WE BELIEVE WHAT SETS US APART IS THE STEWARDSHIP WE OFFER OUR CLIENTS


The financial world we represent is different. We believe success should not be measured merely by how adequate your assets are, the net returns on your investments, or the size of your tax reductions. Instead, success is found when we leverage everything God has entrusted to us in achieving the goals and purposes He has called us to.  

 

So true success is not about money or any other asset. It’s about what you use the assets for.

 

To help guide you, we take meaningful actions toward greater and greater stewardship.

WE BELIEVE IN LONG-TERM RELATIONSHIPS


Our teams have a combined 90+ years of experience in financial services. During our careers, we’ve seen the tremendous difference that exists in advice based relationships.

So in 2019 we decided we would only operate in long-term relationships, giving us the opportunity to focus on more than the assets of our clients.

WE PRACTICE RELATIONSHIP-BASED MANAGEMENT IN OUR OWN BUSINESS

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

GREAT NEWS!

We are eagerly awaiting the expansion of our family as we welcome Greg Bickhart and his Atlanta area team. Joining us in late September.

David  Saviola

David Saviola

Business & Non-Profit Advisor

Jerry Skalsky

Jerry Skalsky

Director of Financial Planning

Courtney Lindberg

Courtney Lindberg

Director of Innovation

Peggy Bennett

Peggy Bennett

Director of Operations

Karen DeBord

Karen DeBord

Administrative Specialist

Greg  Bickhart

Greg Bickhart

Managing Partner

Josh Bickhart

Josh Bickhart

Administrator

Karen Bickhart

Karen Bickhart

Variable Product Specialist

LET'S TALK


It would be an honor to walk alongside those God has called us to. Do you have a mission that goes beyond money? We can help you accomplish it.


You'll see how different we are and the difference we can make together.



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