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