Works with advisors to provide exceptional service, from new client onboarding to alternative investment requests.

Tenacity, knowledge, analytical skills, and passion for people have made her a culture leader and driving force behind creating an industry-leading team of advisors.

His goal is to foster lifelong relationships with clients and provide them with the most tailored approaches for their financial goals. He enjoys working with his team of like-minded professionals to best serve their clients.

Focused on creating financial plans for clients that align with their goals and needs, making their lives less stressful and more secure.

Colleen acts as liaison between clients and Lido’s vast array of innovative services and its differentiated approach to wealth management.

Courtney brings over 19 years of industry experience building and leading strategic relationships, integrating investment solutions to retail and institutional portfolios, and overseeing national distribution for asset and wealth management firms.

Garrett Gabriel joined Lido in 2021 as a Private Client Services Associate. He most recently served as a Financial Services Professional with Spectrum Financial Group. Before that, he interned with a private equity group at Cephas Partners. Garrett is based out of Dallas, TX, and is a graduate of Baylor University.

Jon works with high-net-worth individuals, families and businesses, and he finds joy in helping people reach their goals.

Focuses on delivering financial advice grounded in integrity and a commitment to exceeding expectations. His goal is to build a reputation defined by the positive, lasting impact he has on the clients he serves.

Louis offers unbiased, independent wealth planning solutions to high-net-worth individuals and families. He is focused on cultivating life-long relationships with his clients by focusing on excellence every day.

Works with families and business owners to align wealth with legacy, opportunity, and long-term security. Drawn to both strategy and markets, he focuses on holistic planning across investments, tax strategy, estate considerations, and generational wealth transfer. His approach centers on stewardship and trust – helping clients make informed decisions confidently, especially during periods of uncertainty.