Charlie Lawson

Charlie Lawson, CPA, currently serves as the Vice President and Tax Services Department Lead at Sequoia Financial Group since April 2025. Prior experience includes a tenure as the Director of Tax Services at Carlson Capital Management from 2013 to 2025, and as a CPA at DeNet Kenefick & Associates from 2008 to 2013. Prior to that, Charlie Lawson held the position of Supervisor at Lawrence Cumpston & Associates, PLLP from 2002 to 2008. Educational background includes a Bachelor of Business Administration in Finance, Investments and Banking from the Wisconsin School of Business.