Grief Far and Near

Grief Far and Near

The horrific murder of 19 children and 2 teachers at Ross Elementary School in Uvalde, Texas last week has found me, like most of us, asking questions—again—that cry out for answers. As those precious families grieve the loss of their beautiful children and the...
Are You Safe?

Are You Safe?

Being a trusted professional goes far beyond keeping confidential your clients’ personal and financial information. Click here to learn exactly what that...
Reading Faces

Reading Faces

When she sat in my office, I could not stop translating her face. The raised eyebrow was saying one thing but the upturned, impish mouth another. What I first sensed was a tough conversation soon turned into one of the most delightful visits of the day. How do you...
Future Big – Past Small

Future Big – Past Small

Some time back, I read an article published by New York Times guest columnist Carl Richards, CFP® that offered wisdom. Titled, “Your Future Should Be Bigger Than Your Past. Here’s How to Do It,” Richards takes on a phenomenon advisors face every day. Time with clients...