Our story

Since our establishment in 2021, we have dedicated ourselves to helping individuals, families and businesses achieve their financial goals while making positive impacts in their communities through generosity.

As faith-based financial advisors, we are committed to providing exceptional financial services with a foundation rooted in Christian stewardship. We strive to honor the Lord by utilizing each other's strengths and experience to provide our clients with solutions for their unique needs.

Our values 

Fealty: Focusing on intentional value for clients instead of short-term profits. 

Clarity: Speaking the truth, with kindness and respect, to help strengthen relationships. 

Generosity: Sharing our time, knowledge and resources. 

Improvement: Pushing our team—and our community—to become the best we can be. 

Joy: Taking responsibilities seriously … ourselves, not so much.