Philanthropic Counsel

Charitable giving is the opportunity to focus on what really matters and to create a lasting legacy. We believe giving should be part of every financial plan. Many people desire to be generous, but the tools and techniques to effectively do so can be overwhelming. Our advisors can help you free up resources so you can be more generous while still accomplishing your other financial goals.

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.

John Yukawa

Financial Advisor

Chicago, IL
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.

John Dodd

Sr. Financial Advisor

Nashville, TN
My greatest desire is to serve my clients well and advance the Kingdom of God through the exercise of wise stewardship.

Don Vanden Brink

Financial Advisor

Holland, MI
The number one priority in our firm is to take care of our clients and adopt the mindset that we are sitting on the same side of the table as them.

Aaron Klopfenstein

Managing Director I

Indianapolis, IN
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.

Jim Wise

Managing Director

Ft. Lauderdale, FL
The principal focus of a great financial planning and investment management strategy is to buy time: time to make lasting investments in family and friends, and time to pursue your life`s passions.

Roby Kotcamp

Sr. Financial Advisor

Phoenix, AZ
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.

Susan Alexander

Personal Financial Advisor

Charlotte, NC
If we free up our clients to focus on what is most important in their lives, then we have done our job.

Jeff Chinery

Managing Director

Atlanta, GA
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.

Sherry Teat

Financial Advisor

Charlotte, NC
We cannot control the events of life, just our response to those events.

Bob Stoddard

Managing Director

Montgomery, AL