Helping families make wise and confident financial decisions by providing quality education, developing thoughtful financial plans and providing wealth management services. I am licensed to sell insurance in AZ, FL, IL, KS, MI, NC, NM, OK, TN and TX. I am licensed to sell securities in AZ, CA, CO, FL, GA, IL, NM, OK, TN, KS, WA and TX. I am a registered representative of and offer securities and
investment advisory services and financial planning through MML Investor Services, LLC, member SIPC (www.sipc.org). Supervisory address: 317 Grace Lane, Ste. 250, Austin, TX 78746. 512-346-6020. Mass Mutual is a marketing designation for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives.
05/03/2025
Grace Lane Annual Letter to Clients
Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.SIPC.org). Grace Lane Financial Partners is not a subsidiary of MML Investors Services, LLC or its affiliated companies. Supervisory Office: 317 Grace...
Proof that we’re just as good at catching fish as we are at catching up with great clients! An amazing day at Goose Island State Park, with a haul to brag about and some memories to keep.
10/23/2024
Join us in celebrating new grandparents, Cindy and Jorge Bermudez!
Welcome to the world beautiful Saylor Rae Monks, born 10/7/2024, weighing 9 lbs 2.5 oz, and Mateo Grey Folawn, born 5/30/2024, weighing 9lbs 4oz.
Enjoy every precious moment❤️
08/02/2024
Join us for a market update from the comfort of your home or office! Greg and Guy will fill you in on the latest market trends, what they mean, and possible next steps. https://www.addevent.com/event/Ru22486891
Today marks the official start of summer, and we couldn't be more excited! 🌴 Whether you're planning beach trips, outdoor adventures, or simply enjoying the longer days, we hope your summer is filled with joy and relaxation. Here's to sunny days ahead!