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Meet Our Team

  • Nathan Keller

    Nathan Keller
    President/Financial Advisor

    Nathan was born and raised in the small town of Dover, PA. He earned his bachelor's degree from York College of Pennsylvania and proudly served for four years in the Air Force Reserves. In 2008 he married his beautiful wife Lindsay. They have one son, Jacob, and currently reside in Manchester, Pennsylvania. Nathan enjoys hunting, fishing and the outdoors in his spare time. Since the beginning of his career, Nathan has been dedicated to helping families and small businesses navigate their financial journey to fulfill their life's purpose, reach their financial goals, and practice outrageous generosity along the way.

    Series 6, 63, 26, 65 Licensed
    Life and Health Insurance Licensed
  • Josiah Williams

    Josiah Williams
    Financial Advisor

    Josiah grew up in the small town of Canton, IL. He earned his associates degree at Spoon River College in Canton, then transferred to North Central University in Minneapolis, MN where he completed a bachelor's in Business Administration. He met his best friend and now beautiful wife, Sierra at North Central while playing tennis. They got married in 2020 and Sierra is originally from Wellsville, PA. They now have one daughter, Adelyn and currently live in Dover, PA. Josiah and Sierra both serve as youth leaders at Dover Assembly of God. In his free time, Josiah enjoys being outside with his wife and daughter, riding his motorcycle and playing tennis. Since the beginning of his career Josiah has been dedicated to partnering with people and small businesses to simplify personal finance so they can live out their God given purpose and dreams.

    Series 6, 63, 65, 26 Licensed
    Life Insurance Licensed
  • Kin Moroney

    Kin Moroney
    Financial Representative

    Kin was born and raised on Kent Island, Maryland, and earned his bachelor's degree from York College of Pennsylvania. He now lives in the Tampa Bay area of Florida with his girlfriend, Kayla. Outside of work, Kin enjoys playing music, staying active, paddle boarding, and hunting for shark teeth along Florida's Gulf Coast.

    Kin believes financial planning shouldn't feel complicated or out of reach. His mission is to make it more approachable, actionable, and aligned with real life, helping individuals and families better understand their finances, build confidence in the decisions they make, and create a clear path toward the goals that matter most to them.

    Series 6, 63 Licensed
    Life and Health Insurance Licensed
  • Josh Shappel

    Josh Shappell
    Financial Advisor

    Josh spent his childhood and early adult years in Pennsylvania. He currently lives in Winter Haven, Florida. He graduated with a bachelor's degree from Shippensburg University, majoring in finance with a concentration in personal financial planning. Over the years, he worked in various corporate roles and as a consultant. Throughout his adult life, he's had a passion for investing and helping people make good financial decisions. Outside of work, he enjoys spending time with his wife and two children. He also loves to travel and garden. Josh looks forward to partnering with you to achieve your financial goals!

    Series 6, 63, 65 Licensed
    Life Insurance Licensed

Admin Staff

  • Angie Gibson

    Angie Gibson

    Office Manager

Planning Process

  1. Information Gathering

    We want to get to know you. We'll gather information to understand where you stand, your goals and dreams, and what is important to you. With this information we'll develop a roadmap to make those goals a reality.

  2. Implementing Solutions

    Here we will put the plan into action, implementing strategies and disciplines that will move you toward your goals and objectives and help you make a financial impact on the world around you.

  3. Staying On Track

    Through consistent communication, strategic adjustments, and regular reviews we will make sure you remain on the path to your goals and provide peace of mind during times of change and market fluctuation.

Mission, Vision, and Values

  • Mission

    To guide families and business owners to financial abundance and prosperity, grounded in Biblical principles, where they have more than enough resources to fulfill their specific purpose in life while practicing outrageous generosity.

  • Vision

    Millions of financially prosperous individuals, families, and businesses inspired to fulfill their life's purpose and impact the world through outrageous generosity.

  • Values

    • Financial Stewardship

      We focus on Biblical wisdom and principles that are fundamental in financial success and prosperity. We integrate them into your personal story to meet your specific purpose and goals.

    • Outrageous Generosity

      We help you impact the people, purposes and causes that you care about in your community and around the world.

    • Integrity

      We create trust by always doing what is right and remaining focused on your specific purpose and goals.

    • Personal Relationships

      We grow and foster each relationship through consistent communication, service, and taking the time to dream along with you.