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.
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.
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.
Business & Non-Profit Advisor
Director of Financial Planning
Director of Innovation
Director of Operations
Variable Product Specialist
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.