Team Members
- Abby Barnett Steininger
- BROOKE JACKSON, CFP®
- CAROLYN GALFIONE, CPA, CFP®
-
CHERYL SMITH
- CHRIS RUSSELL, CAP®
- COLE WHEELER, CFP®
- CORBIN GRILLO, CFA
- DANIEL THORNTON
-
DEE SIMPER
- Devoda Owens, CFP®
- EDWARD FULLERTON, ChFC, CLU®
- G. WALTER CHRISTOPHERSON, JD, CFP®
- HEIDI DAVIS, CPA/PFS, CFP®
- HERNALDO RIVERA JR.
- IRVING REYNA
-
Jenifer Miller
- JESSICA BANITT, CPA, CFP®
-
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®
Devoda Owens
CFP®
ANALYST
- Current member of LW’s Wealth Planning Team
- Prior to LW, served as Non-Commissioned Officer in the United States Army and conducted one tour in Iraq during Operation New Dawn
- Previously worked in a big four accounting firm as a Financial Planner
- Graduate, University of Houston – M.S., Finance
- Graduate, Magna Cum Laude, University of Houston – B.B.A., Finance
- Member, Financial Planning Association