12/24/2025
Honored to be recognized in 2025 by Forbes amongst the best in Arizona. Grateful for the families and businesses who trust our team with their legacy. Always building. Always growing.
Navigate through the complexities of high-tax environments with a comprehensive financial plan.
12/24/2025
Honored to be recognized in 2025 by Forbes amongst the best in Arizona. Grateful for the families and businesses who trust our team with their legacy. Always building. Always growing.
08/23/2022
Baby Marshall in the oven!
11/12/2021
https://www.thegypsynurse.com/blog/tips-to-help-manage-personal-finances/
3 Travel Nurse Financial Management Tips Use these tips for travel nurse personal finances. Use a financial advisor, Set up savings, and be engaged. Find out more in this article.
11/12/2021
Markets Look Past Tapering Announcement With the Federal Reserve’s tapering baked in, markets focused on stellar earnings and solid economic fundamentals — as we had forecast. We’ll discuss these topics and more in Northwestern Mutual’s Market Commentary for the week of Nov. 8, 2021.
08/13/2021
Back in Chi town
11/29/2020
On a daily basis I see new families emerging or expanding. What shortly follows are professional pictures, a decorated nursery, and a constantly full amazon cart. Let’s be fair though you are overjoyed, its exciting, and it all feels necessary. We all take the time for the things we want & enjoy, that’s easy. Sometimes, what’s most important is overlooked or sidelined. So, here’s my encouragement- read the article and take the time to do the important things. My team will be happy to help.
There are 3 scenarios that play out here:
1. ‘The perfect day’: “Yep, I get it. I just really need to do xyz and then I’ll get to it”
2. “Ahhh im not sure, I think I’m ok. I don’t really think I need that stuff right now. If something happened my family will help me”...No comment😶
3. “Makes sense. What’s the best way to set that up for my family?”
Choose wisely 🙂
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