PRESIDENT & CHIEF EXECUTIVE OFFICER

Industry Experience: 20 years

• Serves on the L&W Board of Directors and the firm’s Executive Committee to the Board
• Chairs the firm’s Senior Leadership Committee and Wealth Management Committee
• Serves as a member of the firm’s Investment Committee
• Leads the firm’s wealth advisory team
• Significant advisory experience with high-net-worth and ultra-high-net-worth individuals and families
• Graduate, Texas Tech University – B.S., Personal Financial Planning
• Member, CFA Institute, Investments & Wealth Institute, Financial Planning Association, Houston Business & Estate Planning Council
• Former member of the Wisdom Tree RIA Advisory Board & PFP – Texas Tech – Alumni Advisory Board
• Married with three active children