
ASHLEY TRLICA
CFP®, AEP®
PRINCIPAL
WEALTH ADVISOR
Industry Experience: 15+ years
- Graduate magna cum laude, University of Houston – B.B.A., Finance
- Previous to L&W, served as a Financial Planner at several Houston-based, boutique wealth management advisory firms
- Extensive experience in working with high-net-worth clients, with a focus on estate planning needs
- Member, Financial Planning Association & Houston Business, and Estate Planning Council
- Active member of her church community, where she serves on the Parish Council
- Native Houstonian who enjoys spending time with her husband and two beautiful daughters