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Lupe Northam

Is a Senior Vice President-Financial Advisor with the Wealth Management group of Abshier, Webb, Donnelly & Baker in Houston, Texas. She began her career at UBS PaineWebber, and brings 17 years of experience to clients.

Mrs. Northam manages wealth for investors from U.S., México, Ecuador, Venezuela, Brazil, Colombia, Spain, Belgium, Germany and Norway.

Her investment strategy is global diversification coupled with strategic allocation and active management. This strategy is not restricted to the U.S., specific market caps nor traditional asset classes. Her experience in and access to foreign markets provides clients a unique and valuable opportunity to invest anywhere in the world. This access to global markets can be specifically designed to best serve the clients’ financial needs.

She begins by understanding the clients’ needs and goals in life. She takes into consideration their income, expenses, investments, debt, short-term and long term goals.

My mission is to provide self-employed professionals, business owners and affluent individuals with assistance in building financial freedom while providing the best personalized service.

Lupe's services include:

• Retirement planning, Individual Retirement Accounts (IRAs), Roth IRAs, SEP-IRAs, IRA’s rollovers, 401(K)s
• Estate planning, college planning, and insurance planning strategies
• Business Succession Planning Buy-Sell Agreements, Key Employee Insurance

For non-U.S. citizens she offers:

• International Trust Services
• Personal Holding Companies
• Kidnapping Insurance
• International Mutual Funds
• Emerging Market Securities
• Fixed-Income Securities

Mrs. Northam is a graduate from the University of Houston with a degree in Business Administration-Finance.

Licenses & Certifications include: Series 7, 63, & 65; General Lines Agent for Life, Accident, Health & HMOs.

Lupe is fluent in English and Spanish. Outside of work she enjoys golf, horses and vacationing near the ocean.

INVESTMENT BANKING

Founding Partners
Richard C. Webb
Janice Webb-McCann

Partners
John Kerr
John Boettiger

MANAGING DIRECTOR
Oliver Sandlin