Community Event - Women and Wealth

In celebration of Women’s History Month, I’m hosting a special Women & Wealth Evening with Anh Nguyen and Missing Pieces on March 17 at my Plano office (2500 Dallas Pkwy, 5th Floor). This gathering is for women only, created to honor the milestones we’ve made in financial freedom and the trailblazing women who’ve shaped the world of finance.

We’ll explore practical strategies to align your money with your mission, right-size risk, and build a financial plan that can move with you through career shifts, caregiving seasons, and new life chapters.

Expect refreshments, meaningful connection, and a welcoming space for honest, real conversation.
Bring a friend or colleague — I’d love to have you with us.