Seek the wise, iron sharpens iron.

We Work Best With Those Who Believe What We Believe

Faith

Family

Fitness

Finances

Faith is the center of our lives. Life comes with challenges. With Faith and Wisdom we are able to overcome

Our Faith is our comfort and our compass. Faith guides, comforts us, and heals us.

With faith comes being charitable with our time and our money. We've found that giving of oneself comes back ten fold.

Family is everything. Spending time with my boys is the most cherished prize of my life. When my sons' were born I knew this was exactly what my God given purpose in life was supposed to be.

I'm grateful to my clients that share the same belief, together is how we grow stronger in every area of our life.

We believe wealth is in our relationships, and often our friends become our family.

Fellowship creates stability so that when we face the inevitable challenges in life we have each other to lean on.

We're sport enthusiasts here with a healthy dos of competitiveness. We often push our limits to challenge our body and our minds.

Strength and perseverance leads to a healthier outlook on life and in business. Fitness within the family builds a stronger family. I'm grateful for the many opportunities I've been given.

I love to support youth in many ways, through scouting and coaching sports.

You don't have to know everything about finances, we will walk along side of you and provide transparency and share in our wisdom and knowledge. Being conscientious about spending, saving, and growing our money leads to good stewardship.

Saving a minimum of 15% is a necessity, and when you work with us we'll find even more money that is leaking away from your life and bring those dollars back to you for your enjoyment today, and for you to save and grow.

Let's Get Intentional

In an ideal world, there would be no

taxes, inflation, fees, market downturns, interest on debt, lawsuits, sickness, injury, premature death, job loss, pandemics, catastrophes, or bankruptcy.

We help you minimize the impact of, or eliminate these losses, from your life.

Melissa is committed to empowering families with clear, strategic financial guidance—rooted in education, integrity, and long-term vision—so they can avoid costly mistakes, protect what matters most, and confidently build a lasting legacy.

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