Our story

Our story

We want Christians to feel empowered to make financial decisions that reflect their values personal visions of success. We work daily with clients to feel less stress and more confident when approaching money matters. Our strongest desire is for our clients to have the support they need to shape their family’s future, while extending generosity to their communities and those in need. 


Our team understands how easy it is to feel deluged by the flood of financial information available. Because of this, we commit our work to help Christians navigate those waters with expert, customized guidance.

From protection for a growing family to living in retirement, we can guide you through every stage of life to help you achieve your goals and dreams – no matter what those are. Your success is our success.

From our office in the growing, historic riverfront neighborhood of St. Charles, Missouri, we’re well positioned to help you become ingrained within your community. We raise families here, worship in area churches, cheer for the Cardinals and the Blues, as well as participate in charity events and other efforts that strengthen our neighbors. 

Get to Know Our Team