Article, Financial Counseling and Financial Planner

Your Richest Life Celebrates Nine Years

Your Richest Life

AUGUST 4, 2023

To date, I have worked with more than 170 families, been quoted in dozens of articles, and spoken to several groups about improving their finances and planning for their futures. I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the eighth year in a row. It’s been a fun, busy year!

Financial Planner

Financial Planner Financial Counseling Fee Only Clients

Your Richest Life Celebrates Ten Years!

Your Richest Life

JULY 2, 2024

So far, I have worked with more than 150 families, been quoted in dozens of articles, appeared on many podcasts and spoke to several groups about improving their finances. In 2023, I was also honored to receive D Magazine’s Best Financial Planners in Dallas award for the ninth year in a row. Here’s to the next ten years!

Financial Planner

Financial Planner Fee Only Financial Planning Financial Counseling

Financial Advisor Source

Your Richest Life Celebrates Nine Years

Your Richest Life Celebrates Ten Years!

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