MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER

CHAIRMAN

Industry Experience: 43 years

• Graduate summa cum laude, University of Houston – B.A., Business Administration & Accounting
• Previous to L&W, served as Officer in the United States Army and practiced accounting with a national CPA firm
• Currently serves L&W on the Wealth Planning Committee, Investment Committee, Client Service & Operations Committee, Management Committee, and chairs the L&W Board of Directors
• Member of American Institute of CPAs and Financial Planning Association, Houston Chapter
• Frequent presenter for continuing education at various CPA and financial professional group meetings
• Past service as member of the Investment Advisory Board for the South Texas College of Law Endowment, Trust Investment Committee for Cadence Bank, Wealth Managers Advisory Board to Charles Schwab & Co., as well as the Boards of two Texas-based banks
• Native-born Houstonian; married with two grown children