Delta Wealth Advisors

06/17/2026

Legacy comes in MANY forms.

We bought our home from a phenomenal gardener. Even today, our mail carrier often says, "I love coming by here because there's always something new blooming."

A 2024 tornado changed a lot. For a while, it felt like the flowers, lightning bugs, bats, cicadas, frogs, and lush greenery all took a step backward.

This spring has been refreshing. Life is returning. New blooms are appearing, old favorites are coming back, and we're adding a few touches of our own.

It's a reminder that legacy isn't just about what we leave behind financially. It's also about the beauty, memories, and impact we leave for others to enjoy long after we're gone.

Check out these blooms and take a guess: Which plants do you think we inherited with the house, and which ones have we added ourselves? 🌸🌿🌼

06/16/2026

Our own David Lange was asked to join The Unforget Yourelf Podcast.

Most people don't want to be treated like another account number. They want someone who understands where they've been, where they're going, and why it matters.

David recently stepped outside his comfort zone and joined his first podcast after a referral from a life coach, Kerry Castillo. Thanks to Mark Adams and Katie for the invitation.

They discussed the vision behind his practice, why he believes financial planning should be personal, and the people who helped shape his journey—including his parents, mentors, and many others along the way.

He was nervous. But what started as a challenge became one of the most rewarding conversations he'd had. It reminded him that behind every financial plan is a story worth understanding.

What's something you've done recently that made you nervous but turned out to be worth it?

https://open.spotify.com/episode/3OBLxNFMDCOt6T32wsBqcz?si=VhR5bZZKSaKJJLHbZYGO6g%0A

The Unforget Yourself Show · Episode

06/15/2026

BEYOND SILOS: A Coordinated Approach to Wealth Management

One of the biggest challenges in financial planning isn't investment performance, but it's coordination.

Too often, investments, workplace benefits/retirement plans, retirement income, annuities, insurance, tax planning, and estate strategies are managed in separate silos. When no one is overseeing the full picture, important details can be missed, from outdated beneficiary designations to income streams that aren't properly monitored.

When your financial strategy is connected, decisions become clearer, opportunities are easier to identify, and fewer things fall through the cracks.

That's the value of comprehensive planning.

05/30/2026

Delta Wealth IS... about your story.

You're the hero.

You're building a career, raising a family, running a business, serving your community, and working toward something bigger than yourself. This photo bringing my daughter to work reminded me of what many of us are working for or towards.

Our role with Delta Wealth Advisors isn't to take center stage.

It's to be the sidekick who watches your back.

✓ Tax Planning
✓ Investment Management
✓ Estate Planning
✓ Risk Management
✓ Retirement Planning

You focus on living your story.

We'll help keep the pieces aligned.

04/29/2026

One thing we do for executives is simple yet mitigates surprises during tax time. We assist executives getting paid with stock compensation adjust their withholding on vested Restricted Stock Units (RSU). The default withholding on RSU's is 22%, which can leave you writing a large check each year when stock vests.

04/27/2026

How did your tax season go?

At Delta Wealth Advisors, we take a proactive approach to tax planning—helping reduce taxable income, adjust withholding, and align strategies with your CPA or tax preparer. We look beyond the basics to ensure your tax strategy supports your overall financial goals.

04/10/2026

Mug Exchange with Patrick Eggleston.

Patrick and I first met in business class on a flight from XNA to Minneapolis. What started as a great conversation about family and travel plans turned into an ongoing friendship and professional respect. Patrick is one of those rare people who consistently asks the right questions — the kind that bring clarity to complexity and uncover opportunities others miss.

That is exactly what makes him so effective in his work as a Strategic Partner with Schooley Mitchell Bentonville - Patrick Eggleston, the largest cost reduction consulting firm in North America. Patrick helps businesses identify and eliminate unnecessary costs across telecom, utilities, waste, and shipping — and here's what makes the model remarkable: there is no upfront cost to the client. His fees are funded entirely by the savings he uncovers. If he doesn't find savings, he doesn't get paid. With more than 28 years of experience managing P&Ls and leading national sales teams, he brings both the insight to find what others miss and the credibility to act on it. It's a true privilege to make this exchange.”

04/04/2026

Great News! We are growing at Delta Wealth Advisors, and that means adding great people to our team.

As we continue to serve our clients, we refuse to let growth dilute the promises we make. That means adding the right people.

We’re hiring a Client Service Coordinator (administrative role, no sales responsibilities).

We’re looking for someone who:

• Has experience in banking, financial services, and/or customer service.

• Organized with attention to detail.

• Comfortable with tech: Word, Excel, Outlook, Zoom, basic AI, and company software.

• Communicates clearly and professionally.

• Enjoys supporting advisors and clients.

• Can work 20 hours (minimum) per week up to full-time (Primarily in office).

This role allows progression initially within the service side of our team (gain licensing & incorporate paraplanning) and long-term into an advisor role if desired.

This role offers competitive pay, time off, retirement benefits (No Health), and a strong team environment.

How to Apply:

Email [email protected] and [email protected] with:
- A short introduction (3–5 sentences) on why this role interests you
- Your resume as a PDF
- Subject line: “Detail Matters – [Your Name]”
- We’re using this process to find candidates who value clarity, communication, and follow-through.

If someone comes to mind, we’d appreciate an introduction.

We believe in flexibility that creates work life balance, yet maintains continuity of service for our valued clients.

03/10/2026

Fun to support a GREAT cause today!

✨ Thank you to our Gold Sponsors.

Your support helps make Butterflies and Blooms meaningful and mission-centered. Because of you, lives are being transformed in lasting ways.

We are deeply thankful for your partnership. 🦋
Greenhaw Development Co. Delta Wealth Advisors Brandi Mallard Realtor Grand Savings Bank Paul Law Firm, PLLC Peggy Rowe Malatesta Clear View Enterprises

02/24/2026

Mug Exchange...

Gabriel Garcia carries a rare combination of humility and ambition—staying frugal, thinking of others, and still dreaming big about his future. Many people have one or the other, but this blend makes him an exceptional husband, father, friend, investor, and teammate.

From business leader, to ultramarathoner, to Real Estate investor, he brings his faith into everything he does. Exchanging this Coca-Cola mug was a simple and sweet (like Coca-Cola) reminder of the incredible people I get to support every day as they work toward a more confident financial future.