Wealth Management Since 1971

Meet the Linscomb Wealth Team

Our team

We’ve assembled a team of advisors and client service associates who are passionate about helping you achieve your goals.  We’re all here, ready to help.

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

We’ve been providing wealth management services to individuals and families since 1971.

READY TO HAVE A CONVERSATION ABOUT SECURING YOUR FUTURE?

Talk with us today!