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