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We’re so proud of our teammate, Dena! She is speaking at an upcoming event to help shine a light on such an important topic—recognizing and protecting clients who may be vulnerable. Dena’s passion for caring for others and making sure every person feels safe and supported truly reflects the heart of our team. Please join us in cheering her on as she shares her knowledge and compassion to help make a difference in our community!

We’re so proud of our teammate, Dena! She is speaking at an upcoming event to help shine a light on such an important topic—recognizing and protecting clients who may be vulnerable. Dena’s passion for caring for others and making sure every person feels safe and supported truly reflects the heart of our team. Please join us in cheering her on as she shares her knowledge and compassion to help make a difference in our community!


Look who has a birthday this month! Please JOIN US in wishing JAMES and SUE a very HAPPY BIRTHDAY! We hope they have a wonderful day and spend it surrounded by love and happiness.

Look who has a birthday this month! Please JOIN US in wishing JAMES and SUE a very HAPPY BIRTHDAY! We hope they have a wonderful day and spend it surrounded by love and happiness.


Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA


We had the pleasure of welcoming two of our home office partners, Shane Kitzman (Communications) and Justin Buszin (Insights and Research), for a visit! We shared how we work as a collaborative team to serve our clients. We value these visits because we learn from each other and focus on working together to deliver the best possible experience for our clients We’re grateful for the opportunity to learn from one another and stay connected in the work that matters most. #Teamwork #ClientFocused #BetterTogether

We had the pleasure of welcoming two of our home office partners, Shane Kitzman (Communications) and Justin Buszin (Insights and Research), for a visit! We shared how we work as a collaborative team to serve our clients. We value these visits because we learn from each other and focus on working together to deliver the best possible experience for our clients We’re grateful for the opportunity to learn from one another and stay connected in the work that matters most. #Teamwork #ClientFocused #BetterTogether


Look who has a birthday this month! Please JOIN US in wishing Dena and Hillary a very HAPPY BIRTHDAY! We hope they have a wonderful day and spend it surrounded by love and happiness.

Look who has a birthday this month! Please JOIN US in wishing Dena and Hillary a very HAPPY BIRTHDAY! We hope they have a wonderful day and spend it surrounded by love and happiness.


Thinking about extending your life insurance coverage? Learn more about what to expect when your term life insurance expires and the pros and cons of term-to-life conversions: https://bit.ly/459jpXb

Thinking about extending your life insurance coverage? Learn more about what to expect when your term life insurance expires and the pros and cons of term-to-life conversions: https://bit.ly/459jpXb


Dena, Jill and Hillary from our team attended a women's event Thrivent hosted in Houston to connect and learn with 150 other women advisors from Thrivent. They were inspired by female peers and speakers, learned new ways to uplift others and had a lot of fun being their authentic selves. CHALLENGE - See if you can find them in the sea of blue. Good Luck!

Dena, Jill and Hillary from our team attended a women's event Thrivent hosted in Houston to connect and learn with 150 other women advisors from Thrivent. They were inspired by female peers and speakers, learned new ways to uplift others and had a lot of fun being their authentic selves. CHALLENGE - See if you can find them in the sea of blue. Good Luck!