Our Credentials

Jan began serving clients since 1982, has her Bachelor’s in Business Finance, and is currently our Client Relationship Specialist. Steve has been serving clients since 1991, earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2019 and the Certified Kingdom Advisor® (CKA®) designation in 2020.  David earned both designations in 2021 and has been serving clients since 2019.


We expanded our credentials because we are passionate about helping people manage their wealth and resources according to Biblical principles and live generous lives.


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