Independent Pharmacy Consulting Group

Lawrence Barrett, a Sagemark Consulting Private Wealth Services Select Planner, has 47+ years’ experience in sales/financial services industry since graduating from Ohio Northern University in 1971 with a BSBA. He specializes in comprehensive estate, business succession, retirement and investment planning for high net worth individuals and businesses, using his knowledge, experience and sophisticated support systems to determine appropriate financial strategies for successful business owners, executives and retirees. Since the mid-1970s, Lawrence has had a passion for and built a specialty niche in the Independent Pharmacy arena. He works with Cardinal Health/Leader Drug providing Financial, Estate and Business Succession Planning for their Independent Pharmacy Network. He has been a keynote CE speaker for Cardinal Health RBC for over 16 years and speaks at several state pharmacy associations along with meetings of NCPA, United Drug and AAP. He frequently speaks to pharmacy students at several universities about the merits of Independent Pharmacies. Lawrence has been consistently recognized by Lincoln Financial/Sagemark for advanced levels of personal production and service. He’s a member of the Million Dollar Roundtable, the Cleveland Association of Insurance and Professional Advisors, Estate Planning Council, ONU College of Business Administration Advisory Board, including Chairman for 12 years, ONU Gift and Estate Planning Council, member of the Cleveland Association of Life Underwriters and honored in 1997 with the Third Life Award and National Quality Award. He also received the Distinguished Alumni Award from ONU in 1997. He does motivational speaking for high schools, colleges and businesses. Lawrence C. Barrett, CLU, ChFC, AEP® (216) 591-2392

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