Lily Ku

With more than 31 years of experience in financial planning, investments, and accounting, Lily leverages her diverse expertise to build deeply personalized, long-term relationships with her clients. She is dedicated to guiding clients through every aspect of their financial lives, with a focus on tax efficiency, retirement planning, estate strategies, and the preservation of generational wealth. Lily also brings extensive experience working with medical professionals, business owners, and high-net-worth individuals.

Prior to joining Wealth Enhancement, Lily held various senior positions at Pillar Pacific Capital Management, PacWest Financial Management, Bank One, Bright Bank, Blue Cross, and Adobe Oil & Gas Inc. She also served as adjunct faculty at the University of Mary Hardin-Baylor.