We encourage you to have a free, no-obligation financial conversation with a trusted adviser. We have found that most of the time, just sitting down for a financial conversation with a trusted adviser (and your spouse or adult children or others who are involved) is very illuminating. Action steps become clear.
Things that need to be updated or rectified are brought to light. The conversation often brings peace and even hope because you can finally see the 'big picture.' There is nothing magic about this, but I believe there is something spiritual that happens. Back in 2011, we wrote in our newsletter: 'Remember, the enemy builds strongholds in secrecy and enforces them by silence.
Things that need to be updated or rectified are brought to light. The conversation often brings peace and even hope because you can finally see the 'big picture.' There is nothing magic about this, but I believe there is something spiritual that happens. Back in 2011, we wrote in our newsletter: 'Remember, the enemy builds strongholds in secrecy and enforces them by silence.
Services
No particular strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up. You have financial goals and objectives, and we can help you get there! Whether you are investing to build wealth, protect your family, or prepare for retirement, our personalized service focuses your needs, wants, and long-term goals.
Kathi Dunlap has contracted with Faith Investment Services as our Business Consultant since 2008. In this role, she is involved with various projects including client development, marketing, social media, office systems & processes, and research. Kathi is married to Vern and has four children - Danielle, Bekah, Caleb, and Susannah.
She is working as an Office Assistant in our downtown office where she answers phones, welcomes clients, maintains records, and provides general administrative and clerical support. Renea is married to Brent and has two children - Caity and Bryan. She and her family attend Ebenezer Mennonite Church in Bluffton.
Lynda Rodabaugh has worked at Faith Investment Services since 2011. As Administrative Assistant, she is involved with technology assistance, client communication, and assisting with mailings. Her attention to detail is vital to our work. Lynda is married to Steve and has three children - Tiffany, Ethan, and Isaac - and has been homeschooling for about 15 years.
Reviews (1)
Rosemary Good
Sep 13, 2021
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Truly a wonderful local Bluffton financial business. Gary is genuine in his efforts to help those who don't understand investing and give honest personal insight for each client. Kathy and Orrie are just as kind and helpful. In fact, we know a few more ladies that have worked for Faith Investment and they're all truthful and friendly. Watch for special seminars offered locally.
