Meet the LKJ Financial Team

The LKJ Financial team is a diverse group with varied backgrounds, skills and passions. Together with our trusted partners we strive to bring experience, care and knowledge to your financial life.

Lindsey James-West, CFP®

Financial Planner & Wealth Advisor Managing Partner

Lindsey’s number one focus is helping people achieve financial peace of mind. She has built a reputation as a personally-engaged problem solver who provides exceptional, hand-on guidance. Working with other advisors, attorneys, tax professionals and caregivers, her approach is inclusive, transparent and education-based. In addition to working with her clients, Lindsey teaches retirement and tax planning courses at various Houston Community College campuses and also works with companies to bring financial education into the workplace and help employees become financially informed.

Lindsey is a CERTIFIED FINANCIAL PLANNER™ and has Series 7, Series 66 and Group 1 Life, Health and Variable Insurance licenses. She holds a B.S. from Northwestern University and completed the CFP® Certification Program through Rice University. Lindsey is a member of the Financial Planning Association (FPA) and Houston’s National Association of Insurance and Financial Advisors (NAIFA).

Although Lindsey is a long-time Houston resident, she enjoys traveling and has spent time living in Chicago, Spain and London. Lindsey loves yoga, running and exploring Houston’s neighborhoods on foot. She is a Sustaining Member of the Junior League of Houston and supports Casa de Esperanza, an organization that provides a safe place for children in crisis due to abuse, neglect or the effects of HIV. Lindsey lives in the Houston Heights with her husband and their three children.

Lynne Karoll James

Founder

Lynne founded LKJ Financial and loved planning and helping individuals build tailored strategies to achieve their retirement dreams. She began her career in the 1970’s focused on life insurance and estate planning, providing protection for individuals, families and business owners. From there, she broadened into financial planning, initially focusing on helping people who need to integrate government pensions like TRS into their retirement savings and income planning.

Lynne lived in Houston for over 45 years and had two grown daughters and a son. She enjoyed spoiling her grandchildren and traveling – particularly to Acapulco where she lived for a number of years after working as an actress and commercial model in Mexico City.

After being in the financial business for nearly 50 years, Lynne took pride in the fact that she had many clients that worked with her for decades. Lynne lost her battle against lung cancer in early 2023, but her spirit and her legacy lives on through LKJ Financial and the work we do with our clients.

Adam D. Goldman

Financial Advisor

Adam focuses on comprehensive investment management and retirement planning for retirees, young professionals, small business owners, educators and families. His primary goal is to simplify the complicated investment world and help people preserve their hard-earned assets. He strives to provide objectivity, education and tailored advice to make a positive impact in the lives of all of those with whom he interacts.

Adam enjoys working with people who need to integrate pension systems like the Teachers Retirement System (TRS) or the Optional Retirement Program (ORP) into their retirement plans. As a comprehensive planner, Adam’s scope of work extends beyond just investments to also incorporate protection strategies like life, health, disability and long-term care insurance. The foundation of retirement planning and prudent use of financial tools plays a major role in the way in which he engages with his clients.

Adam is a CERTIFIED FINANCIAL PLANNER™ and holds his FINRA Series 6, 7, 63, and 66 as well as a Texas General Lines Life, Accident, Health, and HMO license. He is a graduate of California State University (BA) and Keimyung University (MBA) and completed his CFP® certification program through Rice University. He lives in Fort Bend County and spends his free time with his wife, son and their two cats. He enjoys keeping up with major league baseball and Texas BBQ.

Sari Enriquez Clyde

Marketing & Events

Sari takes pride in client appreciation, bringing her event planning and creative experience to develop different ways to show clients how much we value them. Sari plays an integral role not only by taking care of LKJ Financial’s clients, but also helping extend the company’s services to prospective clients by planning educational workshops and events, generating promotions and marketing. She is passionate about helping the LKJ advisors provide people with the proper financial resources and education towards achieving financial peace of mind.

