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 serves as the President of SilverStar Wealth Management, Inc., where he leverages his extensive expertise as a CERTIFIED FINANCIAL PLANNER ^TM professional (CFP^®), Accredited Portfolio Management Advisor^SM  (APMA^®), and Certified Exit Planning Advisor^SM (CEPA^®). Tim is dedicated to helping individuals and business owners grow, protect and distribute their wealth tax-efficiently while minimizing risks through comprehensive planning.  He also holds several other esteemed designations, including Chartered Life Underwriter (CLU^®), Chartered Financial Consultant (ChFC^®), and Chartered Retirement Plan Specialist (CRPS^®).

Growing up with a father who was a Methodist minister, Tim developed a deep desire to make a positive impact in the lives of others.  This, coupled with his keen interest in financial planning and wealth management propelled him into the financial industry over 20 years ago. His goal has always been to help people make wise financial decisions, enabling them to live purposeful lives aligned with their values. 

Tim's commitment to financial education is evident through his regular financial seminars at local colleges, corporations and organizations throughout Houston. He is an active member of the Financial Planning Association, The Society of Financial Services Professionals, and a founding member of The Academy of Preferred Financial Advisors.

Outside of his professional life, Tim is married and has two sons. In his free time, he enjoys backpacking, hunting, fishing, and cheering on LSU football and baseball teams.

Waco Office

As a financial advisor with LifeBridge, Grayson is personally invested in keeping clients on course. Even better, he promises to be in the boat with them. Storms will roll in. The wind may die. No matter what, it's his promise to continue to point clients in the right direction. Some ways he'll do this are by constructing models suitable for clients, either after-tax or retirement accounts, various estate strategies, and help to minimize any taxes paid or earned from investment accounts. Grayson also helps small business owners reduce their tax burden and help retain employees by creating competitive retirement plans and educating them, so it's one less headache. Grayson enjoys working with your attorney and accountant to help make sure everyone is on the same page.

Grayson is a Waco native, born and raised. He attended Louisiana State University, graduating in 2014 with a Bachelor of Science in Business. Before joining the legacy firm Jim Morrison Financial prior to the merger with LifeBridge, he worked at Kestra Financial, a broker-dealer.

In addition to his CFP designation, Grayson also holds his Series 7 & 63 licenses. Outside of the office, you’ll find Grayson, well…outside. Don’t forget to ask him what it was like at the summit of Mt. Kilimanjaro, or share your favorite hiking trail with him. He also enjoys volunteering at Cameron Park Zoo.

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.

Text/Fax Number: (405) 241-5463

Book a Meeting: Shamiah Evans - Online scheduling (oncehub.com)

Shamiah Evans, CFP® is a Financial Planner based in Oklahoma City, dedicated to helping individuals build wealth with purpose through strategic, personalized planning. She holds a BBA in Finance, a certification in Personal Financial Planning from the University of Houston, and is a CERTIFIED FINANCIAL PLANNER™ professional. With a background in real estate and insurance, Shamiah brings a well-rounded, client-centered approach to financial guidance.

She currently serves as Treasurer and Secretary of OKC Young Professionals (OKCYP) and is a TEAM South graduate through the South OKC Chamber. She was named one of OKCYP’s Top 50 Young Professionals (2025) and received the Excellence in Leadership Award (2024). Shamiah is also a member of the Financial Planning Association (FPA) and Delta Sigma Theta Sorority, Inc.

Deeply committed to giving back, Shamiah is a Mentor Leader with Cocoa Initiative, a Big Sister with Big Brothers Big Sisters, a volunteer with the Oklahoma City Community Foundation, and an active servant leader in her church.

Outside of work, she loves traveling and creating meaningful experiences with her husband.

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Dave has helped hundreds of families and individuals throughout his career, joining the financial services industry in 1982. He saw firsthand from a family member how rewarding the career could be, and this inspired him to take the same path. He has held his CERTIFIED FINANCIAL PLANNER™ designation* for more than 20 years, and enjoys helping clients develop a plan to help increase their security and confidence in their financial wellbeing.

A graduate of the University of Illinois, Dave holds both a master’s and a bachelor’s degree. He has served in a number of capacities in the financial services industry from agent and advisor to training and management.

Dave is a grandfather to 23 grandchildren, and his family keeps his free time quite full.

