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4949 Southfork Drive Lakeland, FL 33813


  • 863-647-3562


  • 863-607-9129


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


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

What to expect