Our story

Our story

Our team's goal is to work with you to build a financial strategy around what is important to you. Life isn't just about making more. It's about doing more with what you have. 

We are committed to being a leader in the industry by providing competent, confident, caring and faith-based financial professionals who strive to exceed clients’ expectations.

With offices in

  • Perrysburg, Ohio,
  • Oak Harbor, Ohio
  • Carleton, Michigan

Our team has served our communities and surrounding areas for more than 25 years.