Your Richest Life
JULY 15, 2022
In late 2021, I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the seventh year in a row. I also received the Investopedia Top 100 Financial Planner distinction for the third year in a row. Listed as a D Magazine Best Financial Planner for the seventh year in a row.
Your Richest Life
AUGUST 4, 2023
I was honored to receive D Magazine’s Best Financial Planners in Dallas award for the eighth year in a row. I am so thankful to have been nominated for this award, and I feel very lucky to call many of the planners on this list my friends and colleagues. It’s been a fun, busy year!
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Your Richest Life
JULY 2, 2024
In 2023, I was also honored to receive D Magazine’s Best Financial Planners in Dallas award for the ninth year in a row. I am so thankful to have been nominated for this award, and to be a part of such a supportive network of DFW financial planners. He was a wonderful man, and we all miss him dearly.
Indigo Marketing Agency
APRIL 28, 2023
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Inside Information
JULY 31, 2022
If you’re as old as Methuselah, like I am, you might remember a pivotal moment in the evolution of the planning profession, when Forbes magazine noticed that brokers, life insurance and tax shelter salespeople were starting to call themselves ‘financial planners.’ But not as a financial planner.). Pandemonium!
eMoney Advisor
JUNE 8, 2023
“I have been sharing my pronouns professionally for some time now on social media, during video meetings, and in discussions,” Laura LaTourette, CFP®, said in an editorial for Financial Planning magazine. 2 If you’re ready to do just that, read our new eBook, Candid Conversations: LGBTQ+ Planning. Sources: 1.
Inside Information
APRIL 26, 2023
We all like to know who are the real up-and-comers in our profession, the younger career financial planners who are exhibiting strong professional leadership skills and extraordinary talents. But the magazine keeps sending issues to me. Wait; what?!? But then a “Top 40 Under 40” article caught my eye.
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