Trina R. Cochran, CPA, CGMA®, is Recognized in San Antonio Business Journal

We are excited to announce the addition of Trina R. Cochran, CPA, CGMA® to our team as our Controller. Trina was recently recognized for her new role in San Antonio Business Journal’s People on the Move publication.
Preparing Your Family to be Good Stewards

In our last legacy article, we examined what it looks like to be a good steward of your wealth. Now let’s look at building your legacy and what it means to strategically prepare your family to be good stewards.