Archive

Lantz Bowman

05/26/2026

Mr. Lantz Bowman is a Wealth Advisor at Precedent with nearly 30 years of experience helping clients steward their wealth with purpose and intention. He...

Mary Sommer

10/24/2025

Ms. Mary Sommer brings a diverse background of professional experience in education, agency recruiting, and client support. Before transitioning into the professional services industry, Mary...

Sloane Bennett

10/23/2024

Ms. Sloane Bennett serves as a Financial Planner at Precedent Wealth Partners. Sloane works with advisors on retirement and tax planning analyses, supports business development...

Claire Turner

Mrs. Claire Turner has nearly ten years of professional experience in business operations and executive support, with tenure at both a middle-market consulting firm and...

John Watson

03/07/2024

John Watson brings nearly a decade of investment analysis and consulting experience to the Precedent Wealth Partners’ Investment Committee. He started his career at Goldman Sachs before...

Carissa Fowler

12/01/2023

Ms. Carissa Fowler helps Precedent in a variety of ways, largely by leveraging her background in marketing and graphic design. Carissa is essential in the...

Nina Novales

Ms. Nina Novales brings exceptional experience to Precedent’s operations team. After obtaining her bachelor’s degree in accounting, she has accumulated four decades of experience in...

Jasmine ‘Jazz’ Hawk

04/03/2023

Ms. Jazz Hawk has seven years of experience in financial advisory, risk management, and financial analysis. Jazz has a bachelor’s degree in accounting and a...

Wendy Yates

Mrs. Wendy Yates has more than 20 years of diverse legal experience. As a practicing attorney, Mrs. Yates is a current member of the National...

Lad Perenyi

Mr. Lad Perenyi has over 40 years of experience in financial analysis and investment asset valuation. Lad has a bachelor’s degree from the University of...