Call 713-840-1000 / 800-960-1200

Our Team

Meet the Team

The Senior Staff of Linscomb & Williams are highly respected and trusted financial planners and analysts.

Click on a member below to learn more.

Ed Fullerton Dan Linscomb Lauren Rich George Williams George Williams Sheri Robinson Harold Williams Ryan Patterson Phillip Hamman Phillip Hamman Heidi Davis Walter Christopherson Jon McAdams Carolyn Galfione Norman Davis Craig Ivy Larry Napier
ed Ed Fullerton earned his business degree from the University of Houston. He obtained designations as a Chartered Life Underwriter® (CLU ®) and Chartered Financial Consultant (ChFC ®). Ed’s experience includes serving as a financial planning officer in the trust division of a national bank. He developed and implemented a comprehensive employee benefits program for a Fortune 500 corporation and has served as Director and Chief Benefits Officer of employee benefits at the University of Texas Health Science Center-Houston. Ed has extensive experience regarding retirement programs for tax-exempt organizations, including investment option selection and retirement counseling.Email Ed Fullerton at efullerton@linscomb-williams.com.

walter Walter Christopherson
JD, CFP®

Walter Christopherson graduated cum laude from DePauw University and earned his master’s degree from Yale University. He received his law degree (JD) from the University of Kentucky College of Law. Walter is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS) and a CERTIFIED FINANCIAL PLANNER™ professional. Prior to joining Linscomb & Williams, he served as senior financial planner for a regional brokerage firm. Walter has held memberships in the Phi Delta Phi Law Fraternity, State Bar of Texas, American Bar Association Tax Section and Texas Society of Certified Public Accountants. He is a director and past board president of the Krist Samaritan Center, and is on the board of directors for the Westview School.

Email Walter Christopherson at wchristopherson@linscomb-williams.com.

Return to the top

heidi Heidi Davis
CPA / PFS, CFP®

Heidi Davis graduated magna cum laude from the University of Florida with a degree in business and a Master of Business Administration (MBA). She is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS) and a CERTIFIED FINANCIAL PLANNER™ practitioner. Heidi’s professional experience includes 13 years with an international oil and gas firm. She has held memberships in the Financial Planning Association, American Institute of Certified Public Accountants and Texas Society of Certified Public Accountants. Heidi serves on the board of the Wesley Community Center as chairman of the finance committee. She is a member of the Houston Business & Estate Planning Council, as well as past president and current member of the Alzheimer’s Association, Houston chapter.

Email Heidi Davis at hdavis@linscomb-williams.com.

Linscomb & Williams is not an accounting firm.

Return to the top

norman Norman Davis
CPA, CFP®

Norman Davis earned his bachelor’s degree in accounting from the University of Houston. He is a Certified Public Accountant (CPA) and holds the CERTIFIED FINANCIAL PLANNER™ designation. His career of more than 50 years includes experience with a national public accounting firm, followed by financial and operating management positions with two companies in private industry. He then joined a major Houston accounting firm as a partner for nine years. Norman is serving his 41st year as a member of the Houston Business & Estate Planning Council.

Email Norman Davis at ndavis@linscomb-williams.com.

Linscomb & Williams is not an accounting firm.

Return to the top

ed Ed Fullerton

Ed Fullerton earned his business degree from the University of Houston. He obtained designations as a Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). Ed’s experience includes serving as a financial planning officer in the trust division of a national bank. He developed and implemented a comprehensive employee benefits program for a Fortune 500 corporation and has served as Director and Chief Benefits Officer of employee benefits at the University of Texas Health Science Center-Houston. Ed has extensive experience regarding retirement programs for tax-exempt organizations, including investment option selection and retirement counseling.

Email Ed Fullerton at efullerton@linscomb-williams.com.

