Who We Are

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Our Story

Franklin-Lavery & Associates, Inc. was founded in January of 1989 by Kirk Franklin and Mike Lavery. After spending the majority of their careers in banking, Kirk and Mike decided to use their collective financial expertise to enter into the investment business, expanding the services offered to the many clients they had served over their careers.  Though both Kirk and Mike are now enjoying a well-deserved retirement, they were able to create a legacy firm that will continue to meet the needs of its clients for generations to come.

Taking the name our Registered Investment Advisor, our Quincy, Illinois office is now known as IPI Wealth Management.  Under the leadership of John Lavery, Chris Mackenzie and Garrick Batley, our Quincy office serves clients in over 25 states.  We have created a high caliber team of advisors and staff with specific designations, certifications and continuing education to make us extremely attractive and unique in our industry.  We focus on much more than investment management.  Our expertise in financial planning as well as life planning allow us to provide holistic service to our client base.   

Simply put, we exist to help our clients plan for a life well lived.  So dream big, make an impact and live life to the fullest!

 

Your Team

Garrick Batley MS, CFP®

Partner - Senior Lead Advisor

 

David Dahl MBA

Client Service Associate

 

Julie Hess 

Director of Client Services

 

Nathan Kewney 

Client Service Associate

 

John Lavery CPWA®

Managing Partner

 

Chris Mackenzie RLP®

Partner - Senior Lead Advisor

 

Kent Stegeman MBA

Lead Advisor

 

Tiffany Wharton 

Lead Advisor