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Our Story

Our Story

A Harvest Point occurs when you realize the fruits of your labor. Whether it’s your life’s work culminating in successful retirement, a disciplined savings approach that allows for your child or grandchild to attend their dream school or faithful stewardship that creates a lasting legacy, we serve as your professional advisors, empowering and equipping you to pursue your next Harvest Point.

What’s your next Harvest Point and how can we help you get there? 

Pictured: one of our clients, Dan, on safari in Australia.

Our Mission

Our Mission

To serve as your professional advisors, empowering and equipping you to best steward your time, talents and treasures.   

Our Values

Our Values

Servant Leadership Always put the client first

Transparency Honesty and integrity in all dealings

Empathy Listen in order to understand, then serve

Excellence Growth mindset with unrivaled work ethic and customized expertise

Generosity It is better to give than to receive

We strive to live out these values each day as we serve you. 

Our Vision

Our Vision

To see your legacy of financial independence and uncommon generosity result in a healthy, growing family and local community.