09/28/2026
Happy National Sons Day! Today, I'm especially grateful for my son, Broc, as he completes his senior year at Butler University's Lacy School of Business, where he is pursuing a degree in Finance and Risk Management.
Watching Broc develop his own goals and aspirations has been incredibly rewarding. The possibility that he might one day follow a similar path and become a Financial Advisor, perhaps even joining me at Morgan Stanley, makes this chapter even more meaningful.
As both a mom and a Financial Advisor, I've always reminded him that success is about more than numbers. It's about building strong relationships, doing the right thing, making thoughtful decisions and helping others achieve their goals.
Some of the most valuable financial lessons are also life lessons: have a plan, make informed choices and surround yourself with people you trust. I'm passionate about bringing those principles to my work each day and grateful for the opportunity to help families work toward their financial goals.
Proud of you, Broc! I'm excited to see where your next chapter takes you.