Funny ben on stage

Build a Legacy of Significance

Life is too short to steward it poorly. My passion is holistically equipping those who care about stewardship, wealth management, and generational legacy planning. 


What Drives Me

My Purpose

To serve God and mankind through financial advising.

My Vision

For every family in our community to have access to tailored financial resources.

My Mission

To inspire economic influencers to empower the masses with financial stewardship.

Our Core Values

Prompting: We engage clients with insightful questions to spark confident financial decisions.

Proverbs 20:5 (ESV): “The purpose in a man’s heart is like deep water, but a man of understanding will draw it out.”
We ask questions designed to help clients recognize their goals.
 James 1:5 (ESV): “If any of you lacks wisdom, let him ask God, who gives generously to all without reproach, and it will be given him.”
We seek out wisdom to guide clients confidently. Proverbs 15:22 (ESV): “Without counsel plans fail, but with many advisers they succeed.”
We emphasize thoughtful engagement for successful decision-making.


Perspective: We tailor strategies to clients’ unique goals, values and circumstances.

Romans 12:2 (ESV): “Do not be conformed to this world, but be transformed by the renewal of your mind.”
We craft strategies aligned with unique, value-driven goals.
 1 Corinthians 12:4 (ESV): “Now there are varieties of gifts, but the same Spirit.”
 We embrace diverse circumstances and individuality. (Diversity does not have to mean division) Philippians 2:4 (ESV): “Let each of you look not only to his own interests, but also to the interests of others.”
We prioritze clients’ unique needs and values.


Catalytic: We inspire innovation and change among financial professionals, redefining how people are loved.

Isaiah 43:19 (ESV): “Behold, I am doing a new thing; now it springs forth, do you not perceive it?”
We strive to inspire innovation and continue redefining industry standards.
 John 13:34 (ESV): “A new commandment I give to you, that you love one another: just as I have loved you, you also are to love one another.”
 We define compassionate service as an act of love.

2 Corinthians 5:17 (ESV): “Therefore, if anyone is in Christ, he is a new creation. The old has passed away; behold, the new has come.”
We work towards transforming industry practices with fresh, loving approaches.


Liberating: We transform clients’ lives through stewardship, empowering financial freedom.

John 8:36 (ESV): “So if the Son sets you free, you will be free indeed.”
There is freedom achieved through transformative stewardship.
 Galatians 5:1 (ESV): “For freedom Christ has set us free; stand firm therefore, and do not submit again to a yoke of slavery.”
We empower (and equip) clients to live free from financial burdens. Luke 16:10 (ESV): “One who is faithful in a very little is also faithful in much.” Faithful stewardship leads to life-changing results. (changed from life-changing empowerment)

Core Value

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Profitability

"You must gain control over your money or the lack of it will forever control you." – Dave Ramsey

Core Values

Inspiring

We ask questions designed to help clients recognize their goals. - Proverbs 20:5

Perspective

We craft custom strategies aligned with unique, value-driven goals. - Romans 12:2

Catalytic

We inspire industry best practices through love and innovation. - 
2 Corinthians 5:17

Liberating

We transform clients’ lives through stewardship, empowering financial freedom. - Galatians 5:1

Stewardship

We teach through accountability, responsibility and long-term planning - 1 Peter 4:10

Our Core Values

Prompting: We engage clients with insightful questions to spark confident financial decisions.

Proverbs 20:5 (ESV): “The purpose in a man’s heart is like deep water, but a man of understanding will draw it out.”
We ask questions designed to help clients recognize their goals.
 James 1:5 (ESV): “If any of you lacks wisdom, let him ask God, who gives generously to all without reproach, and it will be given him.”
We seek out wisdom to guide clients confidently. Proverbs 15:22 (ESV): “Without counsel plans fail, but with many advisers they succeed.”
We emphasize thoughtful engagement for successful decision-making.

Perspective: We tailor strategies to clients’ unique goals, values and circumstances.

Romans 12:2 (ESV): “Do not be conformed to this world, but be transformed by the renewal of your mind.”
We craft strategies aligned with unique, value-driven goals.
 1 Corinthians 12:4 (ESV): “Now there are varieties of gifts, but the same Spirit.”
 We embrace diverse circumstances and individuality. (Diversity does not have to mean division) Philippians 2:4 (ESV): “Let each of you look not only to his own interests, but also to the interests of others.”
We prioritize clients’ unique needs and values.


Catalytic: We inspire innovation and change among financial professionals, redefining how people are loved.

Isaiah 43:19 (ESV): “Behold, I am doing a new thing; now it springs forth, do you not perceive it?”
We strive to inspire innovation and continue redefining industry standards.
 John 13:34 (ESV): “A new commandment I give to you, that you love one another: just as I have loved you, you also are to love one another.”
 We define compassionate service as an act of love.

2 Corinthians 5:17 (ESV): “Therefore, if anyone is in Christ, he is a new creation. The old has passed away; behold, the new has come.”
We work towards transforming industry practices with fresh, loving approaches.


Liberating: We transform clients’ lives through stewardship, empowering financial freedom.

John 8:36 (ESV): “So if the Son sets you free, you will be free indeed.”
There is freedom achieved through transformative stewardship.
 Galatians 5:1 (ESV): “For freedom Christ has set us free; stand firm therefore, and do not submit again to a yoke of slavery.”
We empower (and equip) clients to live free from financial burdens. Luke 16:10 (ESV): “One who is faithful in a very little is also faithful in much.” Faithful stewardship leads to life-changing results. (changed from life-changing empowerment)

Our Core Values

Core Value

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Core Value

Lorem ipsum dolor sit amet consectetur adipisicing elit. Quam repellendus, ut voluptatem similique laborum, porro beatae cum accusantium quisquam animi est aut tempora.

Core Value

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We all have a purpose. Here's mine...

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Frequently Asked Questions

You’ll have a co-pilot that guides you step-by-step to grow your wealth and meet your goals, plus personal introductions and a community to connect with the right people.

We will schedule meetings that align with your specific needs and adjust the time frame as desired. Each situation is unique and is treated with tailored care.

Just as a patient gets a second opinion when considering a medical diagnosis, a client is helped by a financial advisor when they receive a second opinion on their financial outlook.

You’re not alone—we're here to support you! After joining, you’ll get access to a community for sharing wins and asking questions, plus personal introductions to help you connect with the right people. You can also reach out to us directly with any questions.

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