An Intentional Difference

What makes us different from other financial advising firms?

  • A committed leader who has intelligence, integrity, a true respect for people, and a passion for his vocation

  • Team members who support each other, recognize each other's strengths, and work together to best serve our clients

  • A committment to know our clients personally and support them in pursuing all of their life's goals

  • Thoughtful but standardized service so that no client is overlooked

  • Dependable, quality service even when the market is fickle

  • Immediate response to a client's needs

  • Dependence on word-of-mouth advertising from clients who want their loved ones to be treated as they are - with respect and compassion; no paid advertising, sales pitches or mass marketing

  • A variety of events for clients only (and their guests) that address their financial needs as well as their personal wellbeing

  • An increase in communication when the market causes concern; small-group luncheons or coffee hours, emailed bulletins and white papers, conference calls, and forums

  • A true interest in people who have the same hopes and concerns that we do

  • Weekly staff meetings that begin and end in prayer and an on-going list of clients who ask for our prayers

  • LPL Financial Chairman's Club since June 2015 (Top 6% of LPL's ~14,000 advisors nationwide based on annual production)

  • PEAK Practice of The Year 2009 (for "significantly enhanced" client service and "outstanding business growth")