At Fidelis Financial, I focus on more than just managing your money – I focus on aligning your financial decisions with your values and long-term goals.

Unlike some advisors who offer one-size-fits-all solutions, I take the time to provide personalized, in-depth planning for individuals, families, and business owners.

My approach emphasizes ethical investing, thoughtful stewardship, and comprehensive planning that covers all aspects of your financial life.

Our first meeting is a casual, no-obligation conversation designed to understand your financial goals, concerns, and questions. We’ll discuss:

• Your current financial situation and key priorities

• What’s important to you when it comes to money and investing

• How I approach financial planning and investment management

• Whether we’re a good fit to work together

This meeting typically lasts one hour, and you’ll leave with a clearer understanding of your next steps. Feel free to book a time that works for you. Schedule a Meeting.

For your convenience, we can meet in the comfort of your own home, at your office, in a private conference room, or through a video call.

Yes, many of my clients came from a previous advisor, and it's easy to switch.

Ask them and find out.

Unfortunately, many advisors aren’t educated on ethical investing, even advisors who work for Christian aligned companies. They will often give answers like, “that doesn’t matter,” or “sure I am” without showing you what specific companies they invest in.

If you’d like to find out, I can show you an “ethical audit” of your investments to ensure you’re investing in the types of companies you want to support.

I’m still happy to work with you, but I won’t compromise my investment approach. With the partnership of Inspire Advisors, my investment approach is designed to perform similarly to comparable non-screened strategies with similar risk levels. Reach out and I’ll show you the data so you can see for yourself.

Yes, I am required by law to make recommendations that are in your best interest.