Your Team

Carolyn Mora has spent more than 25 years helping successful individuals and families make sense of increasingly complex financial lives. As Managing Partner of the Dallas office for Bluespring Wealth, she works closely with business owners, executives, and physicians who have reached a stage where financial decisions become less about products and more about coordination, strategy, and long-term stewardship. Carolyn is known for her authenticity, asking thoughtful questions, and helping clients see how the many moving pieces of their financial lives purposefully fit together. 

Over the course of her career, Carolyn has built a distinct niche serving physicians by cultivating deep, longstanding relationships within hospital groups. She regularly helps clients navigate sophisticated financial planning decisions related to retirement income planning, wealth transfer strategies, and tax-sensitive investing. Her commitment to serving clients well has fueled a lifelong pursuit of professional growth. Carolyn has earned the Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary (AIF®), National Social Security Advisor (NSSA®), and Certified Plan Fiduciary Advisor (CPFA®) designations, along with maintaining Series 7 and Series 66 securities licenses and a Texas General Lines Life, Accident, Health & HMO license. She believes clients deserve an advisor who is continually learning, evolving, and staying ahead of an ever-changing financial landscape.

In addition to her work with individual clients, Carolyn also serves as a retirement plan advisor, helping employers design, manage, and enhance workplace retirement plans. She works closely with plan sponsors to support their fiduciary responsibilities while helping employees better understand their benefits, prepare for retirement, and make informed decisions about their future. Carolyn is passionate about expanding access to retirement readiness and helping participants build lasting financial security. 

A lifelong Texan, Carolyn lives in Hurst with her husband, Jim. They have four daughters and six grandchildren who keep life full and active. Outside the office, she enjoys traveling, spending time with family, and serving her community through both the City of Hurst Boards and Commissions and the Pastoral Council at St. John the Apostle Catholic Church. Whether serving clients, family, or her community, Carolyn is guided by a genuine desire to help others create opportunities, strengthen relationships, and leave a lasting impact for future generations.

Tim Hudson believes wealth has the greatest impact when it is aligned with purpose. For more than 25 years, he has helped individuals, families, retirees, and business owners use their financial resources intentionally, supporting the people, priorities, and goals that matter most to them.

Growing up as a pastor's son, Tim learned the importance of service, stewardship, and helping others. Those values continue to shape his approach and influence the way he serves clients and their families. They also sparked a lifelong passion for financial education, empowering people to make thoughtful decisions and gain clarity about their financial future.

Tim’s planning approach integrates retirement planning, tax-efficient wealth strategies, estate planning coordination, and business succession planning—bringing each element together to support the life clients want to build. One of the most rewarding aspects of his work is helping clients transition from building wealth to using it intentionally. Whether that means spending more time with family, supporting charitable causes, traveling, or pursuing long-held dreams, Tim enjoys helping clients turn years of preparation into a meaningful next chapter.

Tim holds a Master of Science in Personal Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ professional. He also holds the Certified Exit Planning Advisor (CEPA®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Accredited Portfolio Management Advisor (APMA®) designations, reflecting his commitment to ongoing education and serving clients with a broad range of planning needs.

Outside the office, Tim enjoys spending time with his wife, two sons, and two grandchildren, serving his community, and pursuing a variety of outdoor activities.

Grayson Palmer has never been one to stand on the sidelines. Whether he's helping clients navigate major financial decisions, summiting mountains, or exploring a new corner of the world, he's drawn to challenges that require preparation, perseverance, and a clear sense of direction. As Managing Partner of the Waco office, Grayson views his role much like a guide's: helping clients chart a course toward their goals while remaining by their side through every stage of the journey. His commitment is simple: when storms roll in or circumstances change, he'll be there to help clients stay focused on what matters most.

A Waco native and graduate of Louisiana State University, Grayson brings more than a decade of experience to his role and has been with the legacy LifeBridge Financial Group firm since 2019. In addition to his CFP® designation, Grayson also has his Series 7 and 63 licenses. 

Outside the office, Grayson embraces life with the same energy and curiosity he brings to his work. A passionate outdoorsman, he enjoys hiking, backpacking, hunting, traveling, and exploring new cultures both domestically and abroad. He volunteers as a scuba diver at Cameron Park Zoo, serves at Harris Creek Baptist Church, and is known for hosting family and friends around a table filled with Cajun food, wild game, or a perfectly cooked steak.

