Aaron is a follower of Jesus motivated to encourage the Body of Christ in aligning their whole person to Jesus Christ. He hopes a biblical foundation around the area of financial stewardship will encourage people deeper in their discipleship with Jesus and launch a new wave of Kingdom impact. Aaron served on Young Life staff for 8 years, as a local Area Director and later as a Regional Initiatives Coordinator and ministry coach. He spent a year conducting business development for a Business as Mission tech start-up before earning his Series 65 and entering the world of financial services.

Aaron and his wife Kelsie have two young children and hold loyal to their Sunday homemade pizza tradition. Along with finance and financial planning, Aaron loves fancy coffee, cooking for his family, and time spent in community.

Ben finished his bachelor’s degree at Roberts Wesleyan College in Spring 2021. During the last two years of his college career, he developed an interest in personal finance and found out that he enjoyed helping his college friends build budgets and think through their finances. Shortly after that, he got a Financial Coach Certification through Ramsey Solutions and over a year of experience working as a Financial Para-planner at a Firm based out of upstate New York. After reading the Steward Investor he began to get excited not only in helping people reach their financial goals but also helping them manage the resources God has given them in a way that brings honor to God.

Ben now works as a Associate Financial Advisor at the Firm and he is excited to help people to connect their faith convictions to the management of God’s money.

Ben loves spending time in God’s creation and as of 2021 is an accomplished “Adirondack 46er.” He seeks to continue finding larger mountains to hike each year alongside his work and continual exploration of this beautiful world God has created for us.

Those that know Joseph best describe him as detail oriented, genuinely relational, and a creative problem solver. With a background of more than 10 years in accounting, both public and private, the combination of his skills and talents allows him to “see the forest through the trees, while efficiently cutting down the trees that make the best path forward.”

Joseph is active in the community, having served on various board and committee positions in nonprofit, church, and municipal capacities. Joseph is Married to his wife, Anna, and has two beautiful daughters. They are passionate about serving others and dreaming up ways to have an impact on the world. When they aren’t playing worship music together, they are often found hiking a mountain or enjoying other outdoor activities. Joseph has recently acquired an enthusiasm for Pickleball and will invite you to play if the topic is ever brought up.

Luke spent the previous decade working in Real Estate and Sales Operations with a global insurance broker and his passion for personal finance began many years before.

Described as someone who could make friends with anybody, Luke loves cultivating relationships and serving individuals in the areas of their lives that appear the most daunting. He believes that laughter is truly the best medicine, and that no conversation should be spent without sharing joy together. Although a native of Upstate New York, Luke and his wife of 8 years, Emmi, now live with their two kids and Golden Retriever in Greenville, South Carolina. Outside of his passion for business and finance, Luke also enjoys history, reading, cinema, and finding hidden treasures at garage sales.

Don has over thirty years of experience building and managing a boutique investment firm in upstate New York that he founded in 1988. A CFP® Professional with a degree in counseling and post graduate training as a portfolio asset allocation specialist, Don fuses professional portfolio strategy with investor psychology and behavior to provide a well-informed perspective on our role as Christian steward-investors.  With nearly a quarter billion dollars of assets under management, his firm consistently ranks among the top 1% of financial advisor practices in the United States. 

Being a fiduciary of his clients’ assets has enlightened Don’s understanding of our role as God’s “oikonomos”—His designated asset managers.  Additionally, Don believes that business itself is an incarnational witness, much like the ministry of Young Life through which Don began his own personal relationship with Christ and with which Don has been involved as staff, volunteer, and committee chair for over four decades.  

While serving as chief operations officer for a London-based Christian economic development fund,  Don observed firsthand the great chasm between societies where capital is hoarded in abundance compared to locations where it is in short supply and desperately needed to fulfill God’s redemptive plan. Don was responsible for coordinating a global management team that deployed dozens of mentors and coaches and financial capital to transformational businesses across more than twenty countries and among the most impoverished communities in the world. Furthermore, as he has traveled extensively both personally and professionally to dozens of frontier market countries since 2003, he’s gained an awareness of the physical and spiritual poverty that are too often met with ignorance and apathy of American Christians regarding their plight. 

Don’s passion for meeting these needs through the expansion of business as mission, as well as being a long-time steward of his clients’ assets, has led him to not only help his clients prepare for retirement, manage their wealth, and consider charitable giving, but also to help investors match their investment decisions to God’s purposes.  

Don has been married to Amy since 1989. Their home is a hub of activity for their four children and a steady stream of guests. In addition to family, Don’s passions include flying an antique (1948) seaplane, cooking pizza in his wood-fired pizza oven, and serving as a board member for numerous charities.