Wealth Management Since 1971

ASHLEY TRLICA

ASHLEY TRLICA

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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

Talk with ASHLEY TRLICA