General Info

We started over 30 years ago with a simple office, minimum office staff, meager equipment and one client. We had a passion to clearly understand the financial concerns, long term dreams, and the financial resources our clients have. This passion led us to establish foundational principles built upon our commitment to honor God and serve His people. We are humbled that our clients have entrusted us with over $250m in assets. In addition we're thankful these promises help them find the confidence.