Our Wealth Advisors listen to your unique circumstances, take time to learn about your family's history, identify values important to you, build a comprehensive wealth management plan and assemble a detailed action plan based on a fiduciary standard of care. In addition, we partner closely with other professionals such as your attorney, CPA or business consultant to help provide customized solutions for you and your family.
Financial planning impacts every aspect of your life, and our dedicated Wealth Advisors take the time to fully understand you and your family’s needs. We have developed a proven process that helps insure we take a comprehensive and holistic approach in considering the relevant components of your current situation and in identifying potential gaps that could prevent you from achieving your goals:
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Kelley Lee (Director of Wealth Management) - klee@lonestarnationalbank.com
Rita Peterman (Senior Trust Officer) - petermanr@lonestarnationalbank.com
Michael Costa (Wealth Management Portfolio Manager) - costam@lonestarnationalbank.com
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