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I’m excited to welcome LaCroix Wealth Management to our Roanoke office. Coming from Merrill Lynch, the team is led by Financial Advisor Brandon LaCroix and manages nearly $400 million in client assets. Their decision reflects what we’re hearing from many advisors — a desire for accessible leadership, fewer internal hurdles, and a platform that supports how they want to serve clients and grow their practice. If you’re thinking about what your practice could look like with fewer constraints and more support, let’s connect. https://www.janney.com/meet-janney/corporate-news/all-news/detail/corporate-news/2026/04/17/janney-welcomes-lacroix-wealth-management-in-roanoke--virginia

Another great Zest cooking class in the books! This class reminded us of the importance of prep work. Every step matters: selecting the right ingredients, measuring with intention, and preparing each component before bringing it all together. It’s a lot like building a financial plan. You can’t skip the groundwork—understanding your goals, organizing your resources, and being deliberate about each decision. The magic happens when preparation meets execution. Whether in the kitchen or in finance, success is rarely accidental—it’s created through planning, patience, and a little creativity along the way. Here’s to trusting the process and enjoying the results. 🍽️

Trump Accounts are a historic new savings tool created under the One Big Beautiful Bill to offer the next generation a jump start on saving. Here’s how they work.