Broker Check

Beyond Sherpa

August 29, 2017

Our desire to help people extends beyond helping clients with their personal finances.  Because we believe that people are blessed in order that they may be a blessing to others, we choose to give to a variety of organizations through our finances, time and talents.  

When we meet with clients, we really enjoy learning about ways that they are also giving back to organizations and communities where they live.  We are excited when we discover a client is purposeful about donating money or time to help their local or global community.

Please visit Beyond Sherpa on our web-site for an overview of many wonderful organizations, both locally and globally, that we are excited about helping.  Take a look and while you are at it, send us an email and let us know where and how you are blessing others!