Founder

Jeremy is passionate about worlds of faith and finance. He has been in the financial planning world for over 13 years, has a bachelor’s degree in finance, and the Chartered Financial Consultant (ChFC®) professional designation. On a personal level, Jeremy and his family of 5 currently live in Gilbert, Arizona. Jeremy and his wife Grace, have 2 boys (Ezra and Abe) and 1 girl (Hope). Their family is active in their local church. Jeremy and Grace are passionate about the foster care crisis in Arizona and love to support organizations that bring awareness to how people can love and support underserved adults and kids in their local community. Jeremy has a love/hate relationship with golf. It is the by far the most fun you can have with friends, but the reality will be lucky if he ever breaks 80. He loves the New England Patriots, Boston Celtics and the Phoenix Suns. Mostly, though, he just likes being with people.

Financial Planner & Tax Professional

Houston loves educating families and business owners on how to optimize their financial life, especially in the area of taxes. He has 8 years of industry experience and earned the tax professional designation as an Enrolled Agent (EA). He has spent time with some of nation’s largest financial firms, including Fidelity Investments and Edelman Financial Engines. Houston is an Arizona native and alumni of Arizona Christian University. He is married to Kristen and they have two boys, Giovanni and Henry. Houston and Kristen are also passionate about foster care and adoption, having fostered 3 placements. Houston enjoys time outdoors, playing with his kids, and rooting on Arizona sports teams.