Wealth Management Since 1971

LYNNETTE OKWUONU

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LYNNETTE OKWUONU

CPA/PFS, CGMA

MANAGING DIRECTOR, CHIEF FINANCIAL OFFICER

DIRECTOR OF OPERATIONS AND INFORMATION SECURITY OFFICER

Industry Experience: 28 years

  • Graduate, Oklahoma Christian University of Science & Arts – B.S., Accounting
  • Graduate, Ensemble Practice G2 Leadership Program
  • Currently serves L&W as Chair of the Client Service & Operations Committee, the IT Steering Committee, and the Compliance Committee
  • Member of the Management Committee, L&W Board of Directors, and the Wealth Management Committee
  • Previously served 25 years as a Wealth Advisor to ultra-high-net-worth and high-net-worth clients, with a focus on financial planning and tax services
  • Serves on the Steering Committee of the CFO Leadership Council
  • Member, Financial Planning Association, American Institute of CPAs, Texas Society of CPAs, Houston Estate & Financial Forum, Infragard, and ISACA (Information Systems Audit & Control Association)
  • Active in church and serves as PTO Board President at Westbury Christian School and enjoys spending time with her husband and four children

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