Meet the professionals who can help you

Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Our Mission:

To serve God by helping others with financial and spiritual guidance. Educating those who are receptive to use their God-given talents, health and financial resources for God's purpose. To pray daily for wisdom, knowledge and understanding in managing our clients' portfolios so they may have an abundant life full of joy.

Jay Professional

Jay Detlefs

Founder, Retirement Planner

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Philip Detlefs

Retirement Planner

Nick Professional

Nick A. Edwards, CFP®

Retirement Planner

Nate Professional

Nathan Edwards, CFA, CFP®

Retirement Planner

Chad Professional

Chad Detlefs

Retirement Planner

Nick R. Professional

Nick M. Riscigno

Retirement Planner

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Ann Detlefs

Retirement Planner

dana professional

Dana Brehm

Retirement Planner/ Advisor Support Staff

Art professional

Art Livingston

Retirement Planner

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Amelia Edwards

Retirement Planner

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Mike Steele

Retirement Planner

Kelly

Kelly Lueckert

Advisor Support Staff

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Paul Mahla

Marketing Director

Joy

Joy Forbess

Advisor Support Staff

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Ready to take

The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 904.731.9955