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ABOUT US

OUR VISION

We strive to change our world by helping clients and the people in our community find the freedom to develop purpose, live generously, bless others, and make a difference in their lives and the causes they love.

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“Pursue your priorities, purpose, and dreams. That is how you connect money to your life and values.”

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Daniel (Dan) Joss
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“Wealth management with clients is about the fiduciary relationship.”

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Katherine Brown
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I view money as a resource that God has given to be a good steward over. Good stewards can help people and be a blessing to others.”

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Michelle Robinson