New Years Closure

Wow, what a year it has been…we are so grateful for each of our clients and for the opportunity to have served you as we navigated a very unusual year.  We hope that you all have a safe and Happy New Year!!


Client Spotlight- Rocket Fizz

Check out this week’s Client Spotlight, Ted Winter! He and his business partner, Jason Risley, own a Rocket Fizz Soda Pop & Candy Shop on Main Street in Grapevine. Check out the store for all of your last-minute stocking stuffers and fun gifts… or just to satisfy your own sweet tooth! Keep reading to learn more about his journey in starting the business and how he knew it was the right fit for him.

What were you doing before owning Rocket Fizz?
I was a sales leader for consumer products companies.  My last job prior to Rocket Fizz was Vice President of Sales and Marketing for Wolf Manufacturing, a mid-sized travel accessories company.

When you made the decision to open this franchise, were you completely sure in your decision or did you have any hesitations about owning a business?
My only hesitation was if I couldn’t secure the right location for a store.  Once we found our location on Main Street, I knew we had made the right decision.

What is the most rewarding part of owning a business?
For my business partner, Jason Risley and I, it’s been a gift to have our children work at the store and work with them.

What advice would you have given yourself at the start of your entrepreneurial career and what advice would you give to people who are thinking of starting a business or investing in a franchise?
I think there can be fears about what it takes to own or run a business, don’t let your fears hold you back.

What is your favorite soda and candy? Do you have any fun facts about industry?
My favorite soda is still to be determined, we have over 500 sodas and I’ve yet to try them all. My favorite candy is Goetze Caramel Cream candy.

How do you make the holidays special?
We celebrate the season as a family by celebrating advent together, watching our favorite holiday movies and taking one night to drive around DFW looking at our favorite Christmas lights

How did you get connected with Christi, and what’s your favorite thing about working with our firm?
We were introduced to Christi by our financial advisor, Bruce Dunham. My wife was starting her own small business and Christi helped us prepare for her new venture. Christi and the team are friendly and knowledgeable.

Giving Week 2020 – Day One

Welcome to our first ever Giving Week feature! Part of our mission is to give back out of the abundance that God has provided to us, and so we thought it was the perfect time of year to share with you some of our passions as you may be looking to make those final year end gifts. Starting today and continuing over the next week or so, we’ll be featuring some of our non-profit clients as well as a few other organizations that we support. We hope you enjoy learning about these wonderful organizations and the work they are doing.

Today’s features are:

Embrace Grace 
The One Heart Project



Client Spotlight- Let’s Pretend Parties and Mila and Rose

Hello and Happy December! Our client spotlight this week features John Kuelbs. He works alongside his wife, Rachel, and their daughter to run Let’s Pretend Parties and Mila and Rose. Keep reading to learn about how his family and business have grown stronger together. Check out Let’s Pretend Parties to learn how to celebrate the Holidays or to make any day a special memory. Shop around on Mila and Rose to make sure your little girl has the perfect family photo outfit, the cutest accessories to unwrap Christmas morning, and most importantly a comfortable wardrobe! 

Why did you decide to start your business? I know you welcomed your daughter early on, how did that change your plans?

We started the business because we wanted to be free; free for time, free to have the opportunity to utilize our resources to accumulate additional resources. So we saw an opportunity in the market. Basically, if you find something you really like or love, there are opportunities everywhere. And we actually saw an opportunity in the baby space when our daughter was just a baby. We held our corporate jobs and did the side hustle. The side hustle means you’ve got to be dedicated, and disciplined and you got to love to work. But if you want to be financially free, and really time free, you’ve got to put in the hours. We work all the time, which we love to do. And I’d rather do that than work at a job where I was told what to do, when I could use the bathroom, when I could eat lunch, and where I just felt like a robot. So that’s why we started our business.


What is the most rewarding part of owning a business, especially one that involves the whole family?

