What Services Are You Looking For?

You know that putting the right insurance and retirement strategy in place is important for you, your family and your business. But with everything else you’ve got on your plate, it can be difficult to dedicate the time to understanding your options and making the right decisions.

That’s why choosing the right company to help you is so important. We want you to know that our family is here to help you with decades of experience and knowledge, along with personal attention to your unique goals.

Your financial well-being is our focus. As a father/daughter team, we will help you understand your options, weigh your choices, inform you about possible credits, and simplify the process for you.

Robert (Bob) Wernecke found his passion for helping people with benefits and insurance choices back in 1968 and has since helped hundreds of people understand and make the best choices for themselves, their families and businesses.

I am a General Contractor with a passion to build one’s faith, community and heart for the Lord, while we build a building. If we are to be great stewards of our facilities, they should be financially sustainable beyond gifts.

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Dr. Jonathan Roe is the Founder and CEO of the not-for-profit, Venture 1:9.  Jonathan has local church leadership experience, and led the Mission Increase Foundation in AZ for 12 years, a ministry to strengthen Christian non-profit organizations.  Jonathan’s coaching areas of expertise include personal and organizational leadership, fundraising and income stream development, messaging, boards, and strategic planning.  In addition to leading Venture 1:9, Jonathan teaches at the CCV Leadership Institute, serves as a board leadership and governance Coach through City Gate Network, and is a coach and mentor for various community leaders.

Email Jonathan here for a free 30-minute get-to-know-you meeting!

Over his 46+ year career, Robert Erven Brown has focused his law practice in real estate, commercial transactions and charitable organizations.  He has represented clients in commercial and real estate transactions, ongoing business transactions, with particular expertise in church and para-church ministries and in medical real estate transactions.  Through his nonprofit work over the last 15 years, he  represents secular and faith-based nonprofit entities, including churches, synagogues, temples, denominations, Christian schools, rescue missions, a seminary, an adoption agency, prison transition ministries, human services organizations, health-related charities, and other faith-based entities.

Working closely with his nonprofit clients, Bob is a frequent seminar speaker and a trusted advisor to executive leaders, board members and committees in the identification of risks and  implementation of appropriate protections for key assets of the organization.  He counsels boards and leadership teams on multi-site church development, church mergers, board governance, campus development and construction, entity planning services, real estate asset protection, insurance coverage and other aspects of ongoing operations.

After years of extensive involvement in the nonprofit sector, Bob developed a comprehensive program to guide nonprofit operations.

The Campus Preservation Planning™ program protects critical assets of faith-based ministries and secular charities against uninsurable, under-insured, and uninsured unjust claims, while simultaneously improving overall risk management and stewardship performance.  This program has been adopted by nonprofit organizations across the country.

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Mortgage Loan Advisor with over 30 years of experience and expertise in residential financing. As a Branch Manager of a national lender, we offer solutions ranging from first time homebuyers to mortgage planning for retirement, and everything in between.