300 Colonial Center Pkwy
Roswell, GA 30076
With offices around the country, we serve clients across the wealth spectrum in
almost all 50 states. Every client story is unique. We would love to begin a conversation about
your circumstances and discuss the best way we can serve you.
Simply submit your information with the form below, and someone from our team will
contact you shortly!
I firmly believe in what we do and I love serving clients. I love when those two things can come together.
Sr. Financial Advisor
My desire for myself and my clients is to hear God say “Well done good and faithful servant”, and experience these true riches. In our fallen world, it is so easy to get distracted but our time on earth is preparing us for eternity.
We live in a complex world and a major part of our role is to help simplify the world for our clients.
Executive Vice President
I help my clients manage their wealth wisely, so they are free to focus on true riches. Luke 16:11
We tie everything back to our clients’ goals, quantify their financial goals, and then help to make sure they are doing the right things with their money to help them achieve those goals.
Helping clients take action, bringing peace of mind, and leading them to becoming financially free is what drives our team.
My greatest desire is to serve my clients well and advance the Kingdom of God through the exercise of wise stewardship.
Don Vanden Brink
One of the things I love about this firm is that we have an unwavering commitment to the clients and to the people who serve them.
Chief Financial Officer, EVP Client Services
Our bench of different subject matter experts frees me to be an “expert” on my client, which is exactly where I want my focus to be.
The joy I get from my career comes from working with clients and helping them make informed, sound financial decisions so that they can spend time on things that matter most to them.