Faith-Driven Financial Planning and Investment Management.

Expert financial advice that helps you invest in your future, without compromising your values.

R
Wise stewardship
R
Invest with purpose
R
Honor your faith

Chances are, you’re unknowingly investing in companies that don’t align with your values.

A significant number of companies in the S&P 500 have ties to the abortion industry, promoting anti-family values, tobacco, and even pornography. 

Your values shape your actions at work, at home, your relationships, and beyond. Have you considered how those values influence your financial decisions and their impact on the world?

“So, whether you eat or drink, or whatever you do, do all to the glory of God.”

1 Corinthians 10:31 (ESV)

I’ll help you manage your wealth without compromising your values.

Wise stewardship

All of your resources, including your wealth, are a gift from God. He has asked you to manage it wisely; I’d love to help.

Honor your faith

Support causes and values that matter to you, while avoiding investments that conflict with biblically-based values.

Investing with purpose

Faith-driven investments are a blessing to your family, have a positive impact on society and bring glory to God.

Leave a legacy

Your legacy is more than the inheritance you leave behind. Now you can manage your wealth while staying committed to your values.

Solutions & investments

I offer a wide variety of services to help my clients reach their financial goals, including:

Investment Management

Whether you are looking to save for retirement, fund a child or grandchild’s education, or save up the down payment for a house, a well-designed and managed portfolio is a key ingredient to reaching your goal.

Retirement Income Planning

I can help you determine how much you need to retire comfortably and then help you make the most of your employer-sponsored retirement plans and IRAs to meet that goal. I manage assets before and during retirement.

Insurance Planning

As a comprehensive financial planner, I understand the value of preparing for the unexpected, along with mitigating potential risks, through insurance.

Estate Planning

This is a core part of any comprehensive financial plan. Whether you have no documents in place or just need an update to your existing plan, I can help guide you in the right direction.

Education Planning

Providing for your child or grandchild’s education is a noble goal. The value of obtaining a college degree without a mountain of student loan debt cannot be overstated.

I’m a faith-driven investor too!

As a Certified Kingdom Advisor (CKA®), I have a passion to help people be good stewards of all the Lord has entrusted to them. I do this through faith-based financial planning and investment management.

Become a wise steward of your resources in 4 simple steps

Imagine a world where your faith and financial goals are harmoniously intertwined. With my expertise, your investments will mirror your beliefs and contribute to lasting, purpose-driven wealth.

01

Schedule a call
Lock in a time to discuss your goals and current portfolio.

02

Analyze your portfolio

I’ll examine your investments and pinpoint opportunities for alignment.

03

Create a custom plan

Together, we’ll create a faith-driven investment roadmap tailored to your needs.

04

Become a faith-driven investor

Invest in your future while honoring your values and beliefs.

Frequently asked questions

What is faith-based investing?

It is an approach to investing that takes into account your deeply held beliefs and values.

What are the components of faith-based investing?

Faith-based investing typically involves choosing to not own companies that do not align with your values (AVOID), seeking to own companies that do align with your values (EMBRACE), and engaging with companies to advocate for positive change (ENGAGE).

Why faith-based investing?

“The form of property we own and the degree of personalism in our markets matter. It is not enough for Christian and other religious investors to simply profit from their investments without considering what those investments contribute to the world and how they shape human values.”  G.K. Chesterton

Do you have any investment minimums?
No. I’m privileged to serve clients of all account sizes.

Download:
The Good Steward Checklist

This self-assessment will help guide you towards a basic financial plan. Please let me know if I can be of any help.
First name(Required)
Last name(Required)