All are welcome!


I mostly work with families who are in that fragile decade before retirement in which a financial shock would delay or prevent them from achieving their goals, hopes and aspirations.

Using my distinct “What Color is Your Money?” process, I will show you, in simple terms, the strengths and weaknesses of your current financial plan.  I then partner with you to tailor a prudent financial strategy focused on minimizing risk and providing retirement income.

I believe if you first place your trust in God then couple that with a comprehensive retirement plan, you can enjoy your wealth and honor God as a good steward of the gifts we have received.

Get started today by requesting an appointment or taking a few minutes to learn your Risk Number.

The name of the Lord is a strong tower; the righteous man runs into it and is safe.
Proverbs 18:10 (ESV)