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Call Us at (512)869-8379 |
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Lisa C. Wright,
CFS, CDFA™,
CFP® Since 1983, Lisa has excelled in various capacities within the financial services industry and has been recognized for her skills in comprehensive financial planning and wealth management. Having grown up in “the family business” she offers a unique perspective to fully address the concerns of privately-owned businesses and professional practices. Lisa is an accomplished speaker and author who also provides professional education for lawyers, accountants and insurance agents. She is a member of the Financial Planning Association and the Estate Planning Council of Central Texas.
Kevin I. Wright, CDFA™, REBC®, AIF® After service in the US Air Force, Kevin increased his experience and capabilities in the technology field and financial services industry. He has excelled in a variety of support capacities from large financial office administration to advanced technology applications, securities compliance and human resources. In addition to these skills, Kevin is a specialist in pension and retirement plans and additionally assists lawyers to prepare qualified domestic relations orders (QDRO) for divorce settlements. |
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Mailing Address: Post Office
Box 2388, Georgetown, Texas 78627-2388 |