After four decades in financial services, Dave Bugos still approaches advice with a remarkably simple question: “What would I do if I were in their situation?” That perspective has shaped the way he serves clients throughout his career, combining decades of experience with a genuine commitment to putting their interests first. Dave believes professional guidance can be especially valuable as individuals take greater responsibility for managing retirement assets and families navigate the transfer of wealth from one generation to the next.

As an advisor in the Oklahoma City office, Dave works closely with clients to build and manage investment portfolios designed around their individual goals. He particularly values the opportunity to develop long-term relationships, understand what clients hope to accomplish, and help them wisely manage the assets they have worked hard to build. Dave has spent 40 years in the financial services industry, has been a CERTIFIED FINANCIAL PLANNER® professional for 30 years, and joined the legacy Oklahoma Financial Center team nearly a decade ago.

A graduate of the University of Illinois, Dave grew up on a small livestock and grain farm in western Illinois before spending eight years in Oregon and eventually making Oklahoma home. Outside of work, he enjoys river kayaking, traveling, gardening, serving in his church, and watching his children and grandchildren succeed in life. 

Shamiah Evans helps clients build wealth with purpose through personalized financial planning. With nearly a decade in financial services, along with a background in real estate and insurance, she brings a broad perspective to her work at Blue Spring Wealth. She creates financial plans, helps clients put strategies into action, and provides guidance as their lives change. By learning what shapes each client’s relationship with money, Shamiah helps them make decisions that reflect their goals and values.

Her interest in financial planning began at home, where her parents taught her to tithe, save, invest, and plan ahead. Meeting with her own financial advisor as a teenager inspired her to pursue the profession. Shamiah earned a BBA in Finance and a certificate in Personal Financial Planning from the University of Houston’s C.T. Bauer College of Business. She is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Association.

Shamiah serves as Chair of OKC Young Professionals and is a TEAM South graduate. In 2025, she was named OKCYP Woman of the Year and recognized as one of its Top 25 Young Professionals. She also volunteers with the Oklahoma City Community Foundation, serves in her church, and is a member of Delta Sigma Theta Sorority, Inc. As one of only two Black women CFP® professionals in Oklahoma, she hopes to encourage greater representation in the field.

Outside of work, Shamiah enjoys traveling, reading, attending rodeos and sporting events, hosting gatherings, and spending time with her husband and son.

As a Retirement Plan & Financial Advisor at Bluespring Wealth Solutions, Emilia works extensively with employer-sponsored retirement plans, partnering with business owners and retirement committees to design, implement, and continually strengthen their plans. She also works directly with employees, helping them understand everything from enrolling in a plan and deciding how much to save to navigating rollovers and preparing for retirement. Emilia believes workplace retirement plans can be one of the most powerful tools people have for building a better future, and she especially enjoys the education side of her work.

Emilia knows firsthand that the financial world can feel like a foreign language. She didn’t grow up talking about investing or financial planning around the dinner table, and her path into the industry actually began in healthcare. That experience has shaped the advisor she is today: someone who loves meeting people exactly where they are, translating complicated concepts into everyday language, and helping them realize that building a stronger financial future may be more achievable than they once thought.

Originally from Nebraska, Emilia now lives in Piedmont with her husband and their two dogs. She is fluent in American Sign Language, having grown up with two deaf parents. Outside of work, she volunteers with the PLATE Collective at the Regional Food Bank of Oklahoma, enjoys taking on DIY projects with her husband, and loves writing. One day, she hopes to add a “published novelist” to her list of accomplishments.

Shay loves a good lightbulb moment. Coming from a family of educators, she has always been drawn to helping people understand something that once felt confusing or out of reach. That instinct now shapes her work as a Financial Advisor in the Oklahoma City office, where she helps clients make sense of financial concepts, ask better questions, and feel more engaged in the decisions shaping their future.

Shay’s interest in money and investing started as a personal passion. She spent years reading finance books and websites, giving friends advice, and even writing a personal finance blog before eventually turning that curiosity into a career. After moving from Seattle to Oklahoma City in 2017, she decided it was the right time for a professional change and entered the financial services industry.

