12/12/2025
You know what’s really special? I get the opportunity every single day to enjoy a meaningful lifelong career alongside not only one of the top wealth architects in the nation (and one of my best friends - Padric Scott ) and planning specialty teams, CCP, to serve our members, but I also get to show and teach my 7 year old son incredible lessons. My partners and those we serve all know my son Mason and welcome him into the learning space understanding that topics such as business planning, wealth management, and personal development often aren’t taught.
I established my personal practice in March of 2020 - quarantined home alone with a toddler, breastfeeding between zoom meetings, balancing building my own practice and raising my child in uncertain economic and social times. Fast forward six years later we have grown into a beast of a machine, serving hundreds of families and business owners, merging two national practices and acquiring additional books of business as our capacity and mission becomes greater. My child since then has seen his mother up early to study, and up late taking calls and preparing for the next day. He knows more about personal finance now at 7 than I did at 25 (and his networth is also greater now at 7 than mine was at 25 😂).
Mason has not only seen me learn, educate, and network but has also always been in countless client meetings, seminars and events himself. Equally as important, he has also had a mother who can be the class mystery reader, holiday party volunteer, and attend every practice, game, and recital he has ever had.
Six years later and I’m grateful every single day for the career I have, the people in it, and the person, business owner, and mom I have grown into because of it all.
