Planning your financial future can feel overwhelming, but we’re here to make it simple. We offer personalized guidance that helps you take confident steps toward your goals.
Our Team
Todd Johnson
Growing up in a household where financial struggles were a constant reality, Todd witnessed first-hand the importance of sound financial and risk management planning. Determined to break the cycle, he pursued a career in financial advising, dedicating his expertise to helping others build secure financial futures.
A graduate of the University of Illinois, Todd is now a partner in LRW Financial, a financial and insurance services firm. With a deep understanding of financial planning and risk management strategies, he works closely with clients to help protect their assets, mitigate risks, and create long-term stability.
Beyond his professional work, Todd is passionate about giving back to his community. He serves on the board of Heart of the City, a nonprofit that empowers youth in Waukegan and surrounding areas through athletics and academics. His commitment to financial education and community development reflects his mission to help individuals and families achieve financial confidence and success.
Residing in Waukegan, IL, Todd continues to guide his clients with a personalized approach, ensuring they have the tools and knowledge to make informed financial decisions.
Matthew Ligurotis
Matthew Ligurotis is a driven and accomplished professional with extensive experience in the areas of asset management, risk management, and comprehensive financial planning. He has successfully led and managed complex projects across multiple industries.
Matthew is a highly analytical and detail-oriented individual who has a proven ability to work under tight deadlines and deliver results. He has extensive knowledge of financial analysis, budgeting, cash forecasting and financial modeling. His strong communication and interpersonal skills have allowed him to build strong relationships with both clients and colleagues.
A graduate of the University of Kansas, Matthew is dedicated to continuous learning and professional development. He is a CERTIFIED FINANCIAL PLANNER® professional and is a member of several professional associations. Apart from his professional experience, Matthew is an avid traveler and food enthusiast. He loves exploring new places and trying out different cuisines. He also actively supports various charities and social causes in his community.
Morgan Lougee
Morgan Lougee is a Financial Planner with a focus on serving individual, family and business owner clients with their financial planning, investment management and risk mitigation needs. Throughout his career, Morgan has enjoyed working with his clients to prepare for their financial goals and future. He provides objective and customized financial planning, investment management and insurance strategies to help meet the financial needs of his clients.
Morgan is a graduate of Bentley University (Waltham, MA). He received a Master of Science degree in Financial Planning and a Bachelor of Science degree in Corporate Finance & Accounting.
Prior to working in financial planning and asset management, Morgan worked at PricewaterhouseCooper’s (“PwC”) management consulting practice as a finance transformation advisor to Fortune 500 companies. While the clients may have been different, the transformation process is very similar to the financial planning process for individuals and families. This educational and professional experience has provided him with a skillset to look at his clients from a unique viewpoint and identify strategic opportunities to help them enhance their financial future.
Morgan lives in Lakeview, Chicago, and in his free time enjoys spending time with friends, walking his dog, exploring the city’s restaurants and sights, getting time on his bike and traveling when he can.
Why LRW?
Financial Planning Personalized to You
At LRW Financial, we understand that financial planning is not a one-size-fits-all approach. As a comprehensive financial planning group, we focus on providing personalized wealth management, financial planning, and risk mitigation strategies that are as unique as our clients. Our team is committed to offering an exceptional level of client service, making sure you feel supported and confident in every decision you make about your financial future.
Recommendations Tailored to Your Present and Your Future
We take the time to truly get to know you, your goals, and your aspirations. By developing a deep understanding of your current situation and future dreams, we can provide customized recommendations designed to clarify complex financial matters. Whether you are looking to secure financial independence, plan for retirement, or protect your assets from unforeseen risks, we are dedicated to guiding you through every stage of the financial planning process.
No Confusing Financial Jargon
Our mission is to eliminate confusion and provide clarity, helping you make informed decisions that align with your personal and financial goals. At LRW Financial, we are here to help you navigate the path toward financial independence, while ensuring that your plan adapts to your evolving needs and ambitions. With our experienced guidance and a personalized approach, we strive to help you feel confident about where your financial journey will take you.
In addition to supporting your individual financial goals, we also believe in supporting charitable organizations close to your heart. These are just a few of the community services and nonprofits we’ve supported through the years:
Heart of the City Sports
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The Accelerate Institute
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Humble Design
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Lambda Legal
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Chicago House
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Heart of the City Sports • The Accelerate Institute • Humble Design • Lambda Legal • Chicago House •
Organizations listed are not affiliated with MML Investors Services, LLC. or its affiliates.