If living at the intersection of faith and finance is important, we have the platform for you. As an Ameriprise Certified Kingdom Advisor CKA ® practice in Central Ohio, our passion is to help people live their 'best life' through biblical financial wisdom and values-based investing. Although return on investment is important to us, we are also focused on helping you get a great return on life. Everything we do at our firm is inspired by the following four values:

· Growth mission – We are on mission moving forward, never stagnant.

· We do what it takes, and we do it right – We are detailed problem solvers who get things done with character and integrity.

· Lead Well – We are leaders; we show up to serve and to participate in a bigger purpose.

· Golden relationships – We strive to go above and beyond expectations.


Our advisors

Michael J Perez, Private Wealth Advisor serving the Columbus, OH area - Ameriprise Advisors

Michael J Perez

CFP®, CAP®, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Michael J Perez
Trevor Downing, Financial Advisor serving the Columbus, OH area - Ameriprise Advisors

Trevor Downing

CFP®, APMA®

Financial Advisor

Learn more about Trevor Downing

Our team

Brittany Wagner

Brittany Wagner

Operations Director