PHILLIP HAMMAN
CFA, CFP®
MANAGING DIRECTOR, PRESIDENT
CHAIRMAN OF WEALTH MANAGEMENT COMMITTEE
Industry Experience: 17 years
- Graduate, Texas Tech University – B.S., Personal Financial Planning
- Currently serves L&W as Chairman of the firm’s Wealth Management Committee and as a member of the firm’s Investment Committee, Management Committee, and L&W Board of Directors
- Leads the firm’s wealth planning team
- Significant experience working with high-net worth and ultra-high-net worth individuals and families, having previously served as a lead wealth advisor for a multi-family office and wealth management firm
- Member of the Wisdom Tree RIA Advisory Board
- Member, CFA Institute, Financial Planning Association, Houston Business & Estate Planning Council, Investments & Wealth Institute, PFP – Texas Tech – Alumni Advisory Board
- Former board member for the Ft. Bend American Heart Association
- Married with three active children