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Our Process

The PROVIDENCE FORMula Focuses on Three Defined Steps

The PROVIDENCE FORMula Focuses on Three Defined Steps


  • Is there a good FIT between us? 
  • What is important to you? 


  • A planning strategy customized for you.


  • Our proprietary process on your behalf.
  • A strategy rooted in principles.
  • Use best-in-class financial solutions.

Get more than just financial advice

Get financial advice that incorporates biblical principles.

For many of my clients there is an interest in learning more about how to integrate their faith with their finances in such a way that not only are their financial needs pursued but they can further advance the Kingdom of God.

There are over 2,300 references to money in the bible. Many of which are based upon practical principles which have stood the test of time and can be applied to personal finances.

A good place to start when considering integrating your faith and finances is the recognition all that we have belongs to God.

“The earth is the LORD’s and all that is in it…” Psalm 24 NIV

Simply acknowledging this can cause you to think differently about how you approach your finances.

Get someone that cares

When it comes to your financial future, you should have someone who is more than “just a guy” or a 1-800 number you call occasionally.

In addition to providing sound advice for my clients, there are many of them I consider friends and I know them beyond just what is in their portfolio. Taking the time to listen and knowing what is happening in their lives is a critically important part of the financial planning process.

Get someone you can trust

I am a fiduciary and I will always act in your best interest. To the extent that I am providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an RSF investment advisory program (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, I am acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.

When making recommendations I know I must answer to God, to you the client and to myself.

I take that obligation seriously and I believe it is reflected in my work.