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PROFESSIONAL PROFILE

With nearly 100 years of financial industry experience, the LMT Wealth Management Group offers knowledgeable advice and service. We work with affluent families, foundations, endowments, corporate executives and successful business owners who value the in-depth investment planning approach we bring to the relationship. We use a disciplined long term approach to investing designed to preserve and grow wealth by balancing risk and return. Our team also brings a disciplined approach to quality client service providing regular contact and reviews of portfolio performance.

Karl Lindekugel III, CIMA®, CRPC®, Wealth Management Advisor
Senior Vice President – Wealth Management
Karl is a 32 year veteran of Merrill Lynch and was a founding Financial Advisor of the Tyler office in 1979. He is a PIA Program Portfolio Manager and has earned the Certified Investment Management AnalystSM (CIMA®) designation. Karl has served on the Advisory Council to Management for the Texas Region of Merrill Lynch.

Karl received a BBA in Finance and Management from Stephen F. Austin State University. He and his wife, Glenda, have two children and are active at Pollard United Methodist Church and SFASU Foundation.

Ken Lackner, CFM, CRPC®, Wealth Management Advisor
Senior Vice President – Wealth Management
Ken has 20 years of investment and financial management experience with Merrill Lynch. He has earned the Chartered Retirement Planning CounselorSM designation. Ken is a past member of the Advisory Council to Management for the Merrill Lynch Life Insurance Group. He has a BA in Communications from Stephen F. Austin State University with a second major in Economics/Finance and a minor in Political Science.

Ken has held leadership roles in the local chapter of the American Heart Association as well as the Tyler Area Chamber of Commerce. He and his wife, Melisa, have two children and are active members of Pollard United Methodist Church.

Scott Terry, CFP®, CIMA®, CRPC®, Wealth Managemen » The LMT Wealth Management Group - Merrill Lynch Financial Advisor Likes | StumbleUpon.com