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05/10/2026
💐 Happy Mother’s Day 💐
We honor the mothers and mother-figures whose strength, care, and dedication impact both family and community.
We’re grateful to support so many incredible women as they plan for their families’ future. Wishing you a meaningful Mother’s Day.
05/08/2026
If your income is growing, your tax strategy should be too.
New SALT and AMT changes could impact how you plan this year—and waiting could cost you.
Let’s make sure your plan keeps more money working for you.
📩 Reach out anytime.
05/05/2026
If you weren’t fully satisfied with your 2025 tax outcome, you’re not alone—and it’s not too late to make changes.
The best tax strategies aren’t last-minute… they’re planned ahead.
Let’s start now so next year looks different.
📩 Message us to review your plan.
04/05/2026
A day to rejoice, reflect, and remember that through Jesus, every ending brings a new beginning.
May your heart be filled with His peace and love.
Teachers retiring in Texas have many complicated decisions to make. I help them make sense and simplify the process.
12/25/2025
Wishing everyone a Merry Christmas! Hope your day is filled with joy and the people who make life brighter.
Enjoy every moment of the season 🎉
11/26/2025
Wishing everyone a wonderful Thanksgiving! Our office will be closed through the holiday weekend, and we will return on Monday. Hope you enjoy this time with loved ones! 🍂🧡
10/15/2025
I'm excited to announce that I've joined Three Cords Wealth Management! This transition reflects growth, purpose, and my continued commitment to serving clients with excellence and integrity.
I'm grateful for the trust and relationships I've built over the years, and I look forward to continuing our work.
New chapter. Same dedication. 🥳
08/11/2025
Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. We send our best wishes out to all of our scholars this year, including those starting out at a new school or maybe gearing up for graduation.
07/04/2025
Happy 4th of July! We wish everyone a fun, safe and festive Independence Day 🎆
06/19/2025