Broker Check


Like you, our world has been turned up-side-down both personally and professionally with the current international heath and economic crises.  It feels like every area of my life has been impacted and it’s easy to focus on the uncertainty and chaos.  As I’ve talked with clients over the past several weeks, I’ve had the privilege of hearing about some rays of sunshine peeking through the ominous clouds.  Their stories have inspired me so much so that I can’t keep them to myself!  My hope is that hearing a slice of their stories might spark an idea that could impact you, a family member, a friend, and so on.  Also, I hope for an opportunity to support our fellow business owners and community members. 

Without further ado, let me officially kick-off my series “Client Spotlight:  Rays of Sunshine”.

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

Tuesday, April 14, 2020

What do you do when you normally have a hands-on culinary program with a kitchen full of students each day and the shelter-in-place edict is looming? That’s where Scott Wade, President of the Culinary School of Fort Worth (CSFTW)...