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Client Stories

Acclaimed Artist Martha

Nationally recognized artist and longtime client Martha enjoys spending her days in a light filled studio overlooking the Sangre de Cristo Mountains. Among her various accomplishments in her long art career Martha co-founded an elite art gallery in Plano, TX with seven other professional women artists. Martha states the most exciting part of founding this studio was the opportunity for women to have a gallery to showcase their talent. As an artist who has studied internationally and been featured in numerous publications her works are sought after for many private and corporate collections. These days Martha is enjoying her golden years traveling and spending time with her four grandchildren when she is not in the studio.

Family Memories Built on Retirement Ranch

Long time clients Ernest and Marsha shared a dream of owning a family built ranch in their retirement years during a planning meeting. In 2002 they purchased 55 acres of land south of the Dallas area to establish their future home. Together with their two children they spent numerous months clearing the land which was overgrown with mesquite trees. In 2008 they broke ground on the barn which would include custom living quarters. Now 13 years later as retirement time arrived, through hard work and dedication to their financial goals, Ernest and Marsha are realizing their dreams. They raise Brangus cattle; have two donkeys and a lifetime of memories for their family to carry forever.

Youngest Investor Creates Quite A Stir

It was my true delight to meet Dylan, the grandson of long-time clients Peggy and Alan, over Christmas break to make his very first investment! Dylan is 14 and has saved money he earns on weekends and during the summer as a soccer referee. What an incredible opportunity for us both. For Dylan, it was his first experience with a financial advisor and first education about the powerful world of investing. For me, it was an opportunity to cross the path of a young investor to guide him to financial confidence. No doubt his parents and grandparents are invested in his financial future to make this happen! We are grateful to have such a meaningful client relationship and we are thankful that having the youngest investor created such a buzz of excitement in the office.

Emmy Lauren

Emmy entered Texas 4000 in the fall of 2012 with the determination to fight cancer alongside her father as he fought his own battle with cancer. When she was a sophomore in high school, her dad was diagnosed with colon cancer which metastasized to the liver. Her dad passed away on October 30. Emmy was notified on November 5, just days after her father’s passing, that she had been accepted as a member of Texas 4000. Emmy says, “There is no way to prepare for an anticipated death of your father – I now get to ride in this fight in memory of my father – as well as for everyone else that doesn’t get to ride.