Dossier – Kin Wealth
Rebecca Boyd, CWS®-CEO and Founder of Kin Wealth | Victoria Martinez, CFP®, Financial Advisor How do you tailor your financial strategies to fit each client’s goals and lifestyle? Rebecca: At Kin Wealth, we start by listening. Every family has its own story, values, and priorities, and our job is to understand those […]
Dossier – Armand Financial
Think Net Tailored Wealth Solutions Sarah A. Ramirez, President A Strategic Merger Built on Family, Excellence, and Growth Sarah A. Ramirez, a Forbes-recognized Top 50 advisor and founder of Armand Financial, has joined forces with her husband, Gerardo “J.J.” Ramirez Jr., Head of Agency and CEO of Think Net Tailored Wealth Solutions. Together, […]
Dossier – Frost Bank
Cindy Snyder, Vice President, Private Banking Gloria Connor, Vice President, Private Banking Regina Garza, Wealth Advisor, Wealth Management, (Not pictured) Maralessa Gonzales, Assistant Vice President, Private Banking How do you tailor your financial strategies to fit each client’s goals and lifestyle? Wealth management allows me to build meaningful relationships with clients […]
Dossier – Lisa Benton
Lisa Benton Financial Advisor CFP®, QPFC at Morgan Stanley What do you want women to know about taking control of their financial future? With the right guidance, every woman has the potential to shape her financial future. My role is to provide clarity, guidance, and a holistic plan so she confidently makes […]
Dossier – Operation Recharge
Tiffany Leveille/ Movement-Focused Wellness Coach What is your specialty? I specialize in individualized movement coaching for performers, athletes, and active adults. My practice blends dance artistry with Mat Pilates and strategic stretching to optimize range of motion, alignment, and longevity. I create tailored movement programs that improve overall body mechanics. […]