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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
Chairman

G. WALTER CHRISTOPHERSON
VICE CHAIRMAN

PHILLIP HAMMAN
President & CEO

RYAN PATTERSON
Chief Investment Officer

GEORGE F. WILLIAMS
Co-Founder, Senior Wealth Advisor

HEIDI DAVIS
Senior Wealth Advisor

CAROLYN GALFIONE
MANAGING DIRECTOR
SENIOR WEALTH ADVISOR

SHERI ROBINSON
MANAGING DIRECTOR
SENIOR WEALTH ADVISOR

WILLIAM “BILL” KRING
MANAGING DIRECTOR
SENIOR WEALTH ADVISOR

MARYJANE M. LeCroy
MANAGING DIRECTOR
SENIOR WEALTH ADVISOR

TROY TAYLOR
Senior Wealth Advisor

LAUREN RICH
MANAGING DIRECTOR
WEALTH ADVISOR

NICK IBANEZ
MANAGING DIRECTOR
WEALTH ADVISOR

LANTZ BOWMAN
DIRECTOR
WEALTH ADVISOR

B. CRAIG IVY
DIRECTOR
WEALTH ADVISOR

JESSICA BANITT
DIRECTOR
WEALTH ADVISOR

NEAL D. WADLEY
DIRECTOR
WEALTH ADVISOR

CHRIS RUSSELL
PRINCIPAL
WEALTH ADVISOR

EDWARD FULLERTON
PRINCIPAL
SENIOR WEALTH ADVISOR

OTHER KEY PROFESSIONALS

DANIEL THORNTON
DIRECTOR OF OPERATIONS

CORBIN GRILLO
DIRECTOR OF INVESTMENT STRATEGY

IRVING REYNA
SENIOR FIXED INCOME ANALYST

BROOKE JACKSON
WEALTH PLANNING MANAGER

MELISSA BARKLEY
SENIOR ANALYST

ASHLEY TRLICA
SENIOR ANALYST

COLE WHEELER
SENIOR ANALYST

LARRY NAPIER
PRINCIPAL
BUSINESS DEVELOPMENT SPECIALIST

GRANT J. WILLIAMS
BUSINESS DEVELOPMENT MANAGER

NICK BARE
ASPIRE MANAGER

Abby Barnett
SENIOR WEALTH SPECIALIST

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

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

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ABOUT LINSCOMB & WILLIAMS

Linscomb & Williams ("L&W") is a Securities and Exchange Commission ("SEC") registered investment advisor. We are a fee-only, investment advice fiduciary financial planning and investment management firm headquartered in Houston, Texas and serving investors nationwide. We have over 50 years of experience aimed at helping families build, preserve, and manage wealth.

Principal Office:

  • 1333 West Loop South
    Suite 1500
    Houston, TX 77027
  • 713.840.1000
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