him 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 Associates 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.
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 worked in the financial services field since 2008, 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, 7 and 63 securities registrations.
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 Sr. Client Relationship Manager, working with both clients and their professional advisors in account and policy service.
The CLU® is the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.
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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Director, Corporate Benefits Solutions*
Joyce graduated Summa Cum Laude with a Bachelor of Arts from Western Michigan University and has completed post-graduate work at both Central Michigan University and Oakland University. Joyce entered the financial services industry in 1984 and joined Lau & Lau Associates in 1990. She has great expertise in the design, implementation and management of employee benefit, qualified retirement and executive benefit plans. Integral in the development and growth of the firm’s Corporate Benefit Solutions practice, Joyce and her team work in a very collaborative, consultative nature with the firm’s corporate clients – resulting in a number of dedicated, long-term client relationships.
Cindi joined Lau & Lau Associates in 2005 as an employee benefit analyst following a career in the insurance industry. She is currently the Senior Employee Benefit Analyst for the Corporate Benefit Solutions Team. Her interests include reading, gardening, and spending time with her family.
Pam’s career in the insurance industry began in 1988; joining Lau & Lau Associates in 1998. As the Senior Benefits Client Service Specialist, Pam is instrumental in assisting employers and their employees in enrollment, claim and billing processes. Additionally, she provides front-line employer and employee service, works diligently in claim resolution, assists in status change processing and prepares participant communication materials.
Pam is an active member of her church and earned an Associate’s Certificate in Biblical Studies and Leadership Development in 2017. Pam also enjoys traveling and spending quality time with her family.
Jessica joined Lau & Lau Associates in 2015 as a Corporate Benefits Relationship Manager. She has earned a Bachelor of Arts degree in Psychology and Master of Training and Development, both from Oakland University. Jessica has a strong background in human resources with over 10 years of experience in benefits administration. She also holds the Qualified 401(k) Administrator (QKA) credential. Jessica supports client relationships in both the qualified plan and health and welfare areas of our practice, ensuring that client benefit programs are managed to their specific needs. Her strong organizational and communication skills are a benefit to plan sponsors in the development of employee education and communication.
Melinda joined Lau & Lau Associates in 2017 as an Employee Benefits Relationship Manager. She earned a Bachelor of Science Degree in Business Administration and Accounting from Central Michigan University. Melinda worked in the business services industry for over 11 years and has experience assisting clients with financial staffing, HR information management, compliance and business process efficiency. Melinda participates as a member of the group benefits department in implementing and managing employee benefit plans. She is responsible for assisting employers and their employees during open enrollment, managing ad-hoc requests, including problem-solving on administrative issues, and ensuring compliance with professional standards.
Dave created Health Care Answers following a 20-year career as regional director with Assurant Employee Benefits, a national employee benefit insurance firm. Prior to his time at Assurant, Dave served as a Trust Officer at Michigan National Bank, and earlier as the Employee Benefits Manager at commercial insurance brokerage firm, Bayly Martin & Fay.
Dave has been a member of the National Association of Insurance and Financial Advisors (NAIFA) since 1971 and is a charter member of the National Association of Health Underwriters.
Dave serves as a specialist in the area of individual medical insurance and is fully licensed and appointed in senior health care options, including Medicare supplements and Medicare Advantage plans.
Following his graduation from Westfield State College (B.S., Marketing and Management) in 1992, Jason joined MassMutual Financial Group’s Pension Management Division where he worked with consultants and advisors in the sale and service of institutional retirement plans.
Jason has over 20 years of experience in working with both institutional and private clients; his expertise is in executive employee retirement programs, employee benefit plans, personal financial services, risk management and voluntary employee benefits.
He is a member of the Crittenton Hospital Medical Center Foundation (Planned Giving Committee) and the Rochester Regional Chamber of Commerce.
Aiden Krause joined the private wealth team in 2025 as an Associate in Investment Operations and Financial Planning. He collaborates with clients and advisors to design personalized strategies that align with their financial goals. Committed to delivering exceptional service, Aiden holds a bachelor’s degree in accounting from Michigan State University, with minors in Financial Planning & Wealth Management and Real Estate Investment. He is currently pursuing CFP and CPA designations to further enhance his expertise.
Vibha Kondur has been with Lau & Lau Associates since 2020 first as a Benefit Analyst, and now as a Client Service Specialist, assisting with claims, processing, and service items. Prior to starting at Lau & Lau, Vibha worked in construction, real estate, and relocation services. Vibha graduated from Lawrence Technological University in 2013, with a Bachelor of Science in Architecture.
Maryann joined Lau & Lau Associates in 2021 after many years of experience in payroll, human resources, and employee benefits.
David Jones joined Lau & Lau in 2022 as a Benefits Analyst and brings a strong background in the insurance industry, where he has been working since 2017. He enjoys helping clients navigate their benefit options and is passionate about providing clear, effective solutions. Originally from Detroit, David earned his bachelor’s degree in Finance from Baker College.
