Reese Lipoma
Intern

As the intern, Reese assists the advisory team with research, client support, and administrative tasks while gaining practical experience and working toward obtaining financial industry licenses.

Years of Experience
6 months
Education/Licenses

Bachelor of Science in Biology & Master of Public Health  

from Northwestern State University

SIE

Community Involvement

1. What does Financial Confidence mean to you?

Financial confidence means having a clear plan so money becomes a tool instead of a worry. It is being in control and working toward meaningful goals with clarity and intention.

2. What inspires you about the work you do?

I am inspired by helping people get organized and take control of something that can feel overwhelming. Seeing a clear plan instead of uncertainty and stress is what makes this work meaningful to me.

3. Favorite Food?

Mexican