About

Originally from Taiwan, Lily was inspired to build a career in wealth management after growing up with a single mother who skillfully managed the family's finances and taught her children the importance of managing their own resources wisely. She learned early on that the accumulation of wealth is less important than using it to support and to provide for one’s family and community.  


Now with more than 31 years of experience in financial planning, investment, and accounting, Lily applies her diverse skillset to building highly personalized, long-term client relationships. She strives to help clients with every aspect of their financial lives, with an eye on tax efficiency, retirement, estate planning, and generational wealth. She has extensive experience working with medical professionals, business owners, and high-net-worth clients.  


Prior to joining Wealth Enhancement Group, 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 in the areas of Accounting and Finance at the University of Mary Hardin-Baylor.  


An active community supporter, Lily has taken on various leadership roles that enable her to share her financial planning and organizational skills with various non-profit and community organizations. In her spare time, she enjoys singing, hiking, gardening, and traveling with her husband Bernard and two adult children.

Education

  • BBA, University of Texas
  • MBA, University of Texas

Articles by topic

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Blog

Avoid common estate planning mistakes that can unintentionally burden your heirs. Learn how to align your legacy with your family’s needs through communication, tax planning, and thoughtful asset distribution.
Lily Ku CFP®

Blog

Half of U.S. adults lack basic financial literacy. Learn how to build lifelong money skills, avoid costly mistakes, and stay financially confident through every life stage.
Lily Ku CFP®

Blog

In today’s economic climate, the only constant is change. With each passing year, new retirement account contribution limits, revised tax rules, and personal lifestyle shifts make it important to revisit your retirement savings strategy.
Lily Ku CFP®

Newsroom

Lily Ku, Senior Vice President and Financial Advisor of Wealth Enhancement, has been recognized in the 2024 “Top 50 Women Leaders in Investment Management” ranking by Women We Admire.  
Lily Ku CFP®

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