Have you ever considered whether your investments align with your values? Let’s talk.

Through my life, I have come to understand the true purpose of life is to love your neighbor as yourself. I do this in many ways in my life, family, church and community.

It’s interesting to me that in the investment choices we make we can embrace our responsibility and opportunities as company owners. This helps us pursue and serve the common good by investing in companies that create value for the world.

My clients come to me with very important questions such as:
"Can I live the life I want and feel secure?”
"Will I run out of money?”
And lately, “do my investments align with my values?”

We have a simple, established process where I find out from your stories,
- How did you arrive at your perspective on money?
- Are you getting the best life possible from the money that you have?
- Are you prepared for all of life’s big transitions?
- If you could effect change in the world with your investments, what would that look like for you?

By sharing your stories with me, I love that together, we can make a difference in your life and in the world.

As a lifelong learner, having earned my CERTIFIED FINANCIAL PLANNING™ certification. My clients count on me to be constantly in front of the information and issues that will help guide them to make the best decisions for their financial future. Therefore, we partner with clients CPAs, attorneys and families to assure accurate and thorough advice.

We give back to our community donating time, energy and resources through charitable and educational events.

In my office you will meet:
Natalie Splinter, sr. branch office administrator. She is a Navy veteran married to a Navy diver with three girls. She has a finance degree from Penn State and the expertise to navigate the myriad of documents needed for clients' transitions.
Stacy Binley, branch office administrator. She is a Navy wife with three children, ages middle school to college. She has over 16 years' experience serving clients.
As for me? My husband, Jerry (pastor/missionary), and I have been married over 35 years. We are both Gulf War Veterans and have four children and four grandchildren.

Most importantly, how about you? Why not call and tell me your story? I’d love to see if there is a path that we can take together to get you to your life financial goals.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

My Personal Interests

  • History and Museums
  • Movies & Entertainment
  • Spending Time with Family
  • Traveling
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 09:30AM - 04:00PM
Tue 09:30AM - 04:00PM
Wed 09:30AM - 04:00PM
Thu 09:30AM - 04:00PM
Fri 09:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More