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Charis Legacy Partners

1716 Briarcrest Dr Suite 300, Bryan 77802
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About

I carried this dream in my heart throughout business school and then through countless hours studying for the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ certific...

About

I carried this dream in my heart throughout business school and then through countless hours studying for the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ certifications. All the while, I would find myself daydreaming about the charitable legacy I could leave and spending my free time researching strategies to maximize the impact of that legacy. I started Charis Legacy Partners to take all that I have learned on this journey and share it with others who care deeply about their financial legacy. This firm is my way of connecting with and giving back to my tribe of legacy-minded wealth stewards.

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