Dossier: Bank of Texas

Bank of Texas Dossier photo

  Grace Morehouse, Addyson Brooks, Kayla Nowak, Leah Schoenfeld, Kendra McKennie, Lisa Herron, Jennifer Bailey, Leah Schoenfeld – SVP, Senior Private Wealth Banker   I am a Private Wealth Banker working with high-net-worth individuals and families, creating thoughtful, customized banking and credit solutions. I specialize in aviation finance, premium finance, and various lines of credit. […]

Dossier – Armand Financial

Armand Financial team photo

  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, […]

Season of Giving

Group of friends giving gifts at the holidays

  Season of Giving, Season of Growth  Making the Most of Your Money and Meaning This Holiday Season By Melinda Adams, Financial Advisor, CEPA®   The holidays have a way of bringing out the best in us. The lights twinkle a little brighter, our hearts grow a little fuller, and suddenly we’re reminded of what […]

Women on the Move

Crystal Cantu photo

  Lizzy Aranibar  Director of Development, Cofield Group   Lizzy Aranibar is the Director of Development at Cofield Group, a leading general contracting firm, where she oversees business development strategies, client relationships, and growth initiatives. With a strong background in political fundraising and nonprofit leadership, Lizzy brings a unique perspective to the construction industry, combining […]

Prepared for the Unexpected

Melinda Adams photo

    Prepared for the Unexpected: A Gift of Love and Peace By Melinda Adams, Financial Advisor, CEPA®     This past 4th of July weekend, Central Texas was hit with devastating flash floods. In a matter of moments, lives were lost, homes were destroyed, and families were left to pick up the pieces. It […]