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Meet the Linscomb & Williams Team

Team Members

Our team

We’ve assembled a team of advisors and customer service professionals who are passionate about helping you achieve your goals.  We’re all here, ready to help you achieve your goals.

WEALTH MANAGEMENT TEAM

J. HAROLD WILLIAMS
MANAGING DIRECTOR
CHIEF EXECUTIVE OFFICER
CHAIRMAN

G. WALTER CHRISTOPHERSON
MANAGING DIRECTOR
VICE CHAIRMAN
CHAIRMAN OF INVESTMENT COMMITTEE

PHILLIP HAMMAN
MANAGING DIRECTOR
PRESIDENT
CHAIRMAN OF WEALTH MANAGEMENT COMMITTEE

RYAN PATTERSON
MANAGING DIRECTOR
CHIEF INVESTMENT OFFICER

GEORGE F. WILLIAMS
CO-FOUNDER
MANAGING DIRECTOR
WEALTH ADVISOR

HEIDI DAVIS
MANAGING DIRECTOR
WEALTH ADVISOR

CAROLYN GALFIONE
MANAGING DIRECTOR
WEALTH ADVISOR

SHERI ROBINSON
MANAGING DIRECTOR
WEALTH ADVISOR

WILLIAM “BILL” KRING
MANAGING DIRECTOR
WEALTH ADVISOR

MARYJANE M. LeCroy
MANAGING DIRECTOR
WEALTH ADVISOR

TROY TAYLOR
DIRECTOR
WEALTH ADVISOR

LANTZ BOWMAN
PRINCIPAL
WEALTH ADVISOR

CHRIS RUSSELL
PRINCIPAL
WEALTH ADVISOR

EDWARD FULLERTON
PRINCIPAL
WEALTH ADVISOR

LAUREN RICH
PRINCIPAL
WEALTH ADVISOR

B. CRAIG IVY
PRINCIPAL
WEALTH ADVISOR

JESSICA BANITT
PRINCIPAL
WEALTH ADVISOR

NICK IBANEZ
PRINCIPAL
WEALTH ADVISOR

NICK BARE
PRINCIPAL
WEALTH ADVISOR

OTHER KEY PROFESSIONALS

CORBIN GRILLO
DIRECTOR OF INVESTMENT STRATEGY

IRVING REYNA
FIXED INCOME ANALYST

MELISSA BARKLEY
FINANCIAL PLANNER

ASHLEY TRLICA
SENIOR FINANCIAL PLANNER

DYLAN STOUT
FINANCIAL PLANNER

COLE WHEELER
FINANCIAL PLANNER

BROOKE JACKSON
FINANCIAL PLANNER

ALEXANDRA FRIEDMAN
FINANCIAL PLANNER

SAMUEL BOWKER
FINANCIAL PLANNER

LARRY NAPIER
Principal

GRANT J. WILLIAMS
CLIENT DEVELOPMENT

CLIENT SERVICE ASSOCIATES

SUSAN MONTGOMERY
CLIENT SERVICE MANAGER

CHERYL SMITH
SENIOR CLIENT SERVICE ASSOCIATE

DEE SIMPER
SENIOR CLIENT SERVICE ASSOCIATE

SHERYL PARKER
SENIOR CLIENT SERVICE ASSOCIATE

MICHELLE O’LEARY
SENIOR CLIENT SERVICE ASSOCIATE

TAMARA WAGNER
CLIENT SERVICE ASSOCIATE

JULIA BENSON
CLIENT SERVICE ASSOCIATE

ALLISON BRITZ
CLIENT SERVICE ASSOCIATE

KEY LEADERSHIP ROLES

J. HAROLD WILLIAMS
MANAGING DIRECTOR
CHIEF EXECUTIVE OFFICER
CHAIRMAN

G. WALTER CHRISTOPHERSON
MANAGING DIRECTOR
VICE CHAIRMAN
CHAIRMAN OF INVESTMENT COMMITTEE

PHILLIP HAMMAN
MANAGING DIRECTOR
PRESIDENT
CHAIRMAN OF WEALTH MANAGEMENT COMMITTEE

RYAN PATTERSON
MANAGING DIRECTOR
CHIEF INVESTMENT OFFICER

GLYNDA BILICEK
DIRECTOR OF HUMAN RESOURCES & INFORMATION TECHNOLOGY

DANIEL THORNTON
DIRECTOR OF OPERATIONS

KELLY O. SCHMALHAUSEN
SENIOR VICE PRESIDENT
CHIEF COMPLIANCE OFFICER

We’ve been providing trusted wealth management services to individuals and families since 1971.

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What we do

Who we work for

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ABOUT LINSCOMB & WILLIAMS

Linscomb & Williams is a fee-only, fiduciary financial planning and investment management firm headquartered in Houston, Texas and serving investors nationwide. We have nearly half a century of experience helping families build, preserve and manage wealth.

Principal Office:

  • 1400 Post Oak Blvd.
    Suite 1000
    Houston, TX 77056
  • 713.840.1000
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