CFP®, Series 65 Advisory Registration†
Lily has more than 25 years of experience in financial planning, investment, and accounting. Prior to joining Wealth Enhancement Group, she had held various senior positions at Pillar Pacific Capital Management, PacWest Financial Management, Bank One, Bright Bank, Blue Cross, and Adobe Oil & Gas Inc. Lily excels in coordinating various aspects of her clients' financial lives with advanced planning strategies to meet their life goals 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 been involved in many non-profit organizations in various leadership positions. In her spare time, she enjoys singing, hiking, gardening, and traveling with her husband, Bernard and two adult children.
- BS, University of Texas
- MBA, University of Texas
- CERTIFIED FINANCIAL PLANNER™ Professional
Lily serves clients at our Houston - Galleria, 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.