Wealth Management Since 1971

ASHLEY TRLICA

ASHLEY TRLICA

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ASHLEY TRLICA

CFP®, AEP®

SENIOR FINANCIAL PLANNER

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

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