Wealth Management Since 1971

Meet the Wealth & Pension Team

Meet the Wealth & Pension Team

Effective July 1, 2019, Wealth & Pension Services Group is now operating as Wealth & Pension Services Group, a division of Linscomb Wealth.

Established in 1971, Linscomb Wealth (LW) has been helping individuals, families, and executives build, preserve and manage wealth for nearly half a century.

Wealth & Pension’s existing clients can expect the same individualized and objective approach from the skilled investment advisors they know and trust, while enjoying connectivity to LW’s broader capabilities.

WEALTH MANAGEMENT TEAM

OTHER KEY PROFESSIONALS

CLIENT SERVICE ASSOCIATES

SUSAN MONTGOMERY
CLIENT SERVICE MANAGER

CHERYL SMITH
SENIOR CLIENT SERVICE ASSOCIATE

DEE SIMPER
SENIOR CLIENT SERVICE ASSOCIATE

SHERYL PARKER
SENIOR CLIENT SERVICE ASSOCIATE

MICHELLE O’LEARY
SENIOR CLIENT SERVICE ASSOCIATE

TAMARA WAGNER
SENIOR CLIENT SERVICE ASSOCIATE

JULIA BENSON
SENIOR CLIENT SERVICE ASSOCIATE

Jenifer Miller
CLIENT SERVICE ASSOCIATE

Michelle Ramirez
CLIENT SERVICE ASSOCIATE