^{About Me}
Guide | Teacher| Coach

Wisdom before Strategy

I built this practice on the belief that successful financial planning requires more than knowledge of products, investments, or strategies.

It requires wisdom—and the humility to continually seek guidance from trusted teachers, mentors, and coaches.

Our clients know we've walked many of the same paths they are traveling. They trust that the principles and strategies we recommend are not merely theories we teach, but practices we endeavor to apply in our own lives.

As fiduciaries, we are ethically and legally committed to placing our clients' interests first. We believe advice carries greater weight when it is grounded in personal conviction, real-world experience, and a commitment to practice what we preach.

We don't simply offer financial strategies. We seek to provide wise counsel, faithful stewardship, and guidance for the journey ahead.

Built on Principles That Put You First

The way I work isn't accidental — it's the result of clearly defined principles that guide every decision I make on your behalf.

My Mission

I exist to partner, empower and protect families.

My Vision

That people we work with live grace-filled, authentic and intentional lives. That lives around us would be blessed and better because we know peace, love and joy.

My Core Values

Transparency, accountability, and intellectual rigor are at the center of everything I do. Curiosity, discovery, and connection with others gives me immense joy and satisfaction.

^{Meet Me}
The Professional Behind Your Strategy

Get to know the background, credentials, and philosophy that drive the work I do every day.

Brendon Jenks

Owner/President

Cate Jenks

Ready to Plug the Holes in Your Financial Bucket?

Let's explore opportunities to find the money you could be unknowingly and unnecessarily transferring, improve the look of your financial future, while never changing your current lifestyle.

Schedule a Conversation

About MeGuide | Teacher| Coach