The Wealth Transfer

Are you one of the few who sense that God is shifting the financial landscape?

I specialize in serving Christian investors who, like the sons of Issachar, understand the times — and recognize that this moment calls for a different kind of advisor. Someone who is spiritually attuned, professionally grounded, and unafraid to acknowledge the shift happening all around us.

I integrate prophetic insight with sound financial planning, helping you safeguard and grow your wealth for what lies ahead. My approach is rooted in biblical wisdom — from diversifying into gold, silver, and alternative assets, to applying time-tested strategies of stewardship, giving, and tax efficiency.

I understand that wealth has a purpose beyond itself. Whether you’re stewarding $5 million or $50 million, I can help you make decisions prayerfully and wisely, aligning your portfolio with what God is doing in this season.

As the wealth transfer accelerates, the goal isn’t just prosperity. It’s Kingdom impact.

A Faith-Guided Framework

If you’ve sensed we’re entering a season of financial realignment — a time when resources are being repositioned for a greater purpose — you’re not alone.

I believe we are living through a transition to a new financial system. Those who see it clearly and act with discernment may be positioned to flourish. Those who ignore it, or rely on conventional advice alone, risk being left behind. This window, often referred to as the “wealth transfer,” requires a different mindset — one rooted in stewardship, not speculation.

I don’t believe in one-size-fits-all advice. Especially not now.

My role is to support your convictions with wise counsel, a biblical perspective, and a clear, professional strategy.

Whether your increase came through crypto, inheritance, or business success, you’re likely asking deeper questions:

• How do I position this wisely in light of what’s ahead?

• How can I protect my family while sowing into Kingdom purposes?

• Who can help me align what I’m holding with what I believe?
  

What I Help With

I work with individuals and families who believe they’ve been entrusted with wealth for a reason — and want to steward it with clarity, conviction, and purpose.

Strategic Positioning
I help clients navigate uncertain markets with wisdom rather than fear, including gold, silver, real estate, stocks, bonds, and cryptocurrency. I build portfolios that are both aligned and resilient.

Legacy Planning
Steward wealth in a way that blesses your family and invests in the future — not just financially, but spiritually and relationally.

Kingdom Impact
If generosity is part of your calling, I’ll help you give with intention — using donor-advised funds, trusts, and other tools that maximize impact while minimizing tax burden.

Clarity in Decision-Making
Many clients know what they believe, but not how to act on it. I help bridge the gap between spiritual conviction and strategic execution.

Questions We Can Navigate Together

• How do I position assets to withstand what’s coming?

• How can I give boldly while still protecting my family?

• Are there smarter ways to manage taxes, risk, and legacy?

• What’s the right balance between preservation and Kingdom generosity?

• How do I avoid the pitfalls that cause many to quickly lose newly acquired wealth?

Why Work with a Professional

Sudden increases in wealth bring both opportunity and complexity. Without wise counsel, fortunes can be lost to poor advice, unnecessary risk, or preventable taxes.

As a Certified Financial Planner®, I help ensure your resources are:

• Protected wisely to preserve capital

• Grown strategically to multiply over time

• Given generously to create lasting impact

  
  

A Kingdom-Minded Approach

I believe wealth is more than financial capital — it’s a tool for family legacy, Kingdom advancement, and purposeful living.

My role is to help clients:

• Provide security and freedom for their families

• Leave a legacy for future generations

• Fuel ministries, missions, and causes that align with their values

“A good person leaves an inheritance for their children’s children.” — Proverbs 13:22

Let's Steward Something Bigger

My personal mission is to help Kingdom-minded clients steward and donate over $100 million to ministries and causes that reflect their values.

Many of my clients are Christians who feel called to use their wealth for something greater. Others simply want to give wisely, protect their families, and live with deeper purpose. You don’t have to share my faith to become a client — only a desire to align your finances with what matters most.

If you’ve sensed that God is doing something with your finances — and you’re looking for an advisor who shares your perspective — I’d be glad to connect.

👉 Click here to schedule a no-obligation meeting.

Whether we meet in person or begin with a quick call, this is a space where conviction and strategy come together.

This is a photo of me as I attended the 2025 XRP conference, a project I first began researching in 2017.

Talking about sound money with Lynette Zang

I did a deep dive on Bitcoin in 2017 and continued learning as much as I could. I first attended a Bitcoin conference in 2019 to strengthen my understanding of crypto currencies. This photo is of me at the annual Bitcoin conference in 2025