Skip to main content

Our Mission

Our mission is to provide thoughtful, strategic investment and estate planning strategies that provide individuals and families with clarity and confidence to preserve, grow and transfer their wealth across generations.

Recognitions

  • 2026 Forbes America's Top Women Wealth Advisors
  • 2026 Forbes Top Women Wealth Advisors Best-In-State

About Us

Our Wealth team collaborates with clients and their advisors to help design and implement investment and estate plans that integrate seamlessly with their tax and legal strategies.

We take a highly personalized, relationship‑driven approach to Wealth Management. Together, we work to understand your goals—both near‑term priorities and long‑term vision. From there, we design a comprehensive investment and estate plan that reflects your values, implements the strategy with precision, and review your progress to help keep you on track as life evolves.

Experience a level of service defined by discretion, precision, and access to a distinguished team of credentialed wealth professionals. We strive to provide comprehensive guidance, clear communication, and personalized strategies designed to support your long‑term financial goals. Our commitment is to deliver an elevated, seamless experience while planning today for tomorrow’s possibilities.

Active engagement and open communication help us tailor strategies that best reflect your priorities. By collaborating closely—sharing goals and updates—we can deliver the most impactful advice and ensure meaningful progress toward your objectives.

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Comprehensive Wealth Planning

Including Executive Planning, Business Owner

Planning, Trust & Estate Planning

Comprehensive review of your current plan, structures or entities, and ideas to help preserve and transfer wealth efficiently.

Integrated Financial Planning

Including retirement and cash flow analysis.

Tailored Investment Solutions and Customized Portfolio Management

Aligned with your goals, risk profile, and time horizon.

Philanthropic Consulting

If meaningful to you and your family, a discussion regarding your current and future philanthropic goals and how they coordinate with your estate plan.

Custom Lending and Banking Services

We can provide access to lending products and services through Wells Fargo affiliates.

Wells Fargo Advisors does not provide legal or tax advice.

Wealth & Investment Management (WIM) offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A. Wells Fargo Trust is a part of WIM and offers services through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A..

Office Address

8115 PRESTON RD
STE 300
DALLAS, TX 75225
Local Phone: (214) 373-2760
lisa.ragland@wellsfargo.com

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

Leave this empty:

Thank you for your submission!
  

2026 Forbes Top Women Wealth Advisors: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com) The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com) The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.