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!
The opportunity to have someone come alongside you and help make decisions and have a rhythm to your decision making has been transformative in my own life.
Sr. Financial Advisor
I`ve been with the firm over 14 years. The vision of the firm is so powerful and I`ve seen the results in the lives of our clients.
Personal Financial Advisor
It is a great privilege for me to serve clients to help them gain peace of mind by using their God-given resources to accomplish their God-given goals. I am passionate about providing counsel that allows clients to make better decisions and live with a strong sense of intentionality.
Through the development and execution of a client-focused financial and investment plan, my goal is to help clients live a life of purpose and experience financial peace of mind.
My first meeting with a client is sitting down and asking the question, 'What's most important to you?' because it's about legacy not numbers.
I love our firm’s deep commitment to biblical financial management – helping our clients discover and apply the timeless principles of stewardship, wisdom and generosity found in the Bible. Truth never changes, and applying it consistently and faithfully can lead to financial freedom and peace of mind.
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
Money is often a source of anxiety in people’s lives. My goal is to help each client achieve peace of mind regarding their financial decisions. This is accomplished by helping them apply the biblical principles of finances to their unique situations.
Orange County, CA
Our clients value our team approach where they can come to our firm and have the full financial picture understood and taken care of all in one place.
We cannot control the events of life, just our response to those events.