Shay graduated from Texas A&M University with degrees in English and journalism before beginning her financial services career in 2019. Since then, her natural curiosity has translated into an impressive commitment to professional development. She is a CERTIFIED FINANCIAL PLANNER® professional, Accredited Financial Counselor (AFC®), and Enrolled Agent (EA), and holds her Series 7 and 66 licenses. She is continually expanding her knowledge and developing new ways to educate others, including refining her “From Paycheck to Prosperity” seminar.

After living everywhere from Germany to Massachusetts and Washington, Shay now lives with her husband and three dogs on six acres in rural Oklahoma City. Her interests are just as varied as the places she's lived. She volunteers with OKC's MAPS 4 program, reads voraciously, rides a motorcycle, and is working with her husband to establish an orchard and medicinal herb garden on their property. She's also developed an interest in perfumery and hopes to someday have one of her own fragrances commissioned. With no shortage of interests or new ideas to explore, Shay readily admits she can't remember the last time she was bored.

With more than three decades of retirement plan experience, Alan has seen nearly every side of the industry. He has served as a participant and trustee, managed retirement plans for financial institutions, and helped employers design plans around their unique goals. That breadth of perspective allows Alan to understand both the technical details of a retirement plan and how those decisions affect the people relying on it.

As a Retirement Plan Specialist in the Oklahoma City office, Alan works closely with plan sponsors to navigate complex issues, maintain plan compliance, and find practical solutions that support the outcomes they want to achieve. He especially enjoys taking complicated challenges and finding a simpler way forward. His philosophy toward service is equally straightforward: treat people the way he would want to be treated and be someone they can count on when questions or challenges arise.

Alan graduated from Oklahoma State University with a degree in management science and computer systems and began his career as a programmer for a local bank before transitioning into retirement plan management. Outside of work, he volunteers with his church and Scouting America, where his commitment to helping young people grow into strong leaders reflects his belief that kindness can make a meaningful difference.

For Jamaal, financial planning is ultimately about people. He came to the industry with a desire to expand access, create opportunity, and help individuals and families make confidence decisions regardless of their background. With a thoughtful, analytical approach and genuine passion for service, Jamaal enjoys helping clients work through complex challenges and uncover solutions that support their long-term goals. 

With more than 15 years of experience in financial services, Jamaal has served clients in both banking and wealth management advisory roles. Throughout his career, he has built a reputation for developing trusted relationships, evaluating financial situations from multiple angles, and helping clients simplify complex financial decisions. Guided by a servant leadership philosophy, Jamaal believes the best advisors are those who put the needs of others first. He finds particular fulfillment in helping clients experience breakthrough moments, whether that means gaining a new perspective, identifying an opportunity they had not considered, or creating a clearer path forward. He earned his associate degree in accounting from Houston Community College and remains committed to expanding his expertise as he pursues his CFP® designation. 

Originally from Boston, Massachusetts, with family roots in Douglas, Georgia, Jamaal is proud of his Haitian-American heritage and the perspective it brings to his work and life. Outside of the office, he enjoys cooking, grilling, golfing, fostering at-risk dogs, and volunteering in the community. He and his wife, Nimra, share their home with their dog, Breeches.

Blake serves as Halcyon's Retirement Plan Relationship Manager, where he is responsible for managing and coordinating all aspects of retirement plans on a day-to-day basis. With a background as a 401(k) Consultant and Service Advisor, Blake delivers top-tier service to ensure client satisfaction and foster long-lasting relationships. He is a licensed Financial Professional, holding Series 7 (General Securities) and Series 66 (Uniform Combined State Law) licenses.

A native of Texas, Blake resides in Grapevine with his fiancée and their Schnauzer-Poodle mix, Molly. He is an alumnus of the University of Arkansas and enjoys spending his free time playing video games with friends and socializing with family.

For 29 years, Lynn has been providing executives and business owners with comprehensive investment and retirement planning solutions. His areas of focus include providing individually-designed retirement planning, college funding, competitive employee benefits packages for closely-held businesses, and providing business succession planning for business-owner clients.

“My goal has always been to create lasting relationships with clients that will carry on from generation to generation. The only way to do that is to maintain the highest level of commitment, integrity, and concern for my clients’ welfare.”

