Milton & Sharon F.

We have worked with our advisor for over 20 years. He has been a calming influence during the market’s ups and downs, providing wise counsel and educating us on the value of a long-term management perspective. His guidance in making wise financial decisions has enabled us to support various ministries, individuals in need, and plan for a lasting legacy to further God’s work internationally. His goal has been to help us focus on the things that matter most to us, and to accomplish our desire to be faithful stewards of the resources God has entrusted to us.