Bio: Owner of a Financial Planner firm, The Big Picture Group, in Dallas, TX. I am married for 32 yrs., 2 great children, & a new grandson.

Bio: Agatha has 30 years of experience working with multi-generational wealth. She blends disciplines as a CFP, CPWA, Executive Coach and Family Systems

Bio: I am retired military 22 years and after my last 5 years coaching my troops with their finances, I have started my career as a financial advisor.