WEALTH PLANNING MANAGER

Industry Experience: 5 years

• Graduate cum laude, Texas Tech University – B.S., Personal Financial Planning
• Currently a member of the firm’s Wealth Management Committee
• Previous to L&W, served as a Financial Planner at a Houston-based financial planning firm
• Member, Financial Planning Association
• Currently serves on the Financial Planning Association of Houston NexGen Committee – a community of young professionals committed to serving the future of the financial planning profession, and their own careers through education, networking, and community service.
• Currently serves on the Financial Planning Association of Houston Career Day Committee, which provides opportunities to employers students, and career changers.