My business partner, Scott Dougan (Kansas City) and I started the year off with a bang. We were invited to a global financial advisors conference in January in Las Vegas where he and I were both, individually, inducted into the Advisors Excel Hall of Fame. This recognition is awarded to financial advisors who have seen prolonged success in financial planning …

Another new year is upon us. How did that happen? In some ways it feels like the last four years flew by in an instant. In other ways, it feels like we’ve lived a lifetime or more since 2020. Life is definitely not slowing down in my household these days. Our kids are in high school and middle school and …

Change is in the air. I’m not just talking about the leaves changing colors and the temperatures cooling. Change seems to be our theme over the past few months. As many of you know, Elevated Retirement Group will be moving to a new location this Fall. ERG continues to grow, and with that growth comes the need for more space …

Thank you to everyone who joined us on June 30th to package meals for the hungry. Working with Rise Against Hunger we were able to package 25,000 meals to be sent overseas to countries in desperate need of food and other assistance. This organization is near and dear to me personally. Almost nine years ago I lost a close friend …

Spring has finally arrived! It typically signifies births and new beginnings. However, for our family, this spring brings with it a few big endings. Our oldest, Coraline, will be graduating eighth grade next month, ending her middle school years and sending her towards high school with a summer full of practices and preparations for Fall. I can honestly say that …

As we say farewell to 2022, we look back on all the good the year offered. 2022 brought new and exciting ventures, and a small sense of the “normal” we were accustomed to before 2020. We traveled, gathered, went out, met new people and tried new things. I’m looking forward to continuing this and more in 2023. Whether it’s the …

The days are getting shorter, the nights cooler. The leaves are changing colors. Fall is upon us, and life is feeling more and more “normal” each day.  My calendar is definitely looking more “normal” these days. And by “normal” I mean full! Just like before the COVID-19 pandemic stopped us all in our tracks, my evenings and weekends are packed …

It’s the most wonderful time of the year: baseball season!  Summer is sizzling! The kids have been out of school for a few weeks now, so we’re trying to make the most of these fleeting summer days. Our family kicked off our summer with a trip to Pensacola, Florida with Erika’s family. We rented a little condo on the beach …