Providing Knowledge to Empower You and Your Family

We empower our clients with the knowledge to help them make informed decisions to maximize wealth, reduce taxes and work toward their goals. Finances can be confusing. We are firm believers that EVERYONE is capable of learning with the right advisors guiding and empowering them. This is why we use our knowledge and experience to help our clients find solutions that fit their needs. 

Relationships first. You and your family are important to us. Your financial plan is only as good as the questions you were asked. We ask lots of questions. Helping people with retirement planning, college education for their children, tax planning, leaving something to their kids, or helping your favorite charity makes our job fulfilling. We believe that money is a tool, not a goal, as your wellbeing and happiness come first. When clients trust us with planning for their future, it isn’t just about money, but about transforming fear into freedom – how great is that!? 

Finding solutions outside of the box are the most rewarding cases. Have you heard the expression, “You don’t know what you don’t know?” Sometimes people make decisions based on coffee shop talk. Having a client learn what they didn’t know during our meetings, and seeing that lightbulb, brings us joy. 

Take a Leap of Faith with Thrivent

Thrivent helps you find a way to follow your heart. Watch the video to learn more!

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.


Columbus Office



M – F: 9 a.m. – 5 p.m.