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.