493 South Trade Street
We went into the financial business with one purpose in mind: to help those who are struggling to find the financial guidance they need, and in doing so, becoming active stewards of God’s blessings.
We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
It is our commitment to develop our relationship and play a key role in helping our clients achieve their personal and financial goals. Clients often seek our advice on financial matters that go beyond the scope of their investment...
LPL Financial Advisor
For more than 30 years Steve has worked in the financial services industry. His passion is his work and helping his clients plan for and enjoy their retirement. He is dedicated to working with his clients to help them meet their...
Katheryn previously worked as a registered client associate and as a Financial Advisor with Wells Fargo Advisors alongside Michael Ashworth, CFP® and Steve Collie, CFP®. As a Financial Advisor, she helps clients set up...
Director of Client Relations
With nearly 20 years of experience in brokerage operations, Lisa brings to the team a diverse array of administrative talents. Lisa manages all operational service needs for clients. She assists them with new account openings, account...