Pam & Richard B.

“Working with Johnathan for the past four years has been a great help as we navigated through several things including optimizing our future giving through a donor advised fund, retirement and estate planning, transferring assets for professional management, and financial advisement to other family members. This all occurred during a time when we were dealing with a lot of change in our lives including death of parents and market volatility. Johnathan was always highly proactive and responsive to many requests for additional information or explanation of alternatives. He always made the time to understand our situation, provide understandable explanations, and brought wisdom to enable timely decision making. Johnathan’s wise counsel and biblical perspective have been extremely valuable as we transitioned our investments to his team to manage. We are confident to face upcoming years with Johnathan at our side.”