A Little About Me
My passion is to champion stewardship for the community. God began to constantly present me with hard scriptures that challenge us as Christians to maximize our kingdom impact with the resources with which we have been entrusted. I realized that my money had been invested in companies that despise the cross and are in active opposition to my heart for ministry, and I acknowledged that it was my responsibility to have it fixed.
The book of Proverbs is rich with the wisdom of planning. At Envoy we believe that it is vital to develop a strategic financial plan that aligns with your worldview, achieves your goals, and serves the Kingdom.
I am honored to serve the community of faith by coming alongside you and your family to develop a clear roadmap that builds toward your financial goals. Whether you are beginning your financial journey, or you are reading this thinking that there is probably some catching up to do, I would love to have a conversation with you.
To schedule a meeting with me, start by selecting a date and time from my calendar on the left-hand side.
Common Actions
Schedule a Meeting
Whether you just want to connect or you want to start or review a financial plan, you can use my scheduler to help block off time with me.
Help Center
Need help or want to figure something out? Try our help center! It’s filled with articles by topic and additional ways to get support.
Rollovers
Use a form to start a rollover. Once filled out, our team will help you process it.
Schwab Login
Retirement Login
Right Capital Login
Use this login to get to your financial plan inside of Right Capital.
About Biblically Responsible Investing
Ownership in a stock or fund doesn’t mean you have to compromise on your beliefs and convictions. Our arrangement of investment models uses a screening process to filter out unfavorable stocks that conflict with our biblical worldview. The best part is that it doesn’t mean you have to miss the mark on your returns either.
About our investment approach
Often, the investments we help oversee for our clients play a significant role in their life savings. We don’t take this lightly. With Investment Management at the core of what we do, we take care to provide a service that manages the assets and portfolios responsibly. For this, we partner with our sister company, Harvest Investment Services. We encourage everyone to spend time reading through their Investment Philosophy, which outlines their core management approach.
What is Tactical Investing?
Harvest Investment Services provides investment models that are tactically traded. This allows for your portfolio to stay flexible and react to market conditions. More importantly, tactical management helps reduce risk and may improve your gains–even with market volatility.
About our Financial Planning
When it comes to delivering the right investment advice, a good financial plan provides instructions for achieving your financial objectives. Building a comprehensive plan with your advisor is like having a GPS for your road trip. You may know where you want to go, but it’s helpful to know the best way to get there. At Envoy, we use state-of-the-art financial planning software to help you build and maintain a plan, including a convenient portal for you to interact with!
I’m ready when you are!
Let’s start a conversation.