Celebrating over 26 years as a Financial Advisor, Cari is a seasoned professional dedicated to helping her clients live a financially secure and meaningful life, especially in retirement. Her investment experience includes income planning, total portfolio management, risk and tax strategies, and fixed income. She works with multiple generations of families, business owners, and retirees.  Cari and her husband, Mike, love to hike, golf, and share Mike's beautiful photography. Their goal is to eventually visit all 50 states, all 254 counties in Texas, and spend as much time in the desert mountains as possible.

Registered States:
AL, AZ, CA, CO, DC, FL, HI, KS, MA, MI, NC, NM, OK, OR, PA, TX, VA, VT

With a comprehensive knowledge of insurance, annuity, and long-term care income planning, Jennifer's career in the financial services industry spans 22 years. She brings value to her clients through diligent research, clear communication, and a goals-based approach with a personal touch. A native Texan, Jennifer was raised in Stephenville, and now lives in the Ridglea Hills neighborhood of Fort Worth with her two children, Gracie and Garrett. She and her kids stay busy with school, sports, and related activities, but they also enjoy escaping to the family lake house on Palo Pinto.

Registered States:
AL, AZ, CA, CO, DC, FL, HI, KS, MA, MI, NC, NM, OK, OR, PA, TX, VA, VT