Certifications: CFP®, AIF®
Insights
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What Lubbock Quietly Teaches About Wealth
After years of working with families in Lubbock, we’ve come to appreciate something that rarely gets said out loud: wealth is not just what you accumulate. It is what your environment allows you to keep, experience, and enjoy. And in that sense, Lubbock has a way of teaching lessons that extend far beyond financial planning.…
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What’s for Dinner? The Power of a Weekly Planning Reset for Your Family—and Your Finances
“What’s for dinner?” It’s the question that shows up every single day—usually right when life feels the busiest. Sometimes I wonder how we ever managed family life and work life before the days of online ordering and curbside pickup. Back then, dinner didn’t just mean cooking—it meant carving out time to walk the grocery store…
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Back-to-School Financial Planning: Teaching Kids About Money, Time, and Priorities
What if back-to-school shopping could become a financial lesson? What if back-to-school shopping could do more than prepare your kids for the classroom? What if it could also become a small but meaningful lesson in financial decision-making? As a working parent, I know firsthand how quickly this season escalates. One day you’re enjoying the final…
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Buyers’ Remorse: A Small Moment That Teaches a Bigger Lesson
Have you ever watched your child make a decision you know will teach them something important, even if it is a little uncomfortable in the moment? As a parent, I would much rather spare my kids from learning things the hard way. But experience has a way of making lessons stick in a way advice…
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The Balancing Act: Navigating Mid-Mom Phase and Office Priorities
Finding Balance in Career and Motherhood Work-life balance—does anyone ever truly achieve it? Probably not, but with each season of life, we find ways to make it work for the present moment. As a mother of five with a full-time career in financial advising, I’ve learned that the concept of balance is often more about…
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