Lynn’s experience in financial assessment, market analysis, and account management helps him provide both short- and long-term financial planning strategies for even the most complex situations. His commitment to both fee-based and non-fee-based financial planning scenarios ensures clients receive appropriate advice and personal choice in every aspect of planning.

Lynn and his wife of 38 years, Ann, live in Coppell and have two adult children.

Lynn is a Registered Representative of Kestra Investment Services, LLC and Investment Advisor Representative with Kestra Advisory Services, LLC.

For Jamie, providing exceptional client service is about creating an experience that makes people feel valued, supported, and genuinely cared for. As Director of Client Service in Bluespring Wealth’s Cypress office, Jamie is passionate about solving problems and helping clients navigate important moments with ease. 

With more than 16 years of experience in financial services, Jamie brings deep industry knowledge and a thoughtful, service-oriented approach to her role. Before joining the legacy Silverstar Wealth Management team, she spent more than a decade supporting advisors and clients through various client service and marketing roles. A graduate of the University of Nebraska Omaha, Jamie is known for her responsiveness, professionalism, and knack for finding solutions that help both clients and colleagues move forward. 

Jamie relocated to Texas with her husband, Matt, and two children, Gabby and Cooper, in 2020. As they prepare for an empty-nest chapter, Jamie is enjoying a new season of life centered around family, travel, and new experiences. Outside of work, she enjoys playing Mahjong and cheering on the Nebraska Cornhuskers.

Houston Office

As Director of Communications, Andrea leads LifeBridge's efforts to create a thoughtful, consistent and engaging experience for every client. She is passionate about elevating how clients connect with the firm; through clear communication, intentional touchpoints and creative events that foster meaningful relationships. Her work centers on ensuring each interaction reflects LifeBridge's commitment to exceptional service and leaves clients feeling valued and supported.

Andrea has had a unique journey in the financial services industry. After graduating with honors from the University of Leicester, Andrea began her career in London, England. Throughout her professional journey, Andrea has had the privilege of working in the wealth management division within Europe’s largest and internationally recognized banks. This experience lends her a valuable perspective of what it is like to manage financial affairs in two very different jurisdictions.

In 2017, Andrea and her husband moved to Houston. What originally was intended as a temporary relocation has become their cherished home. Outside of the office, Andrea treasures spending quality time with her family. She continues to indulge her passion for travel, seeking new experiences and cultural encounters. Andrea nurtures a keen interest in architecture and interior design, finding inspiration in the artistry and beauty of the built environment.

After more than a decade managing garbage trucks and landfills, Jenni was ready for a change of scenery, and, as she jokes, a change of smell. What she discovered with the Oklahoma City office was an opportunity to bring years of experience in operations, management, and customer service into an entirely new industry. As Director of Internal Operations, Jenni now applies that outside perspective to strengthening the systems, processes, and people that keep the firm moving forward.

With more than 10 years of experience in human resources, management, and operations, Jenni has built her career around finding better ways to work and helping people reach their potential. She is especially passionate about coaching and developing team members, working alongside them to navigate challenges, find solutions, and grow in their careers. Her focus on operational efficiency and the internal team experience helps create a stronger foundation for the exceptional service the firm provides its clients each day.

Jenni earned her bachelor’s degree in anthropology and European history from Arizona State University and an MBA with a focus in international business from Strayer University. Originally from Phoenix, Jenni now lives in Oklahoma City with her husband, Dan, and their growing family. Together, they’re raising their three young children. Outside of work, Jenni enjoys adventures with her family and the quieter moments at home.

For more than 26 years, Shawna has been helping advisors and clients navigate the day-to-day details that keep financial plans moving forward. Her attention to detail, dependability, and commitment to follow-through have made her an essential part of the client experience at Bluespring Wealth in the Dallas office. She has often been described as "the one who makes the train arrive on time," a compliment she proudly embraces.

