
ASHLEY TRLICA
CFP®, AEP®
SENIOR ANALYST
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
- Experienced in working with high-net-worth clients, with a focus on estate planning needs
- Currently serves as a voting member of the firm’s Wealth Management Committee
- Member, Financial Planning Association
- Member, Houston Business and Estate Planning Council
- Native Houstonian who enjoys spending time with her husband and daughter