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4949 Southfork Drive Lakeland, FL 33813


  • 863-647-3562


  • 863-607-9129


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

What to expect


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


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 their families and community. (1 Timothy 6:17-18)

Meet our team