Biography
Lynnette Okwuonu serves as the firm’s Chief Operating Officer, overseeing client service operations, financial planning operations, and tax operations for the firm. Lynnette holds a Bachelor of Science degree in Accounting from Oklahoma Christian University of Science & Arts. Lynnette is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS) and a Chartered Global Management Accountant (CGMA®). She is the current President of the Houston Women’s Society of CPAs and serves as an Advisor to Houston Christian University’s Women in Leadership Program. Lynnette is a long-time member of the American Institute of CPAs, the Texas Society of CPAs and the InfraGard. She recently became a member of Women’s Finance Exchange - Houston.
Lynnette is currently studying to become a Certified Divorce Financial Analyst (CDFA®) and will be speaking to her alma mater, Oklahoma Christian University’s “Women Who Lead” class in February 2024.
Lynnette was born and raised in the Sunflower State. She then attended college in Edmond, OK, and her career led her to Houston in 1997. Lynnette has over 25 years’ experience in the financial services industry, encompassing everything from financial planning, family office services, tax preparation, operations, compliance, and cybersecurity to management.
Lynnette is married with four children. She and her husband, Kenneth, are active in the work of Westbury Christian School and their local church. Lynnette thrives on staying busy. Having a full house and a full career brings her great joy. In her downtime, Lynnette enjoys spending time with her family, traveling, attending sporting events, and listening to live music.