Financial Freshness
Spring Into Financial Freshness A Season to Reimagine What’s Possible By Melinda Adams, Financial Advisor, CEPA® Spring is a season of renewal, a time to refresh our homes, our routines, and—most importantly—our mindset. What if this spring, instead of just organizing closets, you took a fresh look at your financial world? Money isn’t […]
Shape Your Destiny
Turning Today’s Decisions into Tomorrow’s Success By Melinda Adams, Financial Advisor, CEPA Have you ever paused to imagine your life 10, 20, or even 30 years from now? What kind of life will you be living? The choices you make today are shaping your future self—so why not start aligning those choices with […]
Business Spotlight – Badger
Shannon Badger, Managing Partner Photography by Suzanne Pack 1. What sets your accounting firm apart from other firms? At Badger, we focus on more than just numbers—we build relationships. Our relational approach, high-touch boutique environment, and world-class team set us apart. We hire people who not only deliver results but genuinely care for […]
Dossier – Moody Bank Wealth & Trust
Mary P. Mahlie, Senior Vice President, Trust Officer What types of clients benefit most from partnering with a Private Banker? Moody Bank has deep roots in Texas with over 117 years of experience. As a community bank, we’re committed to helping our communities grow and succeed. Whether for individuals, families, or business owners, […]
Showcase – Bank of Texas
Relationships Matter By Michelle Vasquez | Photography by David Teran Although Bank of Texas is relatively new to San Antonio, it has a long history. Its roots date back to 1910 when the original Bank of Oklahoma was founded on Tulsa’s oil fields. Today, the bank operates in eight states and does business […]