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ASHLEY TRLICA
CFP®
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
- Native Houstonian who enjoys spending time with her husband and daughter