4949 Southfork Drive
Lakeland, FL 33813

Phone:

  • 863-647-3562

Fax:

  • 863-607-9129

MISSION

To provide financial counsel & education with purpose. Our passion is to help clients achieve all of their financial goals so they may ultimately be a greater blessing to others. (1 Timothy 6:17-18)

Meet our team

PROCESS

We use a holistic, needs based approach to identify how our team can best serve you, your family, and your business.

What to expect

VALUES

We do our best each day to SHINE!.... Serve Others, Honor God, Improve Continually, Navigate by Values, Earn Referrals & Recommendations.

How we SHINE in the community
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck