Team Members
- Abby Barnett Steininger
- BROOKE JACKSON, CFP®
- CAROLYN GALFIONE, CPA, CFP®
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CHERYL SMITH
- CHRIS RUSSELL, CAP®
- COLE WHEELER, CFP®
- CORBIN GRILLO, CFA
- DANIEL THORNTON
-
DEE SIMPER
- EDWARD FULLERTON, ChFC, CLU®
- G. WALTER CHRISTOPHERSON, JD, CFP®
- HEIDI DAVIS, CPA/PFS, CFP®
- IRVING REYNA
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Jenifer Miller
- JESSICA BANITT, CPA, CFP®
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JULIA BENSON
- LAUREN RICH, CFP®
- Luke Wuthrich
- MARYJANE M. LeCroy, CFP®
- MELISSA BARKLEY, CFP®
-
MICHELLE O’LEARY
-
Michelle Ramirez
- NEAL WADLEY, CFP®, CIMA®
- NICK BARE, CFP®
- NICK IBANEZ, CFP®
- PHILLIP HAMMAN, CFA, CFP®
- RYAN PATTERSON, CFA, CFP®
- SHERI ROBINSON, CFP®, AEP®, CPA (RETIRED)
-
SHERYL PARKER
-
SUSAN MONTGOMERY
-
TAMARA WAGNER
- TROY TAYLOR, CFP®
- WILLIAM “BILL” KRING, CFP®
Connect with me
LAUREN RICH
CFP®
MANAGING DIRECTOR
WEALTH ADVISOR
- Serves as Wealth Advisor Team Lead
- Serves on the LW Board of Directors and a voting member of the firm’s Investment Committee
- Prior to becoming a Wealth Advisor, she held the position of Senior Financial Planner at LW
- Formerly a senior analyst at a Houston-based investment consulting firm
- Graduate, The University of Texas at Austin – B.B.A., Finance
- Member, Financial Planning Association
- Native Houstonian, proud wife of a USMC Veteran and mother of two beautiful girls