This week, we made a trip to CookChildren’s Hospital near Fort Worth. We were referred to a heart specialist for our daughter. They’re treating her for POTS, a syndrome that can impact the heart.

Fortunately, it’s not affecting her heart. The cardiologist gave her a clean bill of heart health and a plan for how to manage her symptoms.

Tax-efficient income that supports your life is the point.

You want someone to think about your taxes, your RMDs, your charitable giving, your Social Security timing—so you don’t have to.

Investing isn’t only about stocks. The same lessons of patience and consistency that grow portfolios also grow friendships, family bonds, faith, and even client relationships. From a 20-year friendship with Mark to my mastermind group over the last 3.5 years, the returns on these long-term investments have been richer than any chart can show.

How C.S. Lewis’s A Grief Observed helped me sit with grief, doubt, and faith after profound loss — and why embracing the full weight of sadness is part of healing.

When grief fills your life completely, how do you find meaning again? Reflections on Man’s Search for Meaning and A Grief Observed, and how they shaped my faith, priorities, and calling after deep loss.

A reflection on grief, resilience, and embracing life after loss. How antifragility became a guiding principle for growth through hard seasons.

A reflection on Essentialism by Greg McKeown — and how applying its lessons can help you focus on what truly matters, both personally and financially. Why it's core to how Simply Human Advisors serves clients.

A look at why financial planning should go beyond spreadsheets — and how building connection and trust creates a more meaningful and human financial planning experience.

Launching my firm was about more than money. It was about slowing down, living with purpose, and serving clients with full presence — not hustle. This is why I limit my practice to those I can serve deeply, without sacrificing what matters most.