About My Firm

I started my firm in September of 2006 as an independent, fee only investment advisory firm. I chose this path from day one for one reason and one reason only. To better serve my clients by building long term relationships built on trust and the understanding of my client's needs, goals and dreams. Because I am not under pressure to meet sales goals or quotas, I am free to focus on what is important to you and your family.......YOU & YOUR FAMILY.

I offer a wide selection of services that are tailor made to your unique set of circumstances and adjusted over time as you move from one stage of life to the next. My services range from continuously managed investment accounts to comprehensive financial plans that include planning for retirement, education, insurance, tax planning and estate planning. See below for my complete list of services and products.

Discretionary and non-discretionary investment account management including Traditional and Roth IRAs, 401k and other retirement plan rollovers, taxable trading accounts and Coverdell education savings accounts
Comprehensive financial planning
Modular financial planning (for example, retirement planning only)
Life insurance sales
Annuity sales
Budget and debt counseling using Biblical principles
Pre-marital financial counseling (a great wedding gift...)
Post-marital financial counseling (to help couples get on the same page financially...)
Pre-college financial counseling(a great graduation gift that will last a lifetime...)