Mission:
Our mission is to guide our clients in managing their time, talent, and treasure received from God. We achieve this through comprehensive financial planning. Which empowers our clients to attain financial freedom and cheerfully give to others.
Vision:
Integrate the gospel into our client’s financial plan
Organization - We are here to assist you in organizing and managing your financial life.
Accountability - Our support will help you stay committed to your financial goals.
Objectivity - We will provide objective insights to help you make rational decisions regarding important financial matters, avoiding emotional influences.
Proactivity - We will work on anticipating key life transitions to ensure you are financially prepared.
Education - We will present you with the specific knowledge you need to succeed in your financial journey.
Partnership - We will work together to manage your time, talents, and treasures.
Be Humble
Extreme Ownership
Help Others
Act Now
Vigilance
Integrity
Oscar Mike
Remember Him
Value Proposition:
business Values:
About Kevin:
Kevin's life is a testament to his unwavering dedication and resilience, a commitment deeply rooted in his service. His work, strength, and everything he does is dedicated to Jesus, the crucified and resurrected King, as he acknowledges the daily challenges and the gift of salvation he has received through Jesus's death and resurrection on the cross.
Kevin's journey, born and raised in the Philippines, is a unique narrative that resonates with many. Drawing strength from his Filipino work ethic and radical hospitality, he takes pride in being a bridge for fellow immigrants. His work ethic and client service are deeply ingrained in him through his immigrant background, a connection that he values and cherishes.
Kevin served in the United States Army for over 13 years, including three deployments to Afghanistan supporting Operation Enduring Freedom, Operation Resolute Support, and Operation Freedom Sentinel. His roles as a Recruiter, Drill Sergeant, and Instructor for the Alaska Army National Guard have instilled discipline and patriotism in him, enriching his approach to leadership and service in the financial sector.
Transitioning from military to civilian life, Kevin became a financial advisor for Edward Jones. In his financial services career, he utilizes a proven, technology-backed process to make a meaningful difference in the lives of families within his community. He prioritizes understanding each client's unique story and demystifying the investment world in relatable terms. Kevin's academic journey includes graduating from the University of Alaska Anchorage with a leadership degree, actively pursuing designations like Chartered Financial Client and Certified Financial Planner, and working towards a Master's Degree in Financial Planning.
Kevin's passion for photography and cinematography is a testament to his multi-faceted personality. He captures moments in beautiful frames, blending his military dedication, financial expertise, cultural diversity, and a keen eye for visual storytelling. Through his lens, Kevin tells compelling stories, preserving memories, and highlighting the beauty of everyday life, a reflection of his deep-rooted values and love for his craft.
Family is paramount to Kevin. Parenting his son, Frank, and daughter, Max, with his wife, Melissa, is a beautiful journey that profoundly shapes his values and approach to life. Quality time with his family is cherished and integral to his core values, reinforcing the importance of love, support, and togetherness. Kevin believes that the bonds within his family are a source of strength and inspiration, guiding his professional and personal endeavors.
Grateful for the support and guidance he has received throughout his journey, Kevin aspires to give back and enhance the lives of those within his sphere of influence. He believes in the collective strength to rise, prevail, and overcome obstacles together. He is honored and pleased to guide, partner, and connect with his clients.