Owner/Founder of an RIA in Houston. CFP. Mother of two grown daughters, 1 large white dog, and 3 cats (I know, I know, it's a bit much!)

We create distribution strategies so you can live your LifeVision to the fullest.

At Nextphase Advisors, our mission is to provide you with the confidence that you have a plan in place to avoid the most common pitfalls.

I founded The Whisler Agency in 2004 and specialize in helping people avoid taking unnecessary risks in retirement.

advocating for people to dream up a better way. it involves lots of shifts. it requires collaboration. make, keep & do more. aimeespencer.com

I am a Financial Advisor in Colorado. I love 4 wheeling with my family, gardening and reading good books.

Too much to describe here. I would love to tell you about it in person.

For over 20 yrs I've helped good people make great decisions so they can enjoy the retirement of their dreams. I enjoy traveling & being outdoors.