Return to the top

Carolyn Carolyn A. Galfione
CPA, CFP®

Carolyn Galfione graduated from the University of Texas at Austin with a degree in accounting, and earned a Master of Business Administration with a concentration in finance from Rice University. She is a Certified Public Accountant (CPA) as well as a CERTIFIED FINANCIAL PLANNER™ practitioner. Her experience includes practice in the tax department of a large Houston accounting firm and service as a Business Administrator at a local church and school. Carolyn has been a member of the American Institute of Certified Public Accountants, and has held positions as a board member in the City of West University Place. She is a board member of the Rice University alumni organization, serves on the finance committee of the Women’s Resource of Greater Houston, and sits on the Executive Women’s Partnership Committee for the Greater Houston Partnership.

Email Carolyn Galfione at cgalfione@linscomb-williams.com.

Linscomb & Williams is not an accounting firm.

Return to the top

ed Phillip Hamman
CFA, CFP®

Phillip graduated from Texas Tech University with a B.S. in personal financial planning. He is a CFA Charterholder, CFP® professional and CPWA® professional. Phillip leads the Linscomb & Williams financial planning team and serves as chairman of the firm’s Wealth Management Committee. He has spent his entire career helping ultra-high net worth and high net worth families manage their investments and financial planning needs. Prior to joining Linscomb and Williams, Phillip was a client advisory director for a multi-family office out of Dallas, and served as a senior vice president and team leader for a wealth management company here in Houston. Phillip is a member of the CFA Institute, Financial Planning Association, and the Investment Management Consultants Association.

2015 Five Star Professional Wealth Advisor

Email Phillip Hamman at phamman@linscomb-williams.com.

Return to the top

ed B. Craig Ivy
AIF®

B. Craig Ivy obtained his bachelor’s degree from Western Governors University. Following his college studies, Craig became part of the management team for a privately-held business in real estate development and construction in Georgia. His involvement in the financial management of the business led to a position in the wealth management profession with a publicly held Georgia bank. Family ties ultimately resulted in relocation to Texas. Prior to joining Linscomb & Williams as the lead wealth advisor in the firm’s Woodlands office, Craig spent four years with the wealth management division of a global bank in their Houston offices. There he was selected by the firm to serve as a subject matter expert in multiple financial areas, while also mentoring newly hired professionals. Craig has held memberships in the Houston Chapter of Young Professionals in Finance, as well as the Woodlands Chamber of Commerce. Craig holds the Accredited Investment Fiduciary designation. Craig balances his professional responsibilities with being a father of four and serving as an active volunteer with Habitat for Humanity.

Email Craig Ivy at civy@linscomb-williams.com.

Return to the top

williams Dan Linscomb
JD

Dan Linscomb, founder of Linscomb & Williams, earned his law degree from South Texas College of Law. His experience includes an internship in the trust and estate section of a prominent Houston law firm, several years of involvement in a family business, and memberships in many organizations including the Houston Medical-Legal Society, Phi Alpha Delta Law Fraternity and International Association of Financial Planning. Dan has also served on several boards including Society for the Performing Arts, Texas Entrepreneurs Society, Southwest Bank of Texas, Houston Arts Fund, Sheltering Arms Senior Services, Dean’s Executive Advisory Board at the University of Houston College of Business, chairman of The Better Business Bureau of Metropolitan Houston, and chairman of The Better Business Bureau Education Foundation (Chairman).

Email Dan Linscomb at dlinscomb@linscomb-williams.com.

Return to the top

jon Jon McAdams

Jon McAdams holds a B.S. from Texas A&M University and an M.B.A. from the University of Houston. He is active in the alumni associations of both institutions. Jon has held memberships in the Financial Planning Association (FPA®), the International Association of Registered Financial Consultants, and the Greater Houston Business Ethics Roundtable. Jon is a member of the American Economic Association and recently served on the Finance Committee of the Houston chapter of the Alzheimer’s Association. He is also a member of the National Committee on U.S.-China Relations.

Email Jon McAdams at jmcadams@linscomb-williams.com.