Shawna's career in financial services began unexpectedly in 2000 when she accepted a part-time administrative role at the Lincoln Financial Dallas Regional Planning Office. What began as an introduction to the industry quickly developed into a lifelong career. Since joining the legacy Halcyon Wealth Advisors firm in 2004, she has become a trusted resource for clients, advisors, and team members alike, supporting everything from account servicing and business processing to operations and administrative support. She earned her Texas General Lines Agent (Life, Accident, Health & HMO) license in 2006, followed by her Series 6 and Series 63 securities licenses in 2008. She also holds her Certified Employee Benefit Specialist (CEBS), and Certified Plan Fiduciary Advisor (CPFA) designations.  

A lifelong Texan, Shawna lives in Mesquite with her husband, Derick, and their son, Parker. Family is at the center of her life, and she is especially grateful to live just a few houses away from her mother. She also enjoys coming home to their dog, Koko, and tuxedo cat, Bandit, who are always waiting to greet her at the door.

Colby loves that finance brings together two things he genuinely enjoys: working with numbers and working with people. With a natural interest in investing, math, and statistics, he appreciates the complexity of finance while enjoying the challenges of making it easier for others to understand.

As a Client Service Associate in the Oklahoma City office, Colby finds the most fulfillment in helping clients navigate the often-complex world of finance. Whether assisting with retirement plans, investments, or financial planning concepts, he enjoys making financial topics more approachable and easier to understand.

Originally from Stillwater, Colby now lives in Oklahoma City. Outside of work, he enjoys traveling, spending time with family, and working on his golf game.

Chealita will be the first to admit that financial services found her, rather than the other way around. What began as a job opportunity grew into a career spanning roughly 15 years and, along the way, a genuine fascination with the details that keep a successful financial firm running. Curious by nature and always looking for something new to learn, Chealita has built broad experience across operations, technology, billing, compliance, client service, and more.

In her role Chealita supports clients and advisors through everything from opening accounts and processing money transfers to assisting with trades and retirement plan administration. She enjoys understanding how things work, tackling challenges that stretch her knowledge, and being the person teammates can turn to when they need help.

A lifelong Oklahoman, Chealita brings plenty of personality and humor to the team, along with a strong drive to continually improve. At the center of Chealita’s life are her faith and her family. A proud mother of six, she considers raising and supporting her children her greatest accomplishment and strives to approach each day with gratitude, purpose, and a commitment to giving her best.

Denedra holds a firm belief that the little things matter, especially when it comes to creating a positive and seamless client experience. As a Client Service associate in the Houston office, she helps curate a supportive experience for clients by combining thoughtful communication, attention to detail, and a genuine passion for helping others feel comfortable and cared for. From prepping meeting materials to helping clients navigate questions or processing funds, Denedra strives to make every interaction feel personal and stress-free. 

She earned her Associate’s Degree from Kirkwood Community College and went on to achieve her FPQP® (Financial Paraplanner Qualified Professional) designation. She hasn’t stopped yet; Denedra continues to pursue professional growth as she works toward earning her SIE certification. 

Denedra is originally from Cedar Rapids, Iowa, but now calls Houston home. Outside of work, she enjoys spending time with her partner, their daughter, and her two dogs. She loves trying new foods, exploring new places, and discovering new hobbies whenever she can.

Genny goes out of her way to help others feel comfortable. After more than 20 years of experience in financial services, a people-first approach has become second nature. Known for her warm personality and ability to put others at ease, Genny takes pride in helping clients feel supported through every stage of the financial planning process. 

Born in Chicago but raised in Texas, Genny earned her Bachelor of Arts degree from The University of Texas at Austin before eventually making her way back to Houston in 2005. She joined the legacy LifeBridge firm in 2025, adding to an already extensive background in client service and financial operations.

Outside of work, Genny has a passion for food, cooking, and sharing memorable meals with others. She previously cooked professionally at a fine-dining restaurant in Austin and still loves experimenting in the kitchen today. She’s also a big fan of comedy, dogs, and being the go-to dog sitter for friends and family whenever needed.

John is beginning his career in financial services with a strong interest in the relationships at the heart of financial planning. After being introduced to the advisory profession, he was drawn to the opportunity to work with people through different stages of life and ultimately help them pursue the goals that matter most.

John earned undergraduate degrees in finance and international business from Oklahoma State University, completing the double major in four years. He is continuing his education at Oklahoma State, where he is pursuing his MBA. As an intern, John is eager to learn from the team, gain hands-on experience, and continue building the skills that will shape his future career.

