How We Serve Together

At the heart of our work is a shared calling: to serve others with humility, integrity, and purpose. Our team is built around complementary strengths that allow us to walk alongside you with care and clarity.

Kyle brings the vision—helping clients see the bigger picture and guiding them toward a future rooted in purpose and intentionality.

Jackie brings precision—her attention to detail ensures that every piece of your plan is thoughtfully crafted and aligned with your goals.

Stacy is the glue—providing steady support, seamless coordination, and a warm presence that keeps everything (and everyone) connected.

Together, we are more than a financial team—we are partners in stewardship. Our combined strengths allow us to simplify the complex, serve with excellence, and help you move forward with confidence and peace of mind.