Sari moved to Houston from Los Angeles in 2008 to be closer to her family and quickly felt like a Houstonian. She enjoys spending time outside with family as well as taking care of her two adorable dogs. Sari volunteers at the Houston Society for the Prevention of Cruelty to Animals as well as the Wildlife Center and the Houston Food Bank. In addition, she loves gardening, sipping margaritas, listening to Latino pop, sparking up the barbecue and cooking delicious and spicy Mexican recipes.

Amelia Weber

Operations & Client Service

Amelia brings over 20 years of experience to her role handling client inquiries and managing the many administrative and operational aspects of client accounts and transactions to make sure that our clients have the best experience possible when working with LKJ Financial. Building and maintaining client confidence is her number one priority.

Amelia is a critical point of contact for our clients and brings her bubbly personality and contagious laugh to her role at LKJ Financial. She also helps streamline communications between our existing clients, advisors and the rest of our team.

Amelia holds her FINRA Series 6 and 63 licenses and her New York Life, Accident and Health Insurance License. She attended Houston Community College and studied Graphic Design and Visual Communications at Lone Star College. Amelia has lived in the Houston area most of her life aside from a four-year stint in New York. As much as she enjoyed experiencing four seasons out East, she moved back to Houston in 2020 and is here to stay.

When Amelia is not in the office, she enjoys spending time with her oldest daughter and grandchildren as well as curling up with her husband and her three younger daughters who are still at home. She enjoys a good movie and also loves to soak up the sun – with sunscreen of course! Amelia’s favorite hobby is photography, and she appreciates getting time to spend honing her craft.

Kristina Kieng

Client Care

Kristina always has a smile on her face and takes a great deal of pride in taking excellent care of anyone who comes into contact with LKJ Financial. When you arrive at our office or call us on the phone, her main priority is to make you feel welcome, at home and comfortable.

Kristina is also instrumental in helping the office run on a day-to-day basis by assisting with incoming calls, scheduling meetings and managing advisor calendars, maintaining conference rooms and supplies, helping with mailings and other important behind-the-scenes tasks. Prior to joining LKJ, Kristina was a Pre-K teacher for 15 years. While she loved her students, Kristina has the drive to learn how to take control of her finances to set up the future for her family, which inspired her to take on her role with LKJ Financial.

In her spare time, Kristina loves working on her small business where she personalizes everyday essentials and home décor. Her favorite season is fall and she loves to turn her house into Santa’s Workshop over the holidays. She is a fitness fanatic and if you don’t see her in the front of the office, she’s likely walking around trying to get her steps in for the day. Kristina also enjoys traveling with her husband, hanging out with their two English bulldogs, watching movies and dancing to 90s music.

Ashley Gottlieb

Financial Planning Intern

Ashley joined the LKJ team in July 2022 as a financial planning intern and provides on-the-ground support to LKJ’s advisors and staff in a variety of areas. Some of Ashley’s responsibilities include helping advisors with meeting notes, data entry, case discussions and financial plan development for clients and prospective clients; office administrative tasks like digitizing files, scanning and database maintenance; helping preparing for and staff marketing events; and special projects as needed.

A New York native, Ashley moved with her family to Houston in 2013. She graduated from Lone Star College with an Associate of Arts in Business and is currently attending the University of St. Thomas pursuing the BBA/MBA degree in Finance. Ashley was drawn to the world of financial planning after personally witnessing the impact that a well-laid financial plan could have had in the lives of those around her and is excited to gain more real-world experience during her time with LKJ Financial.

Ashley prioritizes health and fitness in her life by doing strength training, yoga and hiking. She embraces her Colombian heritage with much love, especially in the kitchen where she thrives remaking the meals she grew up eating.

What’s Your Risk Number

Setting portfolio return expectations using risk – rather than just average return – can lead to you feeling more informed and happier about your investments. Find out what your Risk Number is with this brief tool, which uses a scientific framework that won the Nobel Prize for Economics.

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    DISCLAIMER:

    Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member of FINRA/SIPC. 6187 Carpinteria Ave., Carpinteria, CA 93013, (800) 874-6910. LKJ Financial, LLC and Plan Member Securities Corporation are independently owned and operated. Lindsey James-West (TX Insurance License #1561746) or Adam Goldman (TX Insurance License #2404721).