Houston, TX West Loop South Office

Lantz Bowman is a CFP® professional with 17 years of industry experience. He has worked at Precedent Wealth Partners, LLC since 2026, following prior roles at Advisors Capital Management, LLC, Linscomb & Williams Inc., and Ronald Blue & Company. Precedent Wealth Partners provides portfolio management, financial and wealth planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs an Investment Policy Committee that integrates active and passive management with multiple analysis methods, and offers ESG screening upon client request.

Jonathan Crantz is a financial advisor at Precedent Wealth Partners, LLC in Houston, TX, with one year of industry experience. He is the owner of Jon Crantz Coaching, an executive coaching and counseling business, and has been involved with First Presbyterian Church Houston for over two decades. Precedent Wealth Partners provides portfolio management, financial and wealth planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a combination of active and passive investment strategies overseen by an Investment Policy Committee and offers client education and retirement plan participant workshops.

Tatum Duffie is an advisor at Precedent Wealth Partners, LLC with one year of industry experience. Prior to joining the firm, Duffie has owned and operated Tatum Duffie Design, an interior design and consulting business serving corporations and individuals since 2020. Precedent Wealth Partners, LLC is a registered investment adviser managing approximately half a billion dollars for about 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting with a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

Sarah Williams is a financial advisor at Precedent Wealth Partners, LLC with seven years of industry experience. Her prior work includes roles at Chevron, Validity Finance, and Kirkland & Ellis LLP. Precedent Wealth Partners, formed in 2023, manages approximately half a billion dollars for about 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans using a committee-driven investment process that combines asset allocation, active and passive management, third-party managers, and traditional security analysis.

Kyle Smith is a financial advisor at Precedent Wealth Partners, LLC with one year of industry experience. Prior to joining the firm, he held positions at Hines, Roboze, USA Inc., Aspen Technology, and Ferguson Waterworks. Outside of his advisory role, he works as an assistant property manager for a real estate investment manager. Precedent Wealth Partners is a registered investment adviser managing approximately half a billion dollars for about 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans, employing a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers, with a particular focus on client education and retirement plan consulting.

Kristy Groth is a financial advisor with Precedent Wealth Partners, LLC and holds one year of industry experience. She has worked at Valmet since 2015, where she serves as a quality manager overseeing production in the manufacturing of coating solutions. Precedent Wealth Partners is a four-advisor team managing approximately half a billion dollars for about 165 clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers, with a distinct focus on participant education and seminar-style outreach in its retirement plan consulting.

Joseph Williams is a CFP® and PFS™ with 30 years of experience in financial advising. He has worked at Linscomb & Williams for 47 years and joined Precedent Wealth Partners, LLC in 2023. Outside of his advisory role, he serves as a trustee for the Willeford 2012 Family Trust, overseeing investment advisor engagement and management of trust assets. Precedent Wealth Partners, LLC is a registered investment adviser managing approximately half a billion dollars for around 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans with a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

Andrew Casey is a CFP® with two years of industry experience, currently serving as a financial advisor at Precedent Wealth Partners, LLC in Houston, TX. Prior to joining Precedent Wealth Partners, he worked at LJA Engineering, Inc. for six years in various roles. Precedent Wealth Partners manages roughly half a billion dollars for about 165 clients, including individuals, trusts, estates, corporations, and retirement plans. The firm employs a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers accessed through a TAMP, and emphasizes participant education and seminar-style outreach in its retirement plan consulting.

Wanda Williams is a financial advisor at Precedent Wealth Partners, LLC with two years of industry experience. Prior to joining Precedent Wealth Partners in 2024, she was retired from 2014 to 2024. Precedent Wealth Partners, LLC is a registered investment adviser managing approximately half a billion dollars for about 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans, employing a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers accessed through a TAMP.

Evan Darr is a financial advisor at Precedent Wealth Partners, LLC with two years of industry experience. Prior to joining Precedent, he held roles in construction and mortgage industries, including positions at Mike Darr Construction and Parker and Clark Mortgage. Outside of advising, he works as a preconstruction analyst and project manager in the construction sector. Precedent Wealth Partners is a registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a committee-driven investment process that combines active and passive management, third-party managers, and traditional security analysis, with a focus on participant education and seminar-style outreach in its retirement plan consulting.

Heidi Arneson is a financial advisor with Precedent Wealth Partners, LLC, where she has worked since 2024. She has one year of industry experience and also owns Arneson CPA Group, a tax preparation and business consulting firm. Prior to joining Precedent Wealth Partners, she worked at Noble Wolf I, LLC and Noble Growth Partners. Precedent Wealth Partners is a registered investment adviser managing approximately half a billion dollars for about 165 clients. The firm serves individuals, trusts, estates, corporations, and retirement plans, using a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

Sloane Bennett is a financial advisor at Precedent Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience in educational and service roles, including positions at Stephen F. Austin State University and Woodland Hills Golf Club. Precedent Wealth Partners is a registered investment adviser managing approximately half a billion dollars for around 165 clients. The firm serves individuals, trusts, estates, corporations, and retirement plans with a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers, alongside a focus on participant education and seminar-style outreach.

Adrienne Fox is a financial advisor at Precedent Wealth Partners, LLC with two years of industry experience. Prior to joining the firm, she worked for eleven years at The Shlenker School. Precedent Wealth Partners, LLC is a registered investment adviser managing approximately half a billion dollars for around 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans, providing portfolio management, financial planning, and retirement plan consulting with a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

Neal Stephenson is a financial advisor at Precedent Wealth Partners, LLC with one year of industry experience. Prior to joining Precedent Wealth Partners in 2024, he worked for ten years at First American Title Company. In addition to his advisory role, he serves as Vice President of Commercial Business Development at Frontier Title Company, focusing on cultivating business relationships. Precedent Wealth Partners manages approximately half a billion dollars for about 165 clients through a four-advisor team. The firm serves individuals, trusts, estates, corporations, and retirement plans, employing a committee-driven investment process that combines asset allocation, active and passive management, and third-party managers.

George Williams is a CFP® with 30 years of industry experience, currently serving as an advisor at Precedent Wealth Partners, LLC. Prior to joining Precedent Wealth Partners in 2023, he spent 50 years at Linscomb & Williams. Precedent Wealth Partners is a four-advisor registered investment adviser managing approximately half a billion dollars for about 165 clients. The firm serves individuals, trusts, estates, corporations, and retirement plans, offering a committee-driven investment process that combines active and passive management, third-party managers, and traditional security analysis.