1. I believe we should be good stewards of our income and the wealth we accumulate. Being faithful in even the smallest budget can build a foundation for blessing others in a way that can been seen for generations to come.

2. I believe life is meant to be lived in community with others, so the most important aspect of this business is the relationship that grows with my clients.  

3.  I believe that when love and care is shown to others we can impact them positively in every aspect of life.

4. I believe in adaptability. In my 10 years of Active Naval Service, I have been through cross country, and international household moves, deployments, and all of life's ups and downs. Life is not one-size-fits-all and neither is financial planning. There is a need for planning at every stage of life, and change of direction.