Advisor profile


My approach

As a Christian financial advisor, I specialize in faith-based financial planning and advice. I'll draw on my knowledge, experience and biblical principles to help you address the issues important to you and your family. Whether you want to provide for your loved ones, support causes you care about, or save for the future, I can help you plan for your goals.

Areas of focus

  • Christian Financial Strategies
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Cash Flow Management Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CKA® Certified Kingdom Advisor®

Interests

Public Speaking

Writing

Missions & Travel

Homeschooling

Running

Leading Worship

Community participation

I lead the Faith-Driven Investor group for Financial Advisors and the CFAN network of Advisors who want to learn more about having a positive impact in their investing through values-alignment.

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2016, 2019