About Our Practice

What makes us different from other financial advising firms?

• Committed advisors who have intelligence, integrity, a true respect for people, and a passion for their vocation
• Team members who support each other, recognize each other’s strengths, and work together to best serve our clients
• A commitment to know our clients personally and support them in pursuing their life 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, newsletters, 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”)