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Our Promise

We believe everyone can benefit from timeless, biblically-based financial principles. Combined with individualized content and leading edge technology, we provide an insightful and easy-to-use system for mastering the principles that help build a level path toward financial freedom and sound investment management.


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Download Our App

We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.


Amanda Lenox

Senior Branch Systems Administrator 

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Mark Riefer

President, Senior Financial Advisor

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Jo Ann Davidson

Executive Administrative Assistant 

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