Return to the top

larry Larry E. Napier
CPA

Larry E. Napier earned his B.S. degree from the University of Southern Mississippi in business administration with a major in accounting and minor in business. He is a Certified Public Accountant (CPA), a member of the Texas Society of CPAs, former member of the American Institute of Certified Public Accountants, and a current member of Ernst & Young’s alumni association. Larry’s experience, primarily as Chief Financial Officer (CFO), includes a total of 45 years international oil and gas exploration and production, residential and commercial real estate development and ranching. He has also served as a board member and treasurer of a tax exempt, age restricted, homeowner’s community association in The Woodlands, Texas. Larry is a Registered Investment Adviser Representative.

Email Larry Napier at lnapier@linscomb-williams.com.

Linscomb & Williams is not an accounting firm.

Return to the top

Sheri Robinson Ryan L. Patterson
CFA, CFP®

Ryan graduated from Texas State University with a B.B.A. in finance. He is a CFA Charterholder and CERTIFIED FINANCIAL PLANNER practitioner. Ryan is the Director of Investment Strategy for Linscomb & Williams. His experience includes managing the investment portfolios and financial planning engagements for a middle-market accounting firm in Houston, and working for a Chicago-based asset management firm. He is a member of the Financial Planning Association (FPA®) and the Chartered Financial Analyst Institute. Passionate about serving others, Ryan has volunteered a considerable amount of time at the Ronald McDonald House.

2015 Five Star Professional Wealth Advisor

E-mail Ryan Patterson at rpatterson@linscomb-williams.com

Return to the top

Lauren J Rich Lauren Rich
CFP®

Lauren Rich graduated from the McCombs School of Business at The University of Texas at Austin with a B.B.A. in finance. Prior to joining Linscomb & Williams, Lauren worked as a senior analyst at a Houston-based investment consulting firm. Lauren is a CERTIFIED FINANCIAL PLANNER™ practitioner and a current member of the Financial Planning Association (FPA®) and Young Professionals in Finance.

E-mail Lauren Rich at lrich@linscomb-williams.com

Return to the top

Sheri Robinson Sheri Robinson
CPA, CFP®, AEP®

Sheri Robinson graduated from the University of Alabama at Birmingham with a degree in accounting. She is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Estate Planner (AEP®). She is a member of the Financial Planning Association (FPA®), and has held various leadership positions on the national level as well as being a past president of the North Alabama Chapter of the FPA©. She is also a member of the Alabama Society of Certified Public Accountants and the Estate Planning Council of Birmingham. Sheri has been active on boards and committees for several non-profits; most recently the Zonta Club of Birmingham and Women Prosper.

E-mail Sheri Robinson at srobinson@linscomb-williams.com

Linscomb & Williams is not an accounting firm.

Return to the top

 troy Troy Taylor
CFP®

Troy Taylor graduated from Chapman University with a degree in Pre-Law Social Sciences, and earned his MBA from Cornell University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Registered Investment Adviser Representative. Prior to joining Linscomb & Williams, he was a Principal at Amegy Bank in their Private Client Investments division. Troy has served on the Advisory Board and Development Committee of Child Advocates and is involved with many community outreach activities through Linscomb & Williams and his church.

Email Troy Taylor at ttaylor@linscomb-williams.com.

Return to the top

george George Williams
JD, CFP®

George Williams earned his business degree and law degree from the University of Houston. He holds the designation of Chartered Life Underwriter (CLU®) and is a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition, he is a Licensed Fee Insurance Counselor. George has held memberships in the Order of the Barons, National Fee Insurance Alliance, Houston Estate & Financial Forum, Houston Business & Estate Planning Council and State Bar of Texas.

Email George Williams at gwilliams@linscomb-williams.com.

Return to the top

williams Harold Williams
CPA / PFS, CFP®

Harold Williams graduated summa cum laude from the University of Houston with a degree in accounting. He is designated as a Certified Public Accountant (CPA). Harold has practiced accounting with a national public accounting firm in audit and taxation. Harold has served as a member of the Investment Advisory Board for the South Texas College of Law Endowment, and currently serves on the Trust Investment Committee for Cadence Bank.

Email Harold Williams at hwilliams@linscomb-williams.com.

Linscomb & Williams is not an accounting firm.

Return to the top