Broker Check

Advising

The Master's Manifesto<sup>TM</sup>

The Master's ManifestoTM

Guidance and advice for Pastors and Churches

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The Doctor's Diagnosis

The Doctor's Diagnosis

Guidance and advice for medical and dental practitioners

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The Intentional Wealth Path

The Intentional Wealth Path

Guidance and advice for those on a path of intention

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Client Centered

Our business is built on a foundation of thoughtful client relationships.

Our advisors and team members hold
advanced degrees and designations
including but not limited to:


AIF®       - Accredited Investment Fiduciary®
MRFC®  - Master Registered Financial Consultant
RFC®     - Registered Financial Consultant
CFP®     - CERTIFIED FINANCIAL PLANNER™
RP®       - Registered ParaPlanner
CPA        - Certified Public Accountant

ChFC®   - Chartered Financial Consultant®
CLU®     - Chartered Life Underwriter®
MBA       - Masters in Business Administration
AAMS®  - Accredited Asset Management Specialist‚Ą†
LUTCF® - Life Underwriter’s Training Council Fellow‚Ą†
ACS®     - Associate, Customer Service™


and

+150 YEARS OF COMBINED FINANCIAL EXPERIENCE

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