about us

Philisophy

We seek out clients for whom we can serve as their trusted advisor, attending to the details of their professional life as it moves forward. We learn about their history, and help them clarify their goals, values and dreams, rather than simply inquiring about their balance sheet. We develop a personal insight into their lives as well as the role money plays for them. By adding our professional investment / management expertise and wisdom, we serve as a coach to assist in reaching their personal goals and recognizing financial peace of mind. We also seek opportunities to better the financial planning industry by educating other financial advisors across the country. By sharing our knowledge, we help create an environment where more clients can be effectively served by an increasing number of advisors offering comprehensive financial planning and adhering to a fiduciary standard.

Our Vision

Our core values lead us in all that we do, including how we interact with our clients, other professional advisors and our communities.

• + To participate in a meaningful way in the lives of others.
• + To develop deep relationships with our clients so that we can help them live more fulfilled lives.
• + To always adhere to a fiduciary standard when working with our clients, so that their interests are placed first.
• + To operate our business in a manner that upholds our emphasis that faith and family always come first.
• + To give back to our local and national communities through philanthropic endeavors utilizing our time, talent and treasure.