We’re committed to ongoing growth and learning so we can best serve our clients’ needs. Your confidence and financial independence is important to us, so we’ve acquired additional education that helps us provide relevant, reliable advice.
Certified Financial Planner™
As CFP®s, we’ve taken part in extensive coursework, training, and examination regarding financial planning and ethical standards. CERTIFIED FINANCIAL PLANNER™ professionals possess insight about a wide range of concepts such as retirement planning, tax planning, estate planning and more, and we’re committed to serving your best interest above all else.
Certified Kingdom Advisor®
As CKA®s, we’ve been trained in biblical financial principles that support and reflect many of our clients’ Christian values. We know how important it can be to have an advisor who understands and shares your beliefs, and our goal is to provide reliable, practical advice backed by wisdom from the Word of God.
