I am pleased to announce I recently moved into a new office in West Lake Hills, TX. I am thankful to once again be conducting many meetings in person and this new office provides a central location for clients across the Austin metro area. Please update your address books and contact cards to reflect the new address as follows:

 

 

Clients who pay planning invoices by check rather than through our AdvicePay portal will need to update the mailing address with their bank to ensure checks arrive as intended. My prior office building will be forwarding mail for 30 days but mail received at the old address after July 15 may be returned.

 

 

As always, thank you for your trust and your time.