25 Years of Service
In our 25th year, we realize how blessed we have been to impact so many lives by simply doing what we are passionate about. We have greater than a 98% client retention rate, which we attribute to the long- term, genuine relationships we forge with our clients, and our focus on helping each client gain clarity, confidence and capability. We have stood with our clients at weddings, baptisms and funerals; celebrating milestones and walking alongside in times of trouble. What an amazing honor it has been and continues to be.
Meet the Team
To hold your interests as paramount.
To listen closely and empathetically, seeking to understand what is most important to you and why.
To be your ally; the first people you will think of when you need help.
To be caring, compassionate and concerned for you and your family.
To earn your referrals and make you glad that you referred your family and friends.
To strive to have the courage to tell you what we think you need to hear and not only what you want to hear.
To shepherd you with discernment, educate you with truth, and coach you toward making solid and informed decisions.
We will bring biblical financial and life principles and influence to all whom God brings our way, being transformation agents in our clients’ lives for greater impact and freedom, and bringing a sense of clarity, confidence, and capability.
We will provide servant leadership, creativity, relationship and capability through mutual accountability among ourselves and with our clients. Leadership provides direction. Relationship provides confidence. Creativity provides capability.
We will shepherd clients with wisdom, discernment, care and compassion; being a place of wise counsel.
We will help our clients live from the heart (wellspring of life) and make financial decisions in the context of their whole lives.
We will be a resource to other advisors, locally and nationally, who share similar objectives.
“Command those who are rich in this present world not to be arrogant nor to put their hope in wealth, which is so uncertain, but to put their hope in God, who richly provides us with everything for our enjoyment. Command them to do good, to be rich in good deeds, and to be generous and willing to share. In this way they will lay up treasure for themselves as a firm foundation for the coming age, so that they may take hold of that which is life indeed.” 1 Timothy 6:17-19