CFP®, Series 65 Advisory Registration†
Lily has more than 25 years of financial planning, investment, and accounting experience. She excels at coordinating her clients’ financial lives. Prior to joining Wealth Enhancement Group, she was a financial planner and relationship manager for Pillar Pacific Capital Management and PacWest Financial Management. Her specialty is guiding high net worth clients and their families through advanced planning strategies to help them build and preserve their wealth through generations.
Lily also served as adjunct faculty in the areas of Accounting and Finance at the University of Mary Hardin-Baylor. An active community supporter, Lily has involved in many non-profit organizations in various leadership positions. In her spare time, she enjoys singing, hiking, gardening, and travelling with her husband, Bernard.
- BBA, University of Texas
- MBA, University of Texas
- CERTIFIED FINANCIAL PLANNER™ Professional
Lily serves clients at our Houston, TX office.
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† Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.