SERVING OUR TRI-STATE WITH PURPOSED-BASED ADVICE
It's not easy to take that first step and begin a conversation about money. That's why we start with a simple question: What's the purpose?
As an advisor with over a decade of experience in the financial industry, I'm blessed to help Christians navigate their financial journey with PURPOSED BASED ADVICE. Through guidance, analysis, and conversation, we empower you to achieve your goals of your financial future.
As your financial guide, we provide financial planning, wealth management, and tailored made recommendations to help you on your Wealth Journey.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Mason Office
- Phone:
- 513-788-1472
Hours
By Appointment Monday - Friday 9AM-7PM; Saturday 9AM-12PM
Address
408 4th Avenue
Mason, OH 45040