Business Address: 785 Dover Rd. NE PO Box 765 Sugarcreek, Ohio 44681
Business Phone: 3308527800
Covenant Financial Advisors (CFA) is a faith based independent financial advisory firm. We help people organize the individual pieces of their financial life into a clear picture. Special consideration is given to integrating our client’s faith values into many of the recommendations that we make.
•What first inspired you to get into your line of work? And what motivates you to do the work you do still today?
We love helping bring organization and confidence to our client’s financial lives. When people first come to us, they often have many different investment accounts, insurance policies, and various other financial instruments that have been acquired at various times of their life- often in a reactive way and without coordination with other areas of their financial life. We help our clients see how the decisions they make in one area of their financial life can and often does impact other areas of their financial life and strive to help them view their financial life in a more coordinated way so that these instruments are working together efficiently. When people first come to us, they often have a lot of “stuff”. Rarely do they have a “plan”. We guide our clients through the process of developing a clear, coordinated plan for themselves and their loved ones.
•How did you come to faith in Christ?
I was blessed to be raised in a Christian home where I was introduced to Christ at the age of 12.
•How does your faith impact the way you do business?
My faith impacts my work because I realize that finances present an opportunity to both meet our temporal needs as well as an opportunity to have an eternal impact. I have always seen my profession as a calling. I have been a financial advisor for more than 30 years. I began when I was 16 in a support capacity in a financial services office, obtained my license at age 18, and it is literally all that I have ever done on a full-time basis. It has been said that if you find something that you love to do, you will never have to work a day in your life. I was blessed to find my calling at a very young age, and I love what I do in developing relationships with and serving our clients along with my wonderful support team.