Dallas - Lane Gorman Trubitt, PLLC (“LGT”) and their affiliate company, LGT Financial Advisors LLC (“LGT FA”), embraced the New Year with two new additions to their partner groups and several staff level promotions. Kevin Warneke, CPA, an assurance services professional of LGT, and Scott Gunn, JD, CFP®, CPFA, a financial planning consultant at LGT FA, have both been asked to join their respective partner groups.
"LGT has provided the platform, resources and support to help me excel in my role as a trusted wealth advisor. Moreover, LGT has enabled me to be creative and innovative in our offerings, which has been critical to the success of LGT FA,” says Gunn. “Our clients truly benefit from customized solutions which serve to protect their financial well-being. As a new member of the LGT FA partnership group, I am proud to call LGT my family and look forward to helping the firm grow in the "nontraditional" services space."
Scott has more than 20 years of investment consulting and financial planning experience which includes working for The Ayco Company, L.P. (a boutique financial planning firm) and Merrill Lynch (a global wealth management firm). Scott joined LGT FA as a Principal in January 2009. Scott's day-to-day responsibilities include investment advisory services, comprehensive financial planning and qualified plan consulting to employers. To this end, Scott works with business owners, senior-level Fortune 500 executives, professional athletes and other high net worth individuals providing investment and financial advice. Scott also serves as LGT FA's Chief Compliance Officer and conducts due diligence on the firm's investment strategies.
"I am extremely proud and humbled to be the newest member to the Partner group here at LGT,” says Warneke. “It is a true blessing to have been called to service in such a place as this! To come to work each day with an opportunity to serve clients, interact with folks of integrity and intelligence, to continuously grow both personally and professionally, and to develop long-standing friendships and business relationships is all one could wish for in a career."
Kevin joined LGT in 2000 and was asked to join the firm as a partner this January. His primary focus is on client service and he has more than 15 years of public accounting experience. His experience includes the audits of a broad range of financial statements. Kevin's responsibilities include all aspects of audit and consulting engagements from planning, assessing risk, and supervising staff to the review and presentation of final deliverables to management and boards of directors. Kevin has extensive experience with healthcare entities and provides internal control and practice consultation.
In addition to Warneke and Gunn’s new titles, LGT recently promoted several other employees. In the assurance services department, Babita Sherchan and Shehzana Ali became managers; Callie Nixon and Elliot Nolan were promoted to Senior I employees; and Rachel Luker and Britney Castilleja graduated to Staff II. Lastly, in the tax department, Trey Hardy was promoted to Senior I.
LGT proudly promotes all employees knowing that they will strengthen the firm by being a brand ambassador and will help support clients by understanding all their current and potential needs.
About Lane Gorman Trubitt, PLLC
Founded in 1950, Lane Gorman Trubitt, PLLC (“LGT”) is one of the largest certified public accounting firms headquartered in the Southwest. Dedicated to serving the middle market, the firm represents a broad range of clients, from individuals to public companies, in a variety of industries. LGT offers traditional accounting, audit and tax services, as well as various other specialized professional services. In an effort to expand the services provided to valued clients, LGT has launched three affiliated companies, LGT Financial Advisors, LLC (“LGT FA”), LGT Insurance Services Inc. and LGT Retirement Plan Solutions.
To learn more, visit www.lgt-cpa.com.