Linscomb Wealth, Inc.

Neal Wadley is a CFP® professional with seven years of industry experience, currently serving at Linscomb Wealth, Inc. since 2022. His prior experience includes roles at BMO Wealth Management, Westwood Advisors, Westwood Trust, and Tolleson Wealth Management. Linscomb Wealth provides comprehensive wealth planning and investment management to a diverse client base including high-net-worth individuals, families, trusts, charitable organizations, and retirement plans. The firm’s investment approach combines customized policy statements and diversified portfolios managed through a blend of active and passive strategies, supported by an Investment Committee.

George Christopherson is a CFP® professional with 30 years of experience in the financial advisory industry. He has been with Linscomb & Williams since 1982, now part of Linscomb Wealth, Inc., based in Houston, TX. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, and retirement plans, including high-net-worth and ultra-high-net-worth clients. The firm employs a customized investment approach overseen by an Investment Committee, blending active and passive strategies across diversified portfolios, and offers specialized family office services.

Jessica Banitt is a CFP® with eight years of industry experience and has been with Linscomb Wealth, Inc. since 2016. Prior to joining Linscomb, she worked at PricewaterhouseCoopers LLC for one year. She holds the Series 65 designation and is based in Houston, TX. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, and retirement plans. The firm employs a customized investment approach overseen by an Investment Committee, blending active and passive strategies across diversified portfolios, and offers specialized family office services.

Irving Reyna is a financial advisor at Linscomb Wealth, Inc. in Houston, TX, holding a Series 66 designation with 10 years of industry experience. He previously worked at RBC Capital Markets, LLC from 2015 to 2017 before joining Linscomb & Williams Inc. in 2018. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, and retirement plans. The firm employs a customized investment approach with discretionary portfolio management, integrating both active and passive strategies overseen by an Investment Committee.

Elizabeth Pappas is a CFP® professional with five years of industry experience, currently serving as an advisor at Linscomb Wealth, Inc. in Houston, TX. Her prior roles include positions at Avalon Wealth Management LLC, Corient Services LLC, and KPMG LLP. Linscomb Wealth provides comprehensive wealth planning and investment management to individuals, families, trusts, charitable organizations, and retirement plans, integrating discretionary portfolio management with ongoing planning. The firm’s investment process uses customized policy statements and diversified portfolios that blend active and passive strategies, managed with attention to client-specific factors.

Marissa Amar is a CFP® affiliated with Linscomb Wealth, Inc. in Houston, TX, with three years of industry experience. Her prior roles include positions at Spire Outsourcing and the USDA Agricultural Research Services, as well as academic experience at Texas A&M University and Kingwood High School. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, retirement plans, and other entities. The firm employs a customized investment process overseen by an Investment Committee, offering diversified portfolios managed on a discretionary basis and tailored to client-specific factors.

Lauren Rich is a CFP® professional with 14 years of experience in the financial industry. She has been with Linscomb Wealth, Inc. since 2011. Lauren holds a Series 66 license and is based in Houston, TX. Linscomb Wealth provides comprehensive wealth planning and investment management to a diverse client base, including high-net-worth individuals, families, trusts, charitable organizations, and retirement plans. The firm’s investment approach involves customized policy statements and diversified portfolios managed on a discretionary basis, integrating both active and passive strategies.

Phillip Hamman is a CFP® and CFA® with 14 years of industry experience. He has been with Linscomb Wealth, Inc. since 2013. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, retirement plans, and other entities. The firm’s investment approach combines discretionary portfolio management with ongoing planning, utilizing customized investment policy statements and diversified portfolios overseen by an Investment Committee.

Sabrina Ortega is a financial advisor with Linscomb Wealth, Inc. in Houston, TX, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at RBC Capital Markets, Charles Schwab Bank, Charles Schwab & Co., Inc., Frost Bank, Sprint, and Home Depot. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, and retirement plans. The firm specializes in customized portfolios managed on a discretionary basis, blending active and passive strategies, and offers family office services as part of its client offerings.

Ryan Patterson is a CFP®, CFA®, and holds a Series 66 license with 19 years of industry experience. He has been with Linscomb Wealth, Inc. in Houston, TX since 2012. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, retirement plans, and other entities, including specialized family office services. The firm’s investment approach involves customized policy statements and diversified portfolios managed on a discretionary basis with attention to client-specific factors.

Nicholas Ibanez is a CFP® and holds a Series 66 license, with nine years of industry experience. He has been with Linscomb Wealth, Inc. since 2013. Linscomb Wealth provides comprehensive wealth planning and investment management to individuals, families, trusts, charitable organizations, retirement plans, and other entities. The firm’s investment approach includes customized policy statements and diversified portfolios that blend active and passive strategies, managed on a discretionary basis with ongoing client-specific reviews.

Clayton Jarrell is a CFP® professional at Linscomb Wealth, Inc. in Houston, TX, with experience at firms including Goldman Sachs and Alliantgroup. He began his financial advisory career in 2024 after completing his education at the University of Kentucky. Linscomb Wealth provides wealth planning and investment management services to individuals, families, trusts, charitable organizations, and retirement plans, offering discretionary portfolio management and specialized family office services. The firm employs customized investment policies and diversified portfolios combining active and passive strategies, with oversight from an Investment Committee.

Abby Steininger is a financial advisor with Linscomb Wealth, Inc. in Houston, TX, holding a Series 66 designation and six years of industry experience. She has worked at Linscomb & Williams since 2021 and previously held roles at Avalon Investment & Advisory, Avalon Wealth Management LLC, BBVA Wealth Solutions, Inc., BBVA Compass Insurance Agency, Inc., BBVA Securities Inc., Compass Bank, and Enterprise Holdings. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, retirement plans, and other entities. The firm integrates discretionary portfolio management with ongoing planning, offering specialized family office services and employing a customized investment approach overseen by an Investment Committee.

Nicholas Bare is a CFP® with six years of industry experience, currently serving as a financial advisor at Linscomb Wealth, Inc. in Houston, TX. He previously worked at Blue Ridge Technologies before joining Linscomb and Williams Inc. in 2019, where he has been for seven years. Linscomb Wealth provides comprehensive wealth planning and investment management services to individuals, families, trusts, charitable organizations, and retirement plans, with a focus on discretionary portfolio management and customized investment strategies. The firm also offers specialized family office services and operates as a wholly owned subsidiary of Cadence Bank.

Matthew Britton is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Linscomb Wealth, Inc. since 2024 and previously spent five years at Edward Jones. Linscomb Wealth provides comprehensive wealth planning and investment management services to a wide range of clients, including high-net-worth individuals, families, trusts, and charitable organizations. The firm employs a customized investment approach overseen by an Investment Committee and offers specialized family office services.