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On June 22nd, 1992, I started in the business as a Financial Advisor.  I was attracted to the business because it allowed me to help people and solve problems when it came to money.  Now, almost 30 years later, I feel it is a bigger calling.  I still love helping people and solving problems. Today it takes on a different meaning.   

Of course, as a Financial Advisor, I invest and manage money for my clients, as well as conduct several different types of planning.  I also see it as a role that I fill as a Co-Steward standing alongside my clients.    


Clients delegate to me the responsibility of helping them be prudent stewards over what God has given them.  I take that responsibility very seriously. 

What about you?  Have you thought about working with a financial advisor? Are you working with a financial advisor and just don’t feel at peace?   

Let's have a conversation!  We can schedule a phone call where I get to know a little about you and your situation.  In turn, I can tell you a little bit about what I do for my clients.  Together, we can determine if what I do is a fit for you and your family.   

To set up the phone call, either call Alyssa at 972 386-0384 or email 


Need guidance on intentional
financial stewardship?

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