Team Members
- ASHLEY TRLICA, CFP®
- B. CRAIG IVY, AIF®
- BROOKE JACKSON, CFP®
- CAROLYN GALFIONE, CPA, CFP®
- CHERYL SMITH
- COLE WHEELER
- CORBIN GRILLO, CFA
- DEE SIMPER
- EDWARD FULLERTON, ChFC, CLU®
- G. WALTER CHRISTOPHERSON, JD, CFP®
- GEORGE WILLIAMS, JD, CFP®
- GLYNDA BILICEK
- GRANT WILLIAMS
- GWEN DAVIS
- HEIDI DAVIS, CPA/PFS, CFP®
- IRVING REYNA
- J. HAROLD WILLIAMS, CPA/PFS, CFP®
- JESSICA BANITT, CPA, CFP®
- LANTZ BOWMAN, CFP®
- LARRY NAPIER, CPA
- LAUREN RICH, CFP®
- LYNNETTE OKWUONU, CPA/PFS, CGMA
- MARYJANE M. LeCroy, CFP®
- MICHELLE O’LEARY
- NICK BARE
- NICK IBANEZ, CFP®
- NORMAN DAVIS, CPA, CFP®
- PHILLIP HAMMAN, CFA, CFP®
- RYAN PATTERSON, CFA, CFP®
- SHERI ROBINSON, CPA, CFP®, AEP®
- SHERYL PARKER
- TAMARA WAGNER
- TROY TAYLOR, CFP®
- WILLIAM “BILL” KRING, CFP®
- WILLIAM G. HAMMOND, CFP®
Connect with me
COLE WHEELER
FINANCIAL PLANNER
Industry Experience: 1 year
- Graduate cum laude, Texas A&M University – B.S., Economics
- Current member of L&W’s Wealth Management Committee
- Member, Financial Planning Association
- Pursuing CFP® certification