Millennial Wealth Management, LLC

Lori Slaughter is a financial advisor at Millennial Wealth Management, LLC in Amarillo, TX, with six years of industry experience. She previously worked at Edward Jones for 31 years before joining her current firm. Millennial Wealth Management provides financial planning and portfolio management services to individual clients and employer-sponsored retirement plans, including ongoing consulting for plan sponsors. The firm’s investment approach centers on passive, asset-allocation portfolios using index mutual funds and ETFs, and it combines delegated outside-manager solutions with platform tools to manage held-away and workplace accounts.

Grayson Hofferber is a financial advisor at Millennial Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc. and various insurance carriers. Outside of advising, he owns Millennial Bookkeeping, a bookkeeping services business he has operated since 2015 and plans to transition to new ownership in the coming years. Millennial Wealth Management provides financial planning and portfolio management to individuals and employer-sponsored retirement plans, offering both comprehensive and hourly planning. The firm utilizes passive, asset-allocation strategies with index funds and ETFs, and incorporates third-party money managers and platforms to deliver fiduciary and consulting services to plan sponsors.