Meet Your Speakers
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Lorie Burch, Attorney
Website: Burch Law Firm
Office: 972-385-0558
Lorie owns a Dallas law firm that primarily focuses on estate planning, including wills, trusts, powers of attorney, probate, and business law. Burch Law has been awarded 3 years in a row as one of the 500 fastest growing small law firms in the country, which is a testament to our team and how we’ve been able to help more families and individuals with this vital planning.
Lorie has engaged in many civic and community organizations and advocacy. In 2018, she ran for United States Congress for the 3rd District of Texas. Lorie recently served on the Lambda Legal Dallas Leadership Committee. From 2014-2016, Lorie served on the Black Tie Dinner Board. Lorie served as the 2013-2014 National President for the Board of Directors of the American Business Women’s Association. She is also the past Chairwoman of the Board for the North Texas LGBT Chamber and was formally the Co-Chair of the DFW Human Rights Campaign Steering Committee. In 2023, Lorie was voted as Dallas’ Best Civil/Family Law Attorney by readers of the Dallas Voice for the 4 th time! In 2022, Burch Law was honored as Business of the Year by the North Texas LGBT Chamber. Additionally, Lorie was honored by the Dallas Business Journal as a 2013 Women in Business. She was recognized as one of the 2010 Top Ten Business Women for the American Business Women’s Association. In 2007, Lorie was awarded the North Texas LGBT Chamber Business Person of the Year.
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Lisa Ward, Financial Advisor
Website: Chappel Wood Financial
Email: lisa@chappelwood.com
Cell: 817 614 3165
I have helped create magic with Disney for Make a Wish families, performed Christmas shows at local nursing homes growing up, coach Girls Scouts on finances, and plan women’s events for the Maverick Region Porsche Club of America.
Now I advise business owners and senior executives on how to grow and preserve their wealth, reduce taxes, and leave a legacy to achieve their goals at ChappelWood Financial Services. Who knew BFA + MBA = CFP. Once a nerd always, a nerd. I am an extra special one who can also sing and dance.
At ChappelWood Financial we develop customized strategies for Millionaires and Aspiring Millionaires. We help our clients overcome their wealth management fears, frustrations and challenges so they can live their retirement dreams. Life changes, which means your needs often go beyond investments and income planning. You require more specialized guidance and planning. Maybe even a bit of education. We’ve got you covered.
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Candice Lott, Realtor
Website: Candice Lott, Realtor
Cell: 413-595-1696
Candice Lott grew up in Forney, TX, and has made Collin County her home since 2011. She has an extensive background in sales and loves to help those around her.
After buying and selling several personal homes Candice decided she wanted to make sure everyone not only felt seen and heard but also had someone on their side to make their dreams come true when it comes to the real estate process. When you work with Candice, you can rest assured that you have an advocate & a solid negotiator as well as someone who'll you will have fun working with.
She is married to Michael, her forever adventure buddy, and they have 2 girls and 4 dogs. They like to go camping in their RV that they lovingly named Rhonda and spend time remodeling their 1970s home into their dream home. Candice is active in her community and serves on several committees for local non-profits.
Candice has earned the below designations and awards:
ABR - Accredited Buyer Representative Designation
RENE - Real Estate Negotioan Expert Designation
2023 Finalist for Readers Choice Award for Best Realtor in Plano