PHILLIP HAMMAN
CFA, CFP®
PRESIDENT & CHIEF EXECUTIVE OFFICER
- Responsible for developing and executing the firm’s vision and strategic plan
- Serves on the LW Board of Directors and chairs the firm’s Executive Team
- Serves as a voting member of the LW Investment Committee
- Former chairman for the LW Wealth Management Committee
- 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
- Member, UofH Bauer MSF Wealth Management Advisory Board
- The Ensemble Leadership Program, G2 Alumni
- Former member of the Wisdom Tree RIA Advisory Board & PFP – Texas Tech – Alumni Advisory Board
- Married with three active children