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About Us
I’m a prophet of Jesus Christ, the world's Lord and Savior. Currently, I have no Mrs. wife or kids. She’s out there somewhere! I enjoy exercising my Second Amendment rights at the gun range, staying active, and traveling. Growing up as the youngest of three, I saw my parents concerned with finances as they tried to juggle competing priorities, like planning for their children’s education and their own retirement. As a kid, I didn’t know what kind of financial advice I could offer to help them.
That’s why I’m in the financial services industry today. My passion is to serve people as their trusted advisor by collaborating to provide personalized financial advice that alleviates money concerns. Before starting my wealth management business, Wise Wealth Stewardship, I maintained that same mindset while working at Charles Schwab. I was privileged to serve over 300 families like yours, managing more than $650 million in assets. Today, my team and I work together to serve young families, individuals nearing retirement, and those who have already crossed the finish line.
We’re thrilled to connect with you!
Amber Bowen
As Director of Client Services, Amber is committed to delivering an exceptional client experience while ensuring operational excellence. With 12 years of experience in the financial industry, Amber leads the client service team in building strong relationships, streamlining processes, and enhancing service delivery. Passionate about client advocacy, Amber will ensure that every interaction reflects the firm’s commitment to personalized, high-quality service.
Rebecca Sink
Rebecca is an Associate Director and Funding Specialist at our firm. Throughout her years in the financial services industry, she has successfully developed and maintained relationships with her clients by providing them with personalized service. Her responsibilities also include client onboarding and facilitating new account openings. Rebecca earned a Bachelor of Computer Science degree from Liberty University.
Testimonials
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Lanna White
Costumer
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Drew Carlyle
Client Review
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Charlie McMann
Client Review
What sets us apart?
We focus on our clients than what they can do for us monetarily.
Proverbs 28:18-22 KJV come to mind.
We specialize in creating a sustainable, tax-efficient income stream and addressing major pitfalls in retirement, such as long-term care and sequence of return risk.
As your trusted advisor, we will work together to design a bulletproof retirement plan. Scroll below to schedule a complimentary consultation.
Our Process
Step 1: Meet & Greet
You will know if we are the best fit
Step 2: Learn & Analyze
Let’s discuss how we may serve YOU
Step 3: Commit & Plan
Start our relationship & design your bulletproof financial plan
Step 4: Implement & Monitor
Begin to see the fruit of our relationship!
Our Services
01 Life Insurance Planning
02 Cash Flow Management
03 Financial Planning
04 Education Planning
01 Retirement Planning
02 Long-Term Care Planning
03 Estate Planning
04 Tax Planning
Frequently Asked Questions
What type of people do you work with?
We work well with Christians and those who have done a great job squirreling away and don’t want to spend time managing their investments in retirement. They prefer spending quality time with their grandchildren, traveling, or doing something they are passionate about! We also work with do-it-yourself and/or fee-averse investors who seek professional guidance; we charge $300/hour for our services.
