For many couples, the transition from parenting young children to becoming empty-nesters is both exciting and challenging. While the idea of having more time
For families looking to fund a child’s or grandchild’s education, two popular options often come up: 529 plans and trusts. While both can be effective ways to
I'm excited to share with you that I have been named a 2025 Forbes Top Best-in-State Wealth Advisor for Texas.
This recognition, developed by SHOOK Research
After 25 years of working with affluent families in Houston, I’ve seen firsthand how wealth can be both a blessing and a burden. Parents and grandparents want
When I reflect on my own career, I think of the mentors who shaped me—those who invested in my growth, challenged my thinking, and helped me navigate the
We’ve all heard the familiar advice passed down through the generations: "Save 10% of your income," "Pay off your mortgage before you retire," or "Live frugally
As anyone who’s been around for a few decades knows, one of life’s few certainties is change—especially when it comes to finances. And in recent years
As a financial advisor with over 25 years of experience, I’ve had the privilege of helping countless couples navigate their financial journeys. And while the
Big life transitions, like widowhood or divorce, can feel overwhelming, but they also present an opportunity to reset and regain control of your financial
At this time of year, I’m sure you’re seeing a lot of articles about setting resolutions, making financial plans and starting the year off on the right foot. I
As we step into the new year, many business owners and families who have built significant wealth are reflecting on the legacies they wish to leave behind. (And
As the year winds down, it’s the perfect opportunity to reflect on your financial goals and evaluate your relationship with your financial advisor. Whether you
