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1501 E Mockingbird Ln, Suite 300, Victoria, Texas 77904
Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Copyright © 2020 Bumgardner Morrison Wealth Management. All rights reserved.
Barbara Warmuth joined Bumgardner Morrison in 2014 as an administrative assistant with over 40 years of experience in accounts payable and administration. Barbara is responsible for welcoming and greeting clients, tracking accounts payable, maintaining up-to-date files, document processing and production, and providing administrative assistance to the Bumgardner Morrison team.
Barbara is a graduate of Victoria College and lives in Victoria, Texas with her husband of 40 years, Eddie. She enjoys spending time with her grandchildren, remodeling her home and landscaping the yard.
Lori joined Bumgardner Morrison in 2015 as an administrative assistant with over 31 years of experience in administration. Lori is responsible for welcoming and greeting clients, providing administrative assistance to the Bumgardner Morrison team, and producing the firm's newsletter.
Lori and husband Gilbert live in Victoria, Texas. She enjoys reading, quilting, crochet and spending time with family - especially their two granddaughters, Sydney and Avery.
Wealth Management Administration
Jamie first began at the firm in 2000 in an administrative assistant and billing role. Through the years she has developed skills and taken on new responsibilities to meet the wealth management needs of Bumgardner Morrison clients. As wealth management assistant, Jamie supports David, the director of wealth management, with all administrative and operations-related tasks, as well as all marketing and new business activities. She looks forward to each day in the office and helping people reach their financial goals brings a smile to her face. Before joining the firm, Jamie spent five years as a paralegal for a local estate planning and probate attorney.
Jamie plays the guitar and loves riding her Harley through the great outdoors. She and her husband have two daughters, Kelsey and Courtney.
Sheri joined Bumgardner Morrison in 2016 as a bookkeeper with 40 years of bookkeeping experience. She is responsible for preparing payrolls, financial statements and reports for several clients. Prior to joining the firm, Sheri was an Executive Administrative Assistant providing bookkeeping. Sheri has a Business Accounting Degree from Commercial Business College and studied Business Administration at Odessa College.
Sheri and her husband Tracy have been married 32 years and live in Victoria, Texas. They have two children. In her spare time she enjoys spending time with her husband, children and grandchildren.
Leah joined Bumgardner Morrison in 2012 as part of the administration team. In her current role, she is responsible for managing the reception area and greeting guests as they arrive. She also maintains deposits and accounts payable, document processing and production, manages the daily mail and human resources. Leah’s drive to grow and develop her skills as a bookkeeper has made her a perfect fit for the Bumgardner Morrison team.
Leah graduated from Texas A&M University with her Bachelor of Science in animal science. She is a member of the American Institute of Professional Bookkeepers, the American Association of Notaries and Victoria Area Aggie Mom’s Club. In her free time, she enjoys reading and spending time with her family. Leah, her husband and four children reside in Victoria, Texas.
Client Services Manager
Amber joined Bumgardner Morrison as part of the professional staff and is responsible for attestation engagements and tax returns. She is a native Victorian and was part of the first graduating class at Victoria West High School. After graduating high school, Amber attended Victoria College where she received two associate degrees. She then attended the University of Houston-Victoria where she graduated Cum Laude with her Bachelor of Business Administration in Accounting in 2017 and her Global Master of Business Administration in Accounting in 2018. Prior to joining BumgardnerMorrison, she worked as the Office Manager at the Victoria Economic Development Corporation for three years. She is currently studying for the CPA exams and is a member of the TSCPA-Victoria Chapter. In her free time, Amber enjoys traveling with her husband, Jared, and spending time with her family.
Jennifer Lowder also joined the BumgardnerMorrison staff in 2019. Prior to joining Bumgardner Morrison, she worked for seven years at Harrison, Waldrop & Uherek, LLP as a staff accountant. Jennifer’s outgoing and bubbly personality allows her to build long lasting relationships with clients. She has extensive experience in governments and school districts.
Jennifer attends University of Houston-Victoria, where she is currently pursuing her Master of Business Administration in accounting. She has two children, Teryn and Michael. She is the Treasurer of the Victoria West Choir Booster Club and Treasurer-Elect for the Junior League of Victoria. She also serves as a member of the Victoria Chamber of Commerce. When not busy being a mom-chauffeur, she enjoys volunteering, dancing, spending time with family, friends and pets, and binge-watching TV.
Ashley joined BumgardnerMorrison in 2019 and is responsible for attestation engagements. Prior to joining the firm, she worked in Houston for three years performing audits for not-for-profit entities. She has a passion to serve other people and meeting client’s needs.
Ashley earned her Bachelors of Business Administration in accounting from Texas A&M University in 2014 and her Masters of Science in Accounting from Sam Houston State University in 2015. She is currently working towards attaining her CPA license. When she is not in the office, Ashley can be found spending time with her family, especially her husband, Roman, and daughter, Taylor. She loves her faith, attending concerts, and Aggie softball! Ashley is currently a member of Catholic Daughters of America in Ganado, TX.
CPA, Consultant, Financial Advisor
Paula began her career with Bumgardner Morrison in 1977 and continues to serve the firm as a CPA consultant. She assists with tax and accounting services for individuals and businesses and advisory services. Paula is committed to professionally meeting the needs of clients.
Paula graduated from The University of Texas where she received her Bachelor of Business Administration in 1974. In her free time, she enjoys reading, University of Texas football, and music. She and her husband, Bill, love any time they can get with their son, Joshua and his wife, Michelle, but their granddaughters, Aubrey, Charlotte, and Morgan are the center of their attention.Check me out on BrokerCheck
CPA, Consultant, Financial Advisor
CFP®, AIF®, MBA, Director of Wealth Management
CPA, Partner, Financial Advisor
CPA, Partner, Financial Advisor
CPA, Managing Partner, Financial Advisor