Let’s say our daughter has something in the middle of the day like a Daddy Brunch, that’s something that I can stop in the middle of the day to go have brunch with her. That’s super important. I think working with your family is really important too– if you can get along with them! But really if you can find someone where its yin-and-yang in a way and you can work off of each other’s strengths and set your ego aside. But you have to be able to turn it on and off. One of the hardest things is managing the separation of family from business. So when you’re working, you’re at work and you shouldn’t be thinking about what you’re going to be doing that night, who’s going to win American idol, you know, whatever it is…. And then when you’re off you should be off and be present, with your kids, with your wife, not be thinking about getting an email sent. You should try to limit that time, which is all a little bit harder when you work with your family. But that is an important part with a job or with a business, and if you love your business it’s also fun and can be family time too! For example, our daughter is five now and we like to teach her how to have our own business. Last Saturday, our community had a community sale- like a small business sale. So as a five-year-old she was in charge of picking out what products we were going to sell, how much we were going to sell them for, how it was going to look, the setup, all that. She ran the register, she greeted customers, and she had some very successful sales. They don’t teach that in school. She still had to pay wholesale costs, of course! But then half of it was her profit that she got to keep. Half of that went into savings to teach the value of saving and reinvesting if she wants to have another sale… the rest of it went to Legos and LOL dolls!

What advice would you have given yourself when starting out given what you know now?

I have a lot of good mentors and people that have given me good advice since I was 5-years-old as well. So really its hard work, dedication… and make it fun! Whether it’s something you like or even if it’s something you don’t necessarily think of. We do children’s clothes and fashion and accessories and I’m a thirty-eight-year-old-man. I don’t use any of it, but I see it on my daughter and I see how happy she is when she wears it. So its about finding something. People say “follow your passion” and maybe you like organizing things, or there are other things you like to do. My advice to be to look at things you’re already doing and look at ways that maybe you can improve them, even if it’s a little niche. In today’s world you can get started for free, for $100 or less, its just effort time and putting in the hard work.

How did you get connected with Christi, and what’s your favorite thing about working with our firm?

It’s amazing how many connections come through children! WE were looking for a pediatrician when we were pregnant and we found Dr. Ghaffar which is Christi’s neighbor! So we saw this nice new building that the doctor was moving into, and then I saw this accounting office next door and I thought I would go in and meet her. We were growing fast and we had worked with some big accounting places, but since we were small, we wanted to work with another boutique shop that was small as well and grow from there. So, I was a walk in!

I love that you can email Christi (and she probably doesn’t want to many people to know this), but you could email her in the middle of the night and she just might answer in the middle of the night! So its accessibility, I think that’s a big key. And she knows about our business: its not some junior accounting person just getting the file.


What’s your favorite part of the holidays? Do any of your business do anything special for them?

We’re from Minnesota, so we love to go up to Minnesota for a White Christmas. With some of the restrictions this year, we’re not going to do that. But our tradition we always have on Christmas is that we want our daughter to wake up in her own bed. Because that’s a special night, that’s when Santa comes, so just being in that setting is our tradition. We do gingerbread house competitions and some of those different fun things. At our shops, we had Thanksgiving tea parties and Halloween parties, and we’re going to do a special Christmas party where we have hot chocolate and mints and little Christmas goodie bags. You might even be crowned the Frozen princess… or I should say the Ice Princess for the day! They can dance, play, and the tea-parties”> tea party is very memorable any time of the year. We have lots of camps and that sort of stuff.

Where can our other clients go to check out your business?

Let’s Pretend Parties has 2 locations. You can visit their location in Downtown Grapevine or in Grapevine Mills Mall. To make sure you mark your calendars for upcoming events and tea parties, follow Let’s Pretend on Instagram or Facebook. You can find all of the products from Mila and Rose in their online shop here, and stay up-to-date on new products by following their Instagram, Facebook, or Pinterest!

Client Spotlight- Ruby Care and A-DOOR-ED

Check out this week’s Client Spotlight! We interviewed Patty Williams, co-founder and Senior Living Advisor at Ruby Care and co-founder of A-DOOR-ED! Keep reading to learn about what led her to start these businesses, some advice on taking care of loved ones this holiday season, and her wreath delivery subscription service!

What led you to a career in senior living placement and starting Ruby Care?

We’re in our fifth year now, and it started because there was really a need for it. Joyce Logan is my business partner, and she was helping her mother-in-law Ruby, who was living in Honey Grove, Texas at the time and was struggling to live on her own. She was living more than an hour away from her only son, and they just wanted to get her closer. When Joyce started looking at places, she realized that in our metroplex we have over 900 senior living communities. That’s just overwhelming, you don’t even know where to start. You don’t know what’s appropriate, what they need, what things to look for. Both of us had been in healthcare and we were both at a crossroads in our careers. So Joyce said “what do you think about starting Ruby Care?” We didn’t call it Ruby Care then, but she just thought of starting a company where we actually helped people find places for their family members. We started doing a lot of research about private companies that do this all over the US and learned about best practices. We decided to call it Ruby Care after Joyce’s mother-in law to honor her. Ruby actually passed away this year at 98 years old. But Joyce was able to find her a great place, and she lived out her days there.

