Products and services. Aligned with your priorities.
My collaborative approach to financial counseling involves faith, personally getting to know you for the long run, staying familiar with your financial goals and concerns, as well as providing education and research related to the economy and the financial markets. We’ll meet regularly, and through a developing relationship of trust, we’ll seek to help you be wise and generous with money, so that you can provide for those you love, live a victorious and peaceful life and make the world a more beautiful place.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
