"Providing professional investment services and financial advice with a Christian worldview. Honoring God in our actions, words and deeds; helping you focus on the goals most important to you."

Cornerstone Christian Wealth Management focuses on uncovering and understanding the needs and opportunities of our clients. We center on biblical stewardship principles and professional investment advice.

At our initial meeting, we will review your current holdings and budget, or help to initiate a budget. We assist in designing a road map toward these goals. Goals may be retirement, college funding, investments, real estate purchases, legacy or charitable gifting, or other financial plans of great importance to you.

We will monitor your progress in our reporting system and review the results at our meetings. We recommend quarterly meetings the first year and bi-annually going forward. You are free to request any additional meetings or reviews as needed, and your account information is available to you at all times on your mobile device though LPL's AccountView online or via the AccountView mobile app (Apple App Store or Google Play Store).

Our financial advisors love to help navigate the intersection of community and money. With our team at your back, you'll be able to live a life full of fun, passion, and purpose while giving back to those who need it most.