11/04/2025
I’m thrilled to be hosting this year’s Advisor Symposium. This premier event is for accountants and attorneys who guide clients through advanced business and estate planning strategies.
This year, we’re bringing together an exceptional panel of thought leaders to explore topics that matter to your clients, from foundational and strategic trust planning, to advanced tax planning strategies, to safeguarding business continuity and preserving family legacies.
It’s going to be an insightful and impactful program filled with actionable strategies, expert perspectives, and opportunities to strengthen your professional knowledge.
Download the flyer to learn more and follow the link to reserve your seat today. Join me for an event you won’t want to miss! https://bit.ly/43co3SX
10/09/2025
🎀 October is Breast Cancer Awareness Month & this month, we’re proud to honor our clients celebrating birthdays by making a donation to
This incredible organization provides free professional support for children & teens when a parent faces a serious illness.
💕 Because we believe in celebrating life by giving back.
09/17/2025
Moves like this aren’t only headlines as they often raise important questions: How should you think about liquidity? Credit? Your portfolio? Even your long-term legacy planning?
Moments like this are a reminder that financial strategies aren’t set-and- forget and should evolve with the environment.
If you’d like to talk through what the Fed’s decision could mean for your bigger picture, let’s connect.
08/12/2025
Happy to the one who made me a dad 💙
From bedtime stories to deep conversations about Legos and life, being your dad is my favorite title. You remind me daily to stay curious, lead with kindness, & keep my priorities in check.
Here’s to raising good humans!
08/12/2025
📈 I sat down with Roman Samuels from Russell Investments to break down what’s happening in the markets & what it could mean for the rest of 2025.
We talked about inflation, interest rates, global trends, & why staying invested matters.
🎥 Watch here: https://youtu.be/H6SoASGQV7I
Know someone who’d benefit? Feel free to share.
08/05/2025
🎒 August is Back to School Month & what better way to celebrate than giving back?
This month, we’re honoring our clients’ birthdays by donating , an incredible nonprofit helping students thrive in school & in life.
Birthdays + Backpacks = A Perfect Match
Here’s to brighter futures, stronger communities, & showing up for the next generation. One month at a time. One cause at a time.
06/19/2025
Today we celebrate Juneteenth by reflecting on the history, culture, and achievements of African Americans everywhere.
05/02/2025
We believe in celebrating our clients in a meaningful way. This month, we honored our clients' birthdays with a donation to Austin Pets Alive! Giving back is at the heart of our mission. 🥰 Austin Pets Alive!