4500 North Prospect Road, Suite 200, Peoria Heights, IL 61616

309-691-9600

Your Dreams + Our Strategies

We tie your vision to our proven financial strategies, bringing your dreams closer every day. Let’s make it happen together.

Our Process

Wealth Beyond Money

We believe true wealth goes beyond financial assets. That’s why we’re here to help you achieve a life that’s balanced, fulfilling, & truly rich in every sense.

Our Services

Building Trust & Confidence

We create lasting relationships that are built on trust to help you lead a purposeful life. Guided by our Christian values, we prioritize your needs every step of the way, ensuring you always come first.

Who We Are

Helping You Achieve Financial Wholeness

True financial wholeness means confidence in every part of your financial life – from investments to retirement, insurance to estate planning. We can help you connect the dots, so everything works together. Let's build your roadmap together.

Our Mission

Our practice creates lasting relationships built on trust to assist you in leading a life of purpose.

Meet Our Team

Schedule a Consultation

Contact Us Today

Get the financial guidance you’re looking for by talking with one of our financial advisors. We would love to meet you!

1 Timothy 6:17-19 

“Instruct those who are rich in this present world not to be conceited or to fix their hope on the uncertainty of riches, but on God, who richly supplies us with all things to enjoy. Instruct them to do good, to be rich in good works, to be generous and ready to share, storing up for themselves the treasure of a good foundation for the future, so that they may take hold of that which is life indeed”.

Peoria Office

Peoria Office

4500 North Prospect Road, Suite 200
Peoria Heights, IL 61616

Forsyth Office

Forsyth Office

332 W. Marion Avenue, Suite N1

Forsyth, IL 62535

Springfield Office

Springfield Office

983 Clocktower Drive, Suite C

Springfield, IL 62704