Our Credentials

Steve is a CERTIFIED FINANCIAL PLANNER™ Professional and David passed the CFP® Exam as well. David will hold the Designation in 2021 after gaining the required 2 years of experience. Steve is studying for the Certified Kingdom Advisor® Designation to be even better equipped to serve those individuals in our community who are seeking a healthy balance between generosity and stewardship. Steve and David are also LPL Investment Advisory Representatives. Jan has been serving clients since 1982, has her Bachelor’s in Business Finance, and is currently our Client Relationship Specialist.  These credentials equip our team to pursue our God-given passion: helping people align their core Beliefs, Investments, critical Goals, and Giving strategies through financial planning.​

We are currently licensed for Securities in the following states: OH, FL, IA, IN, NY, PA, SC, TN​

We are currently licensed for Insurance in the following states: OH, FL, IA, IN, PA, SC, TN 

We are currently licensed for Advisory business in the following states: OH