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Book a Meeting: Shay Morris CFP® - Online scheduling (oncehub.com)

Shay, a Texas A&M graduate, strives to create holistic yet individualized solutions for each client that consider their unique circumstances, goals, and risk tolerance. She believes in giving back to the community, and serves on the MAPS 4 Citizens Advisory Board and MAPS 4 Community Subcommittee. In her spare time, Shay enjoys reading, riding her motorcycle, and spending time with her husband and three dogs.

*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

As a retirement plan specialist, Alan provides professional guidance regarding retirement plans and works to ensure they are kept in compliance with current regulations. He is skilled at helping clients understand the complex details of their retirement plans.

Alan graduated from Oklahoma State University with a degree in management science and computer systems. He began working as a programmer for a local bank and through that experience was drawn to the financial services side of the industry. Alan gained more than 25 years of experience after he transitioned his career.

A believer that kindness can change the world, Alan actively volunteers with Scouts BSA and devotes himself to helping youth become better leaders.

Book a Meeting: Emilia Bailey- Online scheduling (oncehub.com)

As an Retirement Plan & Wealth Advisor at Oklahoma Financial Center (OFC), I'm passionate about helping others reduce financial stress by aligning their resources (time and money) with what's important to them. With a Bachelor's degree in Psychology from the University of Oklahoma, I bring a unique blend of financial expertise and creative problem-solving skills to the table. 

Since joining OFC in 2022, I've found great joy in presenting and educating retirement plan participants about their financial futures. Guiding them through enrollment processes, facilitating asset transfers, and providing ongoing support are all part of my dedication to empowering our clients on their retirement journey. With over 12 years of customer service experience, I strive to ensure that every client feels confident and empowered in their financial decisions.

Beyond my professional role, I enjoy spending time with my doodles, diving into a good book, and volunteering with organizations around Oklahoma.

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.

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.

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.

Jacquelyn brings a rare combination of operational intelligence, investigative problem-solving, and unwavering client care to her role as a Client Service Associate at Bluespring Wealth in Waco. With more than two decades of experience in financial services and a lifelong exposure to the industry through her father’s advisory practice, Jacquelyn has built a reputation for bringing structure and clarity to even the most complex situations. 

Beginning her financial services career during the height of the 2008 financial crisis sharpened Jacquelyn’s composure, decisiveness, and her ability to perform under pressure. She attended Stephens College before going on to build a career centered around operational strategy, compliance, workflow development, and client support. 

Jacquelyn is a devoted mother who spends much of her time outdoors with her son, especially tending to their butterfly conservation projects. Her experiences both personally and professionally have shaped a deeply resilient and resourceful perspective on life. Guided by the British Military motto: “improvise, adapt, overcome,” Jacquelyn approaches challenges with curiosity, determination, and a steadfast commitment to finding meaningful solutions.

Colby graduated from Oklahoma State with a degree in finance and a minor in energy finance. He helps facilitate effective communication and administration across all departments. He loves to play golf, read and watch movies.

Chealita is a Senior Client Service Associate at Oklahoma Financial Center. She has over 10+ years of working in the financial industry with experience in insurance, compliance, operations, and customer excellence. Chealita manages and executes special projects for Oklahoma Financial Center and ensures clients are met with concierge services.

Chealita served in the United States Army for four years with a focus on mechanics. She is a wife and a mother to six children and two dogs. She enjoys spending time with her children and attending their many sporting events. Currently, she serves as a deacon in her church. In her free time, she loves volunteering as an elderly companion and helping feed the homeless.

Text/Fax Number: (405) 302-2900

Caiden is a Client Service Associate at Oklahoma Financial Center. She joined Oklahoma Financial Center in 2018 as an Administrative Assistant and was promoted to Client Service Associate in 2021. With over eight years of customer experience, Caiden provides direct concierge services to clients to resolve their needs. She also manages our clients' education and insurance onboarding processes and keeps them updated on their accounts. 

In her free time, she enjoys spending time with her family and reading. She has two fur babies named Pistol and Frankie. 

Jacob has a professional background in banking and underwriting with a degree in Finance from the University of Central Oklahoma. He is dedicated to delivering exceptional service and bringing personality along the way. He is passionate about fostering relationships, community engagement and volunteerism, and continued learning and improvement. 

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.