Our Philosophy

Authentic Relationships 

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.  As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations you chose to adopt and monitor your progress.

Expertise

Because there are many factors that may change in your life or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate, social security and other laws in order to provide you with the best financial advice for your situation.

Christian Stewardship

Gerald deeply loves and is passionate about serving God, his family, and his clients.  He is devoted to counselling, serving, protecting, and helping his clients and views it as an exceptional honor and privilege to do so.

"In everything I showed you that by working hard in this manner you must help the weak and remember the words of the Lord Jesus, that He Himself said, 'It is more blessed to give than to receive.'" ~  Acts 20:35