For more information and show notes visit: https://bwmplanning.com/post/75

This episode of FPOG features a Meet the Team segment with Cari Lingle, the newest member of Brownlee Wealth Management.

Cari shares:

• Her background in financial analysis and education
• Her transition to financial planning
• And her alignment with the firm's values

She brings a wealth of experience in financial analysis and education, and she's now transitioning into financial planning after completing her CFP education and passing the exam.

Cari connected with Justin through their kids' school and found that her interests in financial planning aligned perfectly with our firm's approach. She has spent her career in various financial roles, starting in corporate banking and moving into financial counseling for military service members. Cari's analytical skills and ability to communicate complex financial concepts make her a valuable addition to our team.

Originally from Southern California, Cari has lived all over the United States due to her husband's career in the Navy. They eventually settled in Texas, where she has fully embraced the Fort Worth community, though she admits she's not looking to move anywhere else in Texas outside her beloved neighborhood.

We also discuss her educational journey, which includes not only the CFP but also two levels of the CFA exam. She's a lifelong learner who enjoys the challenge of mastering new areas of finance. Her decision to join Brownlee Wealth Management was driven by her desire to work with a small, independent, fee-only firm that focuses on providing high-quality service to a select number of clients.

For fun, Cari loves to travel and meticulously plan her trips, with a trip to Japan currently in the works. She also enjoys baking creative cakes for her children's birthdays, recently making a hit koala cake for her daughter's 8th birthday:

We're excited to have Cari on board and look forward to the expertise and passion she brings to our team. If you have any ideas for future episodes or want to give us feedback, reach out to us at podcast@brownleewealthmanagement.com.

Remember to subscribe to our podcast for more insights on optimizing investments, lowering future taxes, and growing your wealth, specifically tailored for those in the oil and gas profession.

Tune in to learn more about Cari and her role in optimizing investments and growing wealth for oil and gas professionals.

Connect With Us:

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Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/

Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.