Team profile

Our approach

We help guide our clients toward the freedom that financial strength and contentment can bring. As Christian financial advisors with deeply held values and beliefs, our work and desire to serve our clients is rooted in the clarity and timeless wisdom found in Biblical principles.

We work together with our clients to explore the values, priorities and concerns reflected in their financial objectives. We focus on removing the stress and confusion that often comes with financial decision-making to provide clear guidance toward those objectives and toward a stronger financial position.

Areas of focus

  • Christian Financial Strategies
  • Retirement Planning Strategies
  • Charitable Giving

Community participation

  • Bags of Love: Our team donated supplies, hosted donation barrels, and wrapped gifts to include in hand-crafted bags that are provided to local children in need.
  • Food for Lane County: Our team prepped food in the kitchen, harvested vegetables from the gardens, and hosted food barrels here in the office. Our most recent food drive donation weighted in at 274 pounds, the equivalent of approximately 216 meals.
  • Opportunity Village Eugene: Our team painted two low cost tiny houses for new residents.