355 East Campus View Blvd Suite 290
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We also believe as Christian financial advisors we are called to serve our clients in a unique way. We believe that America is successful because it was founded on Judeo-Christian values. Just like you don't have to be a Christian to benefit from being an American, we believe you can benefit from working with us whether you are a Christian or not.
We want to be involved in every conversation that revolves around your financial situation. We are here to be your advocates; someone you can call when anything related to your finances might come up.
Our goal is to help our clients align their investments, along with everything else that relates to their finances with in a way that honors their values and is consistent with Biblical principles. We want to help our clients be good stewards of what they have, while assisting them in reaching their long-term financial goals.
We start with learning about you and your family’s needs and goals. We then develop a comprehensive financial plan to help you achieve your financial dreams, while accounting for the what if’s in life.
We have years of experience providing excellent service to our clients and guiding them thru life’s financial challenges.