
Our Mission Statement
We listen first—seeking to understand your unique goals, values, and calling—so we can design comprehensive financial strategies tailored to your life and purpose. Rooted in faith and committed to stewardship, we build lasting relationships founded on trust, transparency, and service. No shortcuts. No pressure. No one-size-fits-all solutions. Just steadfast guidance to help you pursue new possibilities, protect what matters most, and build a legacy that reflects your deepest values.
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To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Warrenton Office
- Phone:
- 540-680-2690
- Fax:
- 540-680-2213
Hours
M – F: 9 a.m. – 5 p.m.