Want to Win With Money? Build Your Dream Team

Building wealth isn’t a solo sport. You need a team that plays their position—your financial advisor, CPA, insurance pro, and more. The right people make the game easier (and way more fun). Ready to stop carrying the ball alone? Let’s build your money dream team.

Video transcription:

Hey y’all, it’s Mindy, your favorite financial advisor! I’m here next to the newly updated wall mural of our infamous Oklahoma City Thunder and I'm thinking about how team work won us that title.

Money’s no different. You don’t need to do it all alone. You need people you trust—your financial advisor, a great CPA, an insurance pro, maybe even an estate attorney. People who know you, who work together, and who play their position well.

I’ve built my own trusted circle—and I share them with my clients. Because building wealth isn’t about doing more. It’s about doing the right things, with the right people.

So if you're tired of feeling like the only one carrying the ball—maybe it’s time to build your team.

Let’s get you some backup.