Aspirational Wealth Management, LLC

08/24/2026

Lady Liberty, some things are worth planning to preserve.

I took these photos while visiting New York in January 1986, when the Statue of Liberty was undergoing a major restoration ahead of her 100th anniversary.

40 years later, even something built to last still needs care along the way so that it's ready for the next generation. She's still standing as a symbol of opportunity and possibility. I love looking back at these old photos and memories.

08/14/2026

Just back from LPL Financial's Focus 2026 in San Diego, and I had a great time!
I had 3 days with thousands of advisors from across the country, diving into where our industry is headed. There are lots of new tools and ideas to bring back to our clients in Tucson.

One of my favorite parts was hearing from Jesse Cole, owner of The Savannah Bananas Bananas, during the keynote. His line stuck with me when he said "Listen carefully. Respond creatively."

Proud to share that our office ranked in the top quartile across each category measured for advisors this year. Grateful for the clients who make that possible!

07/31/2026

This is Ebee and me. My team is, and always has been, family to me.
She retired at the end of 2024 after spending years helping build this business into what it is today. I still catch myself getting emotional thinking about everything we've built together. Years ago, she promised each of her older grandchildren a trip of their choice after high school graduation. Japan and Italy are done. Now she gets to plan the next one. She didn't just leave a job behind, she stepped into a life she'd been preparing for all along, and somehow she's still teaching the rest of us how to do it well.

So, what now? It's one of the questions I hear a lot as retirement gets closer. Some clients have been counting down for years. Others get quiet when it comes up, because they're not sure what fills the days once work isn't at the center anymore. Lucky for me, I get to watch the real answers play out.

I have a client who tells me she's busier now than she ever was while working, just with a lot more joy and a lot less stress. Four grandchildren, and her schedule is school pickups and sporting events and homework at the kitchen table and teaching them how to cook. She's picked up their slang too, which keeps her hip. At every review, she genuinely thanks me for helping make this life possible, and I get to genuinely thank her right back. Before she retired, we navigated a hard divorce together, and for years after, she was the main caregiver for her mother. Watching her handle the different seasons with patience taught me more about preparing people for that part of life than any podcast or conference ever could. 20+ years of a relationship built on blood, sweat, tears, and planning.

Watching who my clients become as the curveballs and milestones shape their lives, and shape our relationship along the way, is the part I keep thinking about and what keeps me going. Retirement is finally having room for what comes next.

07/24/2026

This one had me smiling and thinking about the many positive moments that come with this work.

A couple I've worked with for years just celebrated their 50th anniversary with a trip they'll talk about forever, and another longtime friend and client told me they're expecting another grandbaby. Then there's the client who rescheduled our last two meetings because she's been too busy being a grandma. I just laughed because the meeting can and should wait!

One of my clients bought a home near her grandkids so she could actually be part of their everyday lives instead of just the holidays, and another decided she didn't want to wait to share her wealth with her kids, so she's doing it now, while she's still around to watch it change things for them.

I also have a client who'd barely traveled before in her life and is now out seeing the world by cruise ship these days, sending pictures from wherever she docks next. Earlier this week a longtime client sat with me for lunch and didn't bring up her portfolio, she just wanted to catch up on life.

You spend years helping people make thoughtful planning decisions, and somewhere along the way you become someone they call when life is going right. I will never take that for granted, and I recognize the trust it takes for someone to let me in that far.

07/17/2026

https://www.facebook.com/share/p/1JQ7BFUjLH/
Most of us are not working with billionaire level wealth, but there is still something worth taking from her example.

Through my job and the causes I care about, I have had the opportunity to meet clients and people in our community who are building something meaningful beyond their own financial security. I have seen people fund scholarships they have talked about for years, serve on nonprofit boards, support medical research, care for rescue animals, and quietly make sure a child in their neighborhood has what they need for school.

Giving generously can sometimes feel like it means sacrificing your own future. When I read this, I thought about so many of the people I work with every day who are doing both, planning for the future while still making room to fund the causes and passions that matter most to them.

MacKenzie Scott has given away more than $26 billion since 2019, and her net worth is still roughly where it began.

🔗: https://bit.ly/4aYnoIE
MacKenzie Scott has spent the past several years rapidly giving away her $35 billion fortune. But due to the power of Amazon shares she received upon her 2019 divorce from Amazon founder Jeff Bezos, the market keeps handing that wealth back to her.

07/10/2026

https://www.facebook.com/share/p/1GZ8omgzwr/

Long-tenured workers like cashier Tony Barzar are reliable, experienced and able to speed shoppers through a checkout line. Costco is willing to pay to keep them around.

07/02/2026

The desert does the 4th right. Fireworks over A Mountain, and here's hoping a monsoon shows up behind the Catalinas for the full show.

However you spend Saturday, I hope it's with your people. Happy Independence Day! Stay safe out there.

06/29/2026

https://www.facebook.com/share/p/18PMYrpv2z/

This piece from LPL Financial puts words to something I have cared about for a long time.

By 2030, women are expected to receive nearly $34 trillion in assets. The article makes the point that the real barrier is not ability. It is confidence.

The work that matters most happens quietly over the years. Getting to know a family, understanding how they fit together, and sitting with people through the hardest moments. Readiness is built slowly, long before anyone needs it.

A good read, and a good reminder of why we do this.

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06/24/2026

There's been a lot of interest in the crested saguaro I posted about that hangs in our lobby, so I thought I'd share the photograph on the opposite wall, the one clients see when they look the other way.

I took this at the Washington Monument. It was tall against the sky, and I slowed down as I took it in. It honors a promise I work to keep every day.

We're in that stretch between Memorial Day and the Fourth of July. A season of remembering next to a season of celebrating. That feels about right to me. You can't really have one without the other.

Much of my work, and my team's, lives in that same place. Honoring the past, building the future. A lifetime of walking with families toward financial freedom and helping the next generation carry it on.

The truth is, I learn as much as I give. What an honor it is to be let into these families' stories, and to carry the lessons they leave with me.

06/17/2026

Monsoon season showed up early in Tucson this week! 🌵⛈️

Love everything about it. The cooler air, the rain, the creosote smell after a dry stretch. Even the chaos of running outside to save the patio furniture! After all, I am an avid runner. 😆

It's a good season for remembering that a little preparation goes a long way. Same as anything else worth planning for.