Generational Wealth Development

06/22/2026

I spend a lot of time talking to high school students about finances and I heard something last week that will never make me question that time again.

A teacher shared that one of their students got a summer job, opened a Roth IRA, and started contributing from her paycheck.

A high school student. Investing for retirement. On her own.

Think about the impact of that decision. Most ADULTS don't start saving for retirement until their 30s, and this student is getting a head start before she's even graduated high school!

One student just completely changed their future. She might even retire before you do.

It also serves as a reminder that young people are capable of far more than we sometimes give them credit for. They don't need to know everything about money. They just need someone to start the conversation.

Parents. Teachers. Coaches. Mentors.

Never underestimate the impact you can have by teaching a young person about money. One lesson, one conversation, or one idea can completely change the trajectory of their financial future.

When we teach kids about money early, we're not just teaching dollars and cents, we're helping create opportunities, choices, and freedom for the rest of their lives.

And if you need help with that, I love having those conversations.

06/02/2026

Are you the same person you were when you got your first job?

Of course not.

Your life has changed. Your career has changed.

Your priorities have changed. Your values have changed.

But how many people chose a financial advisor years ago and never reevaluated that decision?

As you've changed, have you ever stopped to ask whether your advisor is still the right fit for you?

In my latest blog post, I explore why reviewing your advisor relationship every few years makes sense and share 5 questions everyone should be asking their financial advisor.

Most shop insurance every few years but never review their financial advisor. Learn to evaluate your advisor with Questions to ask every year.

05/27/2026

There are always a lot of questions when your employer is sold or changes hands. The biggest question should focus on you:

What happens to your retirement account?

You likely have options:
• Leave it with the existing company plan
• Move it into your new employer’s plan
• Roll it into an IRA that you control

The important thing is understanding what options are available and figuring out what works best for your situation, not just what the company suggests.

05/03/2026

Changed jobs recently?

You don’t have to roll your old 401(k) into your new one. You’ve got options and the right choice depends on your situation.

If you’re not sure what to do, I'm happy to help. I offer free One-on-One chats to help you understand your options and make a confident decision.

Message me or schedule a time

04/28/2026

Transparency matters.

You deserve to know exactly what you’re paying, what you’re invested in, and why.

Despite what commercials say, investing doesn’t have to be complicated. It just needs to be clear, honest, and built around you.

Send a message to learn more

04/15/2026

New monthly newsletter goes out at noon today. Basketball adjacent this month. Shoot me your email if you'd like to check it out or sign up here!

04/14/2026

No one should be a bigger expert on your money than you. You will never meet anyone who cares more about your future than you do.

You know the sleepless nights, the sacrifices, and the goals you haven’t even said out loud yet…the life you’re trying to build for your family.

And if the person you hired as a “financial advisor” is just taking your money and isn’t talking about your money story, how could they possibly know what’s best for your life?

Find someone who will help you become your own expert.

Send a message to learn more

03/29/2026

A great way to feel more financially secure is to reduce your spending. Which can seem super difficult when prices seem to keep going up. So I wrote up a few pro tips that helps us to reduce spending.

*If you need a budget template, reach out! I have some resources I'm happy to share.*

How to spend less, save more, and build wealth faster. Learn simple strategies to reduce spending without sacrificing your lifestyle.