LGT Announces Recent Promotions Highlighting Internal Talent

Lane Gorman Trubitt, LLC (LGT) is pleased to announce a new group of firmwide promotions taking effect this February. The promotions were shared with the team during the firm’s quarterly staff meeting.

“These promotions represent the momentum our people have built through consistent effort and leadership,” said Dawn Möeder, managing member of LGT. “Each individual has played a key role in strengthening our firm, and we’re excited to support them as they continue to grow and take on new opportunities.”

The promotions are listed below:

Assurance Services Department (ASD):

• Chadd Dearen has been promoted to Senior Manager.
• Molly Hocker has been promoted to Supervising Senior.
• Michael Song has been promoted to Senior II.
• Arpana Nepal and Sara Conde have been promoted to Senior I.
• Amber Machristie has been promoted to Staff II.

Tax Department:

• Brooke Morlet, Paige Rebmann, and Zaynab Saleh have been promoted to Senior II.

Client and Advisory Services (CAS):

• Dawn Price has been promoted to Senior Director.
• Ashley Ohno has been promoted to Senior Consultant.

LGT Financial Advisors:

• William Purvis has been promoted to Portfolio Analyst.
  

Administration:

• Megan Wilson has been promoted to Finance & Operations Controller.

LGT remains focused on developing its people within. These promotions reflect the firm’s continued progress, strong leadership foundation, and long-term vision for success.