Broker Check

211 W. Edgewood Drive
Friendswood, TX 77546

Lifestyle Financial Advisors, Inc.

(281) 992-9220

 

Team Members

Terri joined the LSFA team in 2014 after 12 years in the banking industry. Terri uses her background in Training to not only help build client relationships but also to help the advisors prepare for client meetings. When not at the...

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Cindy has been with the LSFA team since 2013 and works closely with all our staff and locations. She is a BOI of Galveston and received her business degree while working at a large insurance company on the island. She now serves as...

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Sarah H. Farmer

Client Service Representative

A Dallas native, Sarah Farmer came to Deer Park in 2011. She lived in Idaho for four years while attending Brigham Young University-Idaho where she graduated in Communications with a Business Minor in 2009. Upon graduating her husband...

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Rachel Crislip

Technology Coordinator

Santa Fe native Rachel Crislip joined the Lifestyle Financial team in 2016. She uses her background in banking and client relations to help meet all of her clients needs. She spends her day to day, making sure that we're doing everything...

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Lisa Maza

Client Service Representative

Lisa joined the LSFA team in April 2017. She has over 20 years of experience as an Assistant to Financial Advisors. She is a Galveston BOI and now resides in La Marque with her husband. She has 3 adult children and grandmother to 9....

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Julie Zarate

Client Service Representative

Julie is a native Houstonian now residing in Deer Park.  She joined the LSFA team in 2019 after serving 27 years in the legal field as an Administrative Assistant.  Julie attended San Jacinto College majoring in ...

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Patricia Russo

HR Coordinator

Patricia is the Accounting & HR Coordinator for Lifestyle Financial Advisors.

With over many years of experience in public accounting working in CPA office, she came from the private sector...

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Camryn Zalomski

Client Service Representative

Camryn graduated from Sam Houston State University with her Bachelor's Degree in Business Administration in 2022. After moving back down to the Houston area she purchased a home in Friendswood, TX where she currently resides with her...

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Chanse Wegner

Client Service Representative

Chanse received his Bachelor's Degree in Industrial Distribution from Texas A&M University’s Engineering school in 2021. Post-graduation, he entered the financial real estate industry as an Operations Analyst at FlipCo Financial....

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