LifeBranch Wealth Partners

09/03/2026

Meet Amber Castleman, Executive Assistant to Kelly Bays in our Chicago LifeBranch office!

Amber has spent 10 years with Ameriprise, and over the past five years she has supported Kelly as the Chicago office has grown from a team of two to five women. She enjoys the variety of her role, helping wherever needed and working closely with clients as they establish and work toward their goals.

Outside the office, Amber loves hiking and visiting national parks with her fiancé. By the end of 2026, they will have visited 24 national parks together. They got engaged in Rocky Mountain National Park in 2025 and are planning a Yosemite National Park wedding in September 2027. When she is not traveling, you can usually find her at Burn Boot Camp or enjoying a good iced latte.

We’re glad to have Amber as part of the LifeBranch team!

09/01/2026

Today we’re celebrating Jennifer Duncan and 24 years of dedication, experience and service!

Jennifer has been an important part of the team since 2002, and we’re grateful for everything she brings to LifeBranch Wealth Partners. Please join us in wishing Jennifer a very happy work anniversary!

08/28/2026

Big financial decisions often come with even bigger questions.

Whether you're navigating a career change, planning for a future liquidity event or simply wondering what your options are, uncertainty can feel overwhelming.

One of the most valuable parts of financial planning is gaining clarity. When you understand your choices and the trade-offs involved, it's easier to make decisions that align with what matters most to you and your family.

Sometimes, clarity is the greatest outcome of all.

https://bit.ly/4cJ45Us

08/26/2026

Around LifeBranch Wealth Partners, we're big fans of our four-legged family members. Whether they're greeting us at the door, joining us on a walk or simply keeping us company after a long day, dogs have a special way of making life a little brighter.

Today we're celebrating all the loyal companions who bring so much joy to our lives.

We'd love to see yours! Share a photo of your pup in the comments.

08/25/2026

Less than two months until our Shred Day event in Grapevine! Join us for a fun-filled morning of secure document shredding and family-friendly fall activities. Enjoy coffee, donuts, and a festive fall atmosphere.

https://bit.ly/4gepmHS

08/24/2026

Happy birthday to Katie, who celebrated on Sunday!

We hope you had a wonderful day filled with plenty of reasons to celebrate. Wishing you a great year ahead!

08/23/2026

Creating or updating your will is one of those important tasks that's easy to put off, but it plays an important role in making sure your wishes are clearly documented.

If it's been a while since you've reviewed your estate planning documents, or if you've experienced a major life change, this month can be a good reminder to revisit them.

A will is one piece of an overall estate plan and can help provide direction for the people who matter most to you. Consider working with your attorney and other professionals to ensure your documents reflect your current wishes.

https://bit.ly/4gOs4ny

08/22/2026

Retirement isn’t one‑size‑fits‑all.

Some people want travel and activity. Others want simplicity and routine. Defining what “ideal” looks like helps ensure financial decisions support the life you actually want to live.

Refine your retirement dreams by asking yourself these 7 questions.

08/20/2026

Team Spotlight: Meet Jilene!

Jilene joined LifeBranch Wealth Partners in April 2026 and brings more than 15 years of experience with Ameriprise, along with an even longer background in financial services. She works remotely from Minnesota and serves as our Operations Director.

What she enjoys most about her role is the people, the culture and the opportunity to help our team keep improving. She loves being part of a group that stays focused on what matters most and looks for ways to make a positive impact.

Outside of work, Jilene is an avid traveler and outdoor enthusiast. In her twenties, she explored Thailand and Cambodia, including the temples of Angkor Wat and Ta Prohm. More recently, she visited her daughter while she studied abroad in Argentina and watched the sunset over the Andes Mountains.

These days, much of her free time is spent cheering on her kids at college softball and volleyball, spending time on the boat with her family, hiking, camping, paddleboarding and walking her dog.

We’re grateful to have Jilene’s experience, perspective and leadership on the LifeBranch team!

08/18/2026

Join us in celebrating Morgan Nichols, who has been named to the 2026 Forbes | SHOOK Top Next-Generation Wealth Advisors list. Congratulations, Morgan! All of us at LifeBranch Wealth Partners share your commitment to building genuine relationships with our clients and providing them with the experience they deserve. Thank you to all of our loyal clients – we are honored to be part of your lives.

https://bit.ly/4iht1pz