11/03/2026
I recently had the opportunity to partner with fellow financial advisor Connor Nutt, Financial Advisor, with Maus & Associates to visit a few local elementary & middle schools as part of the New York Life Foundation's Grief Sensitive School Initiative.
This opportunity was especially meaningful to both of us given my own 9 years in the classroom and because both of Connor's parents are Life Long Educators here in DFW.
Through this initiative, we had the opportunity to share resources and discuss ways educators can better recognize and support students navigating grief and loss.
As financial advisors, much of our work revolves around helping families prepare for life's uncertainties. But opportunities like this remind us that supporting families and strengthening our communities extends far beyond financial planning.
Thank you to the schools' faculty and staff for welcoming us and for the incredible work they do every day. Want to give a shout out to Erica Kelm with Lake Dallas Middle School, Wendy Cain & Katie Aldridge of Princeton ISD. They are doing amazing things to support the mental and physical health of our students!