Our Values

Our core values (below) determine our approach and perspective in the advice we give. 


Trustworthy – We operate our firm with integrity and honesty. We develop this trust by doing what is right for our clients and acting in a fiduciary capacity.


Sincere – We strive to be very attentive and responsive to client requests and engage with an elevated level of personalized service. We care about the outcomes of our clients plans.


Values-basedOur values, which are biblically based, form the basis for how we have built our business and the foundation for helping others with accountability, stewardship, generosity, and contentment.


Knowledgeable – We chose the owl as our symbol to illustrate wisdom. This comes through a combination of experience, longevity, credentials, and understanding through proper planning. We are diligent in our approach with you and strive to be good listeners.