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 Detlefs
Founder, Retirement Planner

Philip Detlefs
Retirement Planner

Nick A. Edwards, CFP®
Retirement Planner

Nathan Edwards, CFA, CFP®
Retirement Planner

Chad Detlefs
Retirement Planner

Nick M. Riscigno
Retirement Planner

Ann Detlefs
Retirement Planner

Mike Steele
Retirement Planner

Art Livingston
Retirement Planner

Amelia Edwards
Retirement Planner

Dana Brehm
Retirement Planner/ Advisor Support

Paul Mahla
Marketing Director

Kelly Lueckert
Advisor Support Staff

Joy Forbess
Advisor Support Staff

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.