Creating a Personal Budget | Brooklynn Chandler Willy
As an experienced financial advisor, Brooklynn Chandler Willy acts as CEO of the company she founded, Texas Financial Advisory. The company is located in San Antonio, TX, acquire clients, manage money, pay bills and referee employee issues.
For many working in financial services, the desire to pursue a career in finance is often sparked in higher education with a deeper dive into the industry. For Brooklynn, however, the decision came when – after the sudden death of her father, a life insurance salesman without insurance himself – she witnessed firsthand how difficult it can be to navigate the death of a family member both emotionally and financially at the same time. Brooklynn decided to pursue a career in retirement planning and financial services to help others be more informed and avoid being faced with a similar situation.
In 2008, Brooklynn founded Texas Financial Advisory, where – for the past 13 years – she has been running the boutique Tax, Investment, and Estate Advisory Firm with a focus on catering to the goals and needs of the individuals with whom she works. Within the same year that she opened Texas Financial Advisory, the 2008 Financial Crisis struck and wiped out many small businesses. However, for Brooklynn Chandler Willy, who was still building the firm, the crisis helped her develop a conservative and respectful approach to managing the assets meant to last her clients the rest of their lives. She and her team work with each client closely to define their financial goals and determine the best ways to manage taxes, necessary paths to take, and how to optimize existing assets for their specific needs.
Today, the firm – comprised of seven professionals holding more than 50 years of combined experience – offers a broad range of services with a narrow focus on providing the most comprehensive financial planning and investment solutions. Brooklynn and the team are also proud to offer insurance products to better help their clients reach their goals.
Alongside her job as the Host of the “Texas Financial Advisory Show,” Brooklynn Chandler Willy hosts the “Texas Financial Advisory Show,” airing weekends on WOAI 1200 AM and KTSA 550 AM. Through her show, Brooklynn shares the knowledge, insight, and expertise that she’s accumulated across her career. Listeners tune in to hear examples of how a retirement income plan can help reduce income taxes, provide a legacy for heirs, and assure a steady income through the rest of life.
Alongside her work in finance, Brooklyn Chandler Willy is also the Co-Founder of SHMILY: Gifts From Above, which she helped establish with her sisters in 2014. The 501(c)(3) nonprofit mission is to provide college students who lose a parent while enrolled with the financial assistance and emotional support they need.
Brooklynn’s career began building when she enrolled at Baylor University in Waco, Texas, for her post-secondary education. While studying three different subjects, Brooklynn Chandler Willy was also an involved member of campus life. She graduated in 2002 with her Bachelor of Arts degree in Political Science, Business, and Spanish. Brooklynn then enrolled at St. Mary’s University School of Law, where she graduated in 2005 with her Juris Doctorate in Law. She is also CDFA (Certified Divorce Financial Analyst) designated with a focus on Financial Planning and Services.
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