well established and here for you
The Team
service with a smile
Meet Our People
Our team consists of experienced financial professionals who share a passion for both finance and faith. We understand the importance of trust in this relationship, and we’re committed to earning and maintaining your trust every step of the way.
We invite you to get to know us better and discover how our personal journeys of faith have shaped our approach to financial planning.
The Partners
ERIC KABLER, CKA®
Founding Partner - CEO
Dan Shaffer
Founding Partner - Director of Client Relations
David Wilhelm
Founding Partner - Director of Marketing
What People Say About Us
Client Testimonials
“I have relied on Eric for both personal and business financial decisions. His services have helped make sure my financial choices are consistent with my value. I appreciate the guidance he offers in aligning my financial decisions with my faith."
Erik B.Business Owner 
“I appreciate Eric's approach. He provides a range of recommendations, answers questions, and offers support, all while leaving the final decision up to me.”
Colt M.Attorney 
“Eric has been a great resource in helping me and my family align our financial decisions with our Christian values. I'm grateful for his support in aligning our financial goals with our faith.”
Andrew T.Pastor 