An Edmond native, John enjoys working out, golfing, reading, and spending time with family and friends. He is also a huge F1 racing fan and appreciates getting outdoors, where he makes a point to slow down, take in his surroundings, and find gratitude in the every day.

What began as an unexpected opportunity has grown into a career Caiden has made entirely her own. She joined the firm in 2018 as an Administrative Assistant and quickly discovered an interest in financial services, client relationships, and the many details that keep a financial planning firm running smoothly. Over the years, her willingness to learn and take on new challenges has helped her progress through multiple roles and into her current position as Marketing and Communications Coordinator.

Today, Caiden combines her operational expertise with a growing passion for marketing and communications. As Marketing and Communications Coordinator, she supports the firm's brand through website updates, social media content, marketing materials, events, and internal communications. Prior to stepping into this role, Caiden worked closely with clients and advisors, assisting with account servicing, insurance requests, money movements, and other key operational functions. That experience gave her a strong understanding of the client journey and the importance of delivering exceptional service. Whether managing a marketing project or supporting firm initiatives, Caiden is known for her attention to detail, organization, and genuine desire to make people feel heard, supported, and valued.

Outside of work, Caiden enjoys reading, working out, spending time with family, and, of course, her dog, Frankie. She approaches life with an optimistic outlook and believes each day brings another opportunity to learn something, build a meaningful connection, or simply make someone smile.

Few things energize Elle more than helping people solve problems and feel supported. After spending six years as a math teacher, she transitioned into financial services to continue making a meaningful impact in people’s lives through a different lens. As a Senior Executive Assistant and Paraplanner in the Dallas office, Elle is known for her responsiveness, upbeat attitude, and commitment to creating an exceptional client experience. 

A graduate of the University of North Texas, Elle supports clients with account maintenance, service requests, scheduling, and administrative tasks while also helping coordinate client events and engagement initiatives. 

Originally from Trophy Club, Texas, Elle recently returned after spending time in both California and Virginia with her husband. Today, she enjoys being closer to family while raising her young son. Outside of work, Elle enjoys traveling, doing Pilates and playing pickleball, reading, and discovering new places and experiences. One item that remains high on her bucket list is exploring Italy.

Roni is a master of organization, efficiency, and making things happen behind the scenes. With more than 20 years of experience supporting senior executives as well as extensive experience in marketing, she brings a rare combination of operational expertise, adaptability, and attention to detail to her role as an Executive Assistant with Bluespring Wealth. Known for her positive energy and approachable nature, Roni helps ensure both clients and team members feel supported while keeping the Waco office running smoothly. 

A third-generation Dallas native, Roni now calls Waco home. Her role includes overseeing daily office operations, coordinating client engagement events, managing special projects, and partnering with team members across the organization to support efficient and consistent processes. She especially enjoys building relationships as she works to create a welcoming environment for everyone who interacts with the firm. 

Outside of her professional life, Roni enjoys riding on the back of a Harley-Davidson, researching her family genealogy, and building intricately detailed dollhouses. She is an active member of the Daughters of the Nile and proudly supports Shriners Children’s Hospitals. Each year she donates a handcrafted dollhouse to the Shriners Love to the Rescue fundraiser, combining her creativity with her passion for giving back to the community she loves.

Karla believes a great client experience begins the moment someone walks through the door. As Executive Assistant in Oklahoma City, she takes pride in helping clients feel welcomed, comfortable, and cared for while ensuring advisors have everything they need for productive meetings. From coordinating schedules and preparing materials to supporting advisors and facilitating successful meetings, Karla thoughtfully oversees the details that help every client and advisor experience run smoothly.

Her history with the firm dates back to 2012, when she joined the legacy Oklahoma Financial Center as an Operations Assistant. After spending five years with another wealth management firm, she returned to the team in 2026. Karla studied French and education at Oklahoma State University, but her true passion has always been helping others and finding ways to make their jobs or lives a little easier.

Deep Oklahoma roots are also an important part of Karla’s story. Her great-grandparents arrived during the Land Run of 1889, and she grew up in Payne County before eventually settling in the Oklahoma City area. Outside of work, she is an avid reader with a love for all things literary and enjoys road trips with her husband, visiting museums, exploring history and music, and discovering new culinary interests.