107 Cass Street, Suite D,
We welcome you to discover and experience meaningful success with our services.
Our mission with Christian Family Financial is to be your trusted advisor as you work to honor God with your finances and pursue the desires that God is producing in you.
No one strategy fits everyone, which is why we give you our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient and meaningful methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
We would love to serve you in the following areas:
Many companies profit from or financially support activities that violate the values and convictions of Christian investors. Many Christian investors are unknowingly invested in these companies. I help people make investment choices to meet their long term financial objectives while aligning their investments with their faith convictions.
As a Certified Kingdom Advisor® my approach to financial planning advice is rooted in the belief that Biblical principles transcend time, economics, tax laws, political structures, and language. Through these principles I am convinced we can identify how to write a meaningful story with our lives and use our finances to support a meaningful life, not become our life. This is the essence of the tagline, “Making Money Meaningful”.
As a financial advisor I specialize in helping clients align their investment choices and strategies with their faith values and convictions through Biblically Responsible Investing (BRI). Through BRI we utilize investments that best reflect Kingdom activities. Under the umbrella of BRI, I strive for the best returns based on your individual risk tolerance, needs, and objectives.
If these core values are meaningful to you and are what you are looking for from a financial planner and financial advisor, please click on the 'Schedule a Meeting' button above or call 231.642.8001 to schedule a complimentary consultation. I look forward to hearing from you!
Entered the Financial Planning industry: 2003
Became a Tax Preparer: 2003
Financial Counselor Training through Dave Ramsey’s organization: 2008
Certified Financial Planner™: 2012
Certified Kingdom Advisor®: 2016
G.A. Repple Planned Giving Consultant: 2018
Board of Elders at West Side Community Church in Traverse City, MI: 2007-2009
Volunteer “Manage Your Money” class instructor and Financial Mentor with Love Thy Neighbor Grand Traverse: 2015-present
Frequent guest on “Breaking Free”, a weekly Christian financial talk radio program on WLJN Traverse City: 2009-2015
I married my wife Nicole in 2003. We are both native Northern Michiganders. We have two daughters and three sons and live just outside of Traverse City, Michigan. We have been members of West Side Community Church in Traverse City since 2004.