We believe in the 3 Fs:

Faith, Family, & Finance

Our mission is to help as many people as possible reach their financial goals, not just have unmet dreams. We want to help people plan for the future and be prepared for anything good or bad.

Meet the Team

  • Daija Bettis

    CEO

  • Danielle Upshaw-Barnes

    ADVISOR

  • Kindria Owens

    ADVISOR

  • Michael Jette

    ADVISOR

  • Talisha Dennis

    ADVISOR

  • Emryn Nadine

    CLIENT RELATIONS SPECIALIST

  • Ezran Nadir

    HEAD OF SECURITY