Working With Us
We take a personal and in-depth approach to managing wealth. We focus on clients with complex needs that we familiarize ourselves with and then individually customize strategies suited to them. Our bespoke approach, delivered by a select group of specialists, provides a high-quality experience. We have an investment philosophy created exclusively for high net worth clientele.
Weekly Market Commentary
Each week, we share the latest market insights from LPL Research. Click below to read the most recent update.
Retirement Planning
Our resource center provides articles, calculators, presentations, and videos on a variety of important topics including retirement.
Schedule An Appointment
Click the button below to reach out to us and schedule an appointment or fill out the provided form.
Tyler B. Powell, AAMS®, CRPC®
Senior Vice President, Financial Advisor
Tyler began his investment industry career in 2007 before founding Powell Wealth Management in 2023, where he serves as Senior Vice President, Financial Advisor. His love for the financial services industry began early...
Lorena Huerta-Parra
Client Service Associate
lorena.hparra@lplfinancial.com
Lorena brings more than 20 years of financial service experience to her role as Client Service Associate. She is passionate about serving our clients and...
Lars Henrikson, CFP®
Financial Planner, LPL Financial
In his role as a Financial Planner at LPL Financial, Lars supports Powell Wealth Management, where he assists in developing and executing comprehensive financial plans.
McKenna Tagg
Senior Marketing Associate