Office Locations: Chicago

What we do is very client focused. We do a lot of listening to match our clients’ needs with what we have to offer.

Sarah Baker

Financial Advisor

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

I enjoy being on the journey with our clients and enjoy seeing them accomplish big things in their lives.

Melanie Fitzgerald

Personal Financial Advisor

Two of the goals I have for all of my clients, relatives, and friends are 1) that they have peace of mind regarding their finances, and 2) that they feel like they are making intentional financial decisions consistent with their goals.

Scott Goldsmith

Financial Advisor

It's important to us to understand our clients’ hearts. They are not just a client or a number, many of them really become like family and friends.

Barb Senum

Sr. Financial Advisor

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

Life is complicated.  Does your financial life have to be?  First we listen, then we bring answers to questions, clarity to confusion, and ordered steps to achieve your plans.  The result is peace of mind.

Pete Davidsaver

Sr. Financial Advisor

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.

Scott Kiesel

Sr. Financial Advisor

A well lived life is about consistently making principled choices in line with God-aligned priorities. This life is effectively accomplished through a supporting network of family, friends, and trusted advisors.

Marshall Potter

Personal Financial Advisor

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.

Lori Davis

Tax and Financial Advisor