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ABOUT US

OUR VISION

Make a change in our world by helping clients and the people in our community become free to develop purpose, live generously, bless others, and make a difference in their lives and the causes they love. It starts with a strategy for wealth.

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“Be honest. Be fair. Do good work.”

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Daniel (Dan) Joss
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“Most people find and work with advisors in their life that they can connect with based on similar goals or values, interests, or just feeling comfortable and at ease and trusting that person. Wealth management with clients is about the relationship and I’m honored to serve our clients in this important way.”

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Katherine Brown
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“I view money differently, as a resource that God has given me that I need to be a better steward over. If I am a better steward, I can continue to help more people and be a blessing to others.”

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Michelle Robinson

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