I’m Shar-Né Warren, CFP®, CRPC®, the “excavator” behind Financial Excavation! You could say I’ve always been passionate about helping build more and achieve more. As a former interior design student, I wanted to help people build beautiful homes – and now I get to help them build beautiful lives. My financial story began early at 11 years old, when I witnessed our family lose our house just weeks before Christmas. I still remember the confusion, the stress, the pain, and the worry I felt and saw. From that young age, I’ve had a calling to be a positive difference maker in the lives of others. With over 15 years of experience in financial services, I’ve learned that the journey to financial well-being doesn’t happen overnight. It requires leaving your comfort zone, and it’s more challenging alone. I wanted to create Financial Excavation to help real people, imperfect people, who dream big and sometimes play small…until now! You know where you want to go, you just may not know how to get there. Financial Excavation isn’t another “by-the-numbers” firm. Our approach is more spiritually grounded. Inspired by Bible verse, Jeremiah 1:10, we’re here to help you tear down old beliefs and rebuild a rooted financial life. We know that taking that first step towards digging deep into past beliefs, clearing old patterns, and building a strong financial foundation isn’t easy. But together, we’ve got this! We are committed to helping YOU build the best financial future you can and uncover the beautiful treasure and life that you’ve always desired. Whether you are a new wealth individual, pre-retiree, in transition, or a person of color, we meet you where you are and guide you where you need to go. And we do it with a sprinkle of fun – yes, fun! – in the process.

Kathy Bickhaus is a Senior Financial Advisor with Merrill Lynch Wealth Management. She brings a comprehensive approach to wealth management, focusing on helping high-net-worth individuals and retirees develop customized financial strategies tailored to their objectives, risk tolerance, and time horizons. Her expertise spans personal retirement planning, tax minimization, education planning, portfolio management, and specialized areas such as women and wealth and divorce transition planning. Kathy is dedicated to fostering strong client relationships and providing access to leading financial resources to help clients pursue financial security and independence. Beginning her career in financial services in 1993, Kathy joined Merrill in 2004 following experience in commercial and corporate finance. She holds a Bachelor of Business degree from Texas A&M University and an MBA in Finance and Accounting from the University of Texas at Dallas. Her professional credentials include the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations, along with Series 7, 63, and 65 FINRA registrations and a Group 1 Life and Health certificate. Kathy is active in the community through her involvement with organizations such as the Young Men’s Service League, National Junior Charity League, and the Denton Public School Foundation. She has served on several nonprofit boards, including the National Charity League and Women’s Financial Exchange, and is passionate about promoting financial literacy for women and youth. Residing in Lantana, Texas, Kathy enjoys spending time with her family, participating in triathlons, boating, scuba diving, and traveling.

Jeffery Price is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 1995. He focuses on assisting clients in managing their personal and business finances across various life stages, employing a holistic, goals-based approach. Jeff emphasizes understanding clients’ long-term financial visions and adapting plans as needs evolve, working closely with clients to address complex transitions such as retirement, business ownership changes, or family circumstances. His client services include college education planning, legacy planning, philanthropic planning, portfolio management, tax minimization, and specialized services for executives, non-profits, and family wealth. Jeff holds a Bachelor of Business Administration degree from Baylor University with a focus on Management and Personal Financial Planning. He maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Throughout his career, Jeff has been recognized by Barron’s and Forbes on multiple occasions, including Forbes’ “America’s Top Wealth Advisors” list from 2020 through 2025 and ranking No. 1 in North Texas on Forbes’ “Best-in-State Wealth Advisors” list in 2025. In addition to his advisory role, Jeff trains Merrill Financial Advisors through the Peer-to-Peer National Faculty program. In the community, Jeff has served six years on the Town Council and completed one term as Mayor for the Town of Hickory Creek. He was a founding member and chairman of the Southern Denton County Neighbor to Neighbor Board. He is an active member of Valley Creek Church and is involved with the Baylor University Alumni Association, Fiji Alumni – Kappa Chapter, and Baylor University Parent Board. Jeff lives in Flower Mound, Texas, with his wife Cara and their dog, Scout.