David has 18 years of experience in the financial services industry. Prior to co-founding Lord & Lord Consulting he served as the primary client and relationship management connection between Newport Group and a select group of non-qualified plan sponsor clients. He also served as a relationship manager for Charles Schwab where he consulted RIA firms as well as worked as a financial advisor for New England Financial.
Rafael de Osma
Rafael attended Rollins College's International Business program. He is a professional waters skier as well as an advocate for democracy in Latin America and the world. Experienced in creating Business Plans for International Companies.
Maria Luisa Lord
With 14th years of experience as a Corporate and international Colombian attorney Luisa is in charge of Business Plans creation and execution. Proud government ambassador of Buga, Colombia. She co-founded NGO "Iniciativa 180" and created of the Annual Florida Business Convention in Sanford. with David Lord.
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