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Clear Sound Direction

With investing and planning, there is so much conflicting information. We simplify the information to provide a clear sound direction that aligns your finances with your faith. Our proven system supplies you with the confidence, joy, and peace you are looking for as we pursue your God-given dreams together. This is more than just enhancing your wealth; it is about enhancing your life, your relationships, and your legacy. 

For over 25 years people have put their trust in me and my financial advice because of who I am.  Working to be the best in my profession is what differentiates me! For it is not pride that motivates me, it is knowing that I am fulfilling my calling: “Whatever you do, work at it with all your heart, as working for the Lord, not for human masters" (Colossians 3:23, NIV). As a result, very few financial advisors have reached my level of experience and commitment to learning as reflected in the number of designations I have earned along with the licenses I hold:

  • Certified Financial Planner® (the standard of excellence in financial planning)
  • Certified Divorce Financial Analyst®
  • Certified Kingdom Advisor®
  • Certified College Funding Specialist® and
  • Licenses I hold to practice in the field of investments, insurance, and mortgages.

You can believe in my recommendations, because I am free from the pressures of product pushing that many advisors face when they work for an insurance company or investment firm. I work for you and I am paid mainly by you or the investments my team manages for you. Even though this my practice, I am independent, I use part of my revenue to pay for the support of an award-winning large national advisory firm.  This ensures your investments receive the constant monitoring and research they deserve.  We work together for you to accomplish your financial dreams.  

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Dave Ramsey

Dave Ramsey

“Dave and his team are vital to us. Together, we are part of a movement to teach people how to 'live like no one else, so that later they can live and give like no one else.’”
-Dustin LaPorte

Vetted by the team at Ramsey Solutions (recommended by Dave Ramsey), Dustin is one of their chosen SmartVestor® Pros and has taught Dave Ramsey's principles throughout his career.

While commuting to college in the early 1990s, Dustin discovered Larry Burkett's radio show "Money Matters", which inspired him to begin his career in financial planning, with an emphasis on Biblical financial principles. Eventually, God placed in his heart the desire to write a book called Biblical Strategies to Financial Freedom.  Through marketing his book, Dustin discovered Dave Ramsey had written a similar book called Financial Peace. Instead of competing, Dustin began facilitating life change in others through Dave's Financial Peace University.  Even though Dave (9/3/1960) and Dustin (9/1/1970) are 10 years apart, they both were strongly influenced by the Bible, Larry Burkett, and Ron Blue.

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Ron Blue

Ron Blue

"Ron Blue was instrumental in influencing Dave Ramsey and myself. Ron Blue along with Larry Burkett founded the Certified Kingdom Advisor professional designation to integrate faith and advice to the highest credentialed level."
-Dustin LaPorte, CKA®   

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Chris Hogan

Chris Hogan

"Just like two-time #1 national best-selling author and dynamic speaker Chris Hogan, we want to help everyday people become everyday millionaires."
-Dustin LaPorte

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity.
We believe values matter, and we live by ours every day.

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Sound Financial Strategies For Today's Markets

Sound Financial Strategies For Today's Markets

We can help take the mystery out of planning for the future. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs for today and for many years to come. We look forward to working with you.

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Your Road-Map To Endless Horizons

Your Road-Map To Endless Horizons

Today's economic environment presents many challenges, but these challenges also present opportunities and rewards for those who can identify long-term trends. 

Whether you're preparing for retirement or looking to better understand certain investment ideas we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same thing as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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