Our Credentials

Jan has been 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 passed the CFP® Exam in 2019 and the CKA® Exam in 2020 as well. David will hold both designations in 2021 after gaining the required 2 years of experience. We expanded our credentials to be even better equipped to serve those individuals in our community who are seeking a healthy balance of wisely managing their wealth and resources while living generous lives.

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