Our Team

BS – Economics, Texas A&M University

NAPFA-Registered Financial Advisor

Certified Financial Planner™

5-Star Wealth Manager by Texas Monthly

Laura Barnett Lion

President

Laura’s expertise as a financial planner is widely recognized in the industry, having been quoted in The Financial Times, The Washington Post, US News, and Austin Woman Magazine, among other publications. Laura has served on the National Board of the National Association of Personal Financial Advisors (NAPFA), as President and Chair of the Southern Region of NAPFA, and on the Board of the Brazos Valley Estate Planning Council. Laura is a NAPFA-Registered Financial Advisor, a Certified Financial Planner™, an Investment Advisor Representative and a member of the Financial Planning Association.

Laura has long been an advocate for the individual investor, having founded Barnett Financial to address the shortcomings she saw in the typical sales-oriented broker-client relationship.

Prior to founding Barnett Financial, Laura was a Financial Consultant at Merrill Lynch. There she earned the designation of Certified Financial Manager through the Donald T. Regan School of Advanced Financial Management.

Laura considers it a privilege to help people achieve their personal goals and financial dreams, and has been gratified to help them come true for so many people.

Expand

BA – Economics and Politics, cum laude and with honors, Washington and Lee University

MBA – Northwestern University

Chartered Mutual Fund Counselor^SM

Christopher Lion

Chief Operating Officer

Christopher is leveraging his background in corporate strategy and marketing to lead operations and compliance at Barnett Financial. Christopher has worked as a marketing executive at Dell, a Global Strategist at Samsung in Seoul, Korea, and as a Financial Analyst in Paris, France.

Christopher joined Barnett Financial to strengthen its business operations and continue to improve the client experience.

Christopher earned an MBA from Kellogg School of Management at Northwestern University, an MPA from the University of Texas, and a BA, cum laude and with honors from Washington and Lee University in Lexington, VA. Prior to getting his MBA, Chris conducted international trade and investment negotiations for the US government in Washington, DC. He speaks conversational Korean and French.

Expand

JD – Texas Tech University

MS – Personal Financial Planning, Texas Tech University

BA – Summa Cum Laude, Texas Tech University

Certified Financial Planner™

Enrolled Agent

Expand

Former Retirement Plans Specialist

Former Regional Manager for the Financial Division of a nationally-recognized firm

MS in Personal Finance

Susan J. Chesney

Financial Planning Manager

Sue is the owner of Delegated Planning, LLC, a registered investment advisor. Sue has worked in the financial services industry for many years, including as a retirement plans specialist for a securities clearing firm, as western regional manager of the financial planning division of a nationally-recognized firm, and as a manager of the financial planning division of an independent Registered Investment Advisor firm based in South Carolina.

Sue is responsible for creating, and analyzing strategies to help clients achieve their financial goals through income protection, investment strategy and estate planning. She earned a BS from the University of Virginia and an MS in Personal Financial Planning from the College of Financial Planning.

Beyond work, Sue enjoys traveling and being active outdoors.

Expand

Extensive experience at Prudential, Dean Witter and several independent Registered Investment Advisors

Formerly Series 7 and insurance / annuity licensed

Expand

How Much Do You Value Trust?