Meet the Thomsons, Degens, Lewises, and

I have worked with a variety of individuals and families, each of whom brings their own unique set of goals, challenges, and aspirations. Here are a few examples of clients I serve, or people similar to them, who would be a great fit for the services I offer:

The Thomsons:

A young couple in their 30s with two young children. They’re committed to paying off their student loans and building a strong financial future for their family. They value faith and want to make sure their financial decisions reflect their beliefs.

The Degens:

Empty-nesters who are focused on planning for a secure retirement. They’ve worked hard over the years to pay off their debt and now want to invest wisely for their future, ensuring they leave a lasting legacy for their children.

The Lewises:

A small business-owning couple in their 40s. They’re building wealth for their future while ensuring they are giving generously to causes close to their hearts. They want to ensure that their business is a blessing to others, and they’re looking for a financial plan that reflects this.

The Adkisons, Noxons, and Others:

Clients who are focused on making the most of their income to build wealth, save for their children’s education, and strengthen their faith. They value a financial coach who can help them stay disciplined in their financial habits while supporting their spiritual growth.