Let’s start the conversation—whether you’re nearby or across the country.
Money touches every part of life — and talking about it shouldn’t be stressful.
Your first meeting with me comes at no cost and with no pressure. There’s no homework, no awkward sales pitch, and no judgment. Just a safe place to share your story, ask questions, and get a clear sense of whether working together feels right.Schedule time below to get started.
Why People Wait — And Why Now Matters
We all hesitate to take that first step for different reasons.Maybe life is busy. Maybe money conversations feel overwhelming. But here’s the truth: not deciding is still a decision.By clicking that button above, you’re simply choosing to explore your options — no strings attached.
You’ve already done the research and you’re here. The next step is the easy part — setting a time to talk. I won’t hound you, and I won’t try to trick you into anything. My role is simple: to help.
When & Where We Meet
I love sitting down with clients face-to-face in our Lubbock office, but I also work with families all across Texas and the country. We’re set up for secure video meetings, phone calls, and email — so geography never limits who I can serve.
I also make regular in-person visits to the Abilene and San Antonio areas, where I have deep roots and long-standing relationships. Most clients end up using a mix of in-person and virtual meetings over time — whatever works best to keep your plan current and your life moving forward.
No Prep Needed — But For the Overachievers
You don’t need to bring anything to our first conversation — just yourself. For those who like to come prepared, here are a few prompts to think about:- What things are you doing well in your finances? What would you like to be better?
- What are your top three financial goals, and how are you doing on them?
- What concerns have been quietly weighing on you?
- How confident are you that your investments and savings are working as hard as they could — and will support you when you want to make work optional?
Not Quite ready to Chat?Let’s Still Stay Connected.
If you're not ready to schedule a conversation just yet, no problem. Share your email and I’ll send you a few short messages to help you learn more about Angel Legacy Advisors and the kind of planning I offer—rooted in clarity, purpose, and biblical wisdom.
You’ll also get the Wealth & Wisdom Newsletter each month with practical guidance to help you make more confident financial decisions.