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 provide you with personalized financial guidance that will equip you to best steward your time, talent, and treasure as you live out your purpose up to, and through, retirement. 

Our Values 

Our Values 

   Servant Leadership: You—the client—are always first.

   Transparency: Expect honesty and integrity in everything we do.

   Empathy: We listen to you in order to understand, and then we serve.

   Excellence: Our strong work ethic, vast experience and customized knowledge are individually applied to your unique circumstances.

   Faith-filled Generosity: It permeates everything we do, including giving back to those in need here in our community and the communities of our clients around the country. It is better to give than to receive.  

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

Our Vision

Our Vision

To help you turn the fruits of your labor into retirement with a purpose, allowing you to leave a legacy consisting of more than money.