Maxwell Locke & Ritter and our affiliate, ML&R Wealth Management, is excited to announce that Michelle Hardeman, Brandon Lamb and Vanessa McElwrath have been promoted to Partner.
Michelle joined Maxwell Locke & Ritter in 2016 and focuses on being a resource to clients and co-workers which involves technical and practical knowledge sharing. Her primary focus is on flow through entities and she really enjoys working with family groups. She began her career with Ernst & Young’s Austin office in 2001 where she most recently served as a Tax Senior Manager. During her 15 years with Ernst & Young she served companies in real estate, healthcare, technology, venture capital, manufacturing and wholesale/retail and is experienced in federal and state tax compliance, ASC 740, acquisitions, IRS examinations and multi-state and international issues. Click here to learn more about Michelle.
Brandon joined Maxwell Locke & Ritter in 2014 and provides transaction advisory services for private equity investors and strategic buyers, including buy-side and sell-side financial due diligence. Prior to joining ML&R, he worked in the transactions practices of EY, KPMG and SCA for six years. Prior to his time in transaction services, Brandon attended law school and worked for seven years in the audit practices of EY and Arthur Andersen. Click here to learn more about Brandon.
Vanessa joined ML&R Wealth Management in 2013 and is a wealth advisor assisting high net worth individuals, non-profits, and corporate retirement plans to develop long-term investment plans and portfolios designed to help achieve their financials goals and objectives. Vanessa’s expertise is working with private business owners, corporate executives, trustees, and retirees. Vanessa’s responsibilities include aligning families’ investment assets with future liabilities, and coordinating estate planning, tax, insurance and philanthropic strategies. Vanessa is a CPA and a Certified Financial Planner (CFP). Click here to learn more about Vanessa.
Please join us in congratulating these three on their much deserved promotion, and thank you for your business and friendship!