Next Step Financial Transitions, LLC
In our early days of dating, while attending the same set of classes in the Personal Financial Planning program at Texas Tech University, we dreamed about the possibility of partnering together. A few years later, we had the opportunity to work together for a short time while living in Maryland, after that experience we found ourselves frequently talking about how fun it would be to work with each other again. Little did we know that years later God would lead us to the opportunity to form our own firm to be able to share our passion with others.
We both began working in the financial services industry around 2008/2009, helping individuals and families reach and realize their financial dreams, but we also discovered that there was a huge need for helping the younger generation of investors. This early time in life tends to be the timeframe with the most transitions and the biggest need for financial advice. This is why we founded our firm with a focus on helping families through those transitions, no matter the stage of life.
Advisors at this Office