As part of Cetera Financial Group, we’re committed to providing personalized wealth management services tailored specifically to you and your family. Our depth of investment and planning knowledge allows us to simplify your financial life while guiding you toward integrated wealth management and retirement solutions.
Guiding Principles
My focus is to offer a Biblical worldview as a foundation in the financial planning process by providing practical ways to integrate God’s Word when making financial decisions.
Financial planning and life planning go hand in hand. The Bible includes over 2,000 verses relating to money and money management and I believe it divulges wisdom and a sound foundation in the financial planning process. If it offers guidance about a particular financial topic then I trust that is the best wisdom. My intention is not to push my convictions on anyone but do believe the Bible is the inspired word of God that He has given to communicate truth and serve as a guide.
Depending on your needs and wants, it might be that we address only a particular area such as investment management, education planning, life insurance, long-term care insurance, etc. or develop a full financial plan. I welcome inquiries from prospective clients to see if our services may be a fit for your needs.
The above "About Us" tab above includes information about how I work and, if interested, includes information on how Biblical principles apply to finances. If that is an area you have interest in, please click on the "BRI" (Biblically Responsible Investing) and “Biblical Application” tabs.
Cost
I do not charge for meetings and will always disclose our method of compensation so there are no surprises.