Did you meet Joyce through the healthcare industry?

We were friends when I first moved to Texas in 2004. Joyce and I became friends and we just hit it off. We have similar passions in life; we both love to volunteer, we both really love to be around people, so it was kind of just a good fit for us to be together.

How did you come up with the idea for A-DOOR-ED and what impact do you want it to have?

With A-DOOR-ED, I have a different business partner, Kim Moline. Through our work with Ruby Care and going around to all the different communities, we kept seeing all these empty doors of people that didn’t have a wreath. When you’re in senior living, there’s just a lot that’s the same, but your door is kind of your thing that you get to decorate. You know, it’s your front door! But still there were so many empty ones. Well, Kim used to own a gift store in Colleyville and she’s very creative. She’s the designer for all the wreaths and she was basically saying we could create something where we could have a subscription for them. We could do a wreath of the month, or wreath of the season, and we could deliver them and replace them for people so they don’t have to store them! When you’re in senior living you don’t have a lot of storage space. But with A-DOOR-ED they could have a new wreath, or if they wanted to have the same wreath over-and-over they could do that too– a keepsake wreath. We sell them privately to people’s homes, as well. People that want to buy them outright and have them season-after-season, or people that just want them for a little time and then we come and bring another one! You can do it both ways. I think the biggest thing about it is just the storage; you don’t have to store it or worry about having it in your attic or the racoons eating it. You can just say “okay, now it’s Christmas and I want a new wreath!” and you have this subscription so we bring it. And we actually deliver it and hang it on the door so our customers don’t have to be home after we’ve done the first one.

What is the most rewarding part of owning business that works so closely with people?

You know that’s probably the thing; it’s the different people we get to meet. With Ruby Care it’s finding that place, taking that burden off of the family and being that extra set of eyes and ears to help them. We’re able to give advice and take off some of that stress. With A-DOOR-ED I think it’s that smile when somebody comes home and sees their wreath every day. They know that this person thought of them today and cares about them. We’ve also had a lot of realtors buy wreaths from us. I didn’t think about that industry, but they can honor their clients by giving them a ‘Welcome Home’ wreath. It’s been neat being able to be a part of that sale. Maybe that’s the person’s very first home and then here is our wreath adorning their brand-new home, it’s a neat thing! We feel honored to be able to be there. And we can always add-on, if it’s somebody’s birthday, or their anniversary, or they’re retiring. Our wreaths are handmade and custom-made to whatever you want: the colors that you want, the styles. So it’s always fun!

Is there any advice you would give people going into the holidays to make sure their elderly family members are well taken care of?

I think it’s really good to just pay attention. A lot of people are visiting their loved ones during the holidays. A lot of times that’s when you notice that something is going on, so it’s good to look for those signs. Is the person taking care of themselves? Are medications being taken properly? Does their house look like it is in order? Those are kind of telltale signs that make you say “hmm, okay… things aren’t going as well as they were last year when I was here.”

How did you get connected with Christi, and what’s your favorite thing about working with our firm?

I love Christi’s heart; I just love her way! I got connected with her through my husband because my husband is a dentist in town and their office used Christi’s services. I met her through that and also through the missions that we do together with Mission Barnabas. I am very impressed with Christi’s heart and her way. I just think she’s wonderful, when I’m with her I always feel happy!

What’s your favorite part of the holidays?

Family, just being around family and getting to do things together, making those memories. We have 3 grandkids so it’s fun to see everything through their eyes. We enjoy the food and getting together and football and trying to be outside if we can. Usually what we do as a family is have everybody bring something– my sister-in law is a great cook and so is her husband. Our family members always bring a few dishes and every year we end up saying “so are we doing pretty much our same thing?” We always have a fried turkey, that’s a big hit. And we get the lights up on the house but we don’t turn them on until after Thanksgiving. The kids are always asking “can we turn them on!?” and we’re always saying “no, not yet!” We do go around and even though people sometimes groan, we always ask everyone what they’re thankful for. We try to at least remember once a year, because we have a lot to be thankful for!

Where can our other clients go to check out your business, and what should they look into this holiday season?

We have the keepsake wreath you can get one time, or the seasonal has been a big hit. We do have people getting orders in now so we can get them done for the holidays. I already made two deliveries on Saturday for people decorating early. A lot of people are decorating early this year!

Thanks for reading our post on Patty Williams! Check out her site for Ruby Care here and learn more about the subscriptions from A-DOOR-ED here!