Broker Check


Hanh Nguyen

"Working with Proverbs Financial has changed my life. As cliche as it sounds, I never knew how to properly save/invest money other than going to your typical bank and talking to the representative. However, I never had the sense of security because every time I called in or visited the branch it would always be someone new helping me. I continuously had to reintroduce who I am, reinform what I'm here for, and what I'm trying to achieve. With Proverbs Financial I never had to do that again. The team and I have been working together for years and I'm happy to say our conversations are always picked up from our last meeting. It is definitely a great feeling knowing that my finances are in the hands of people I can trust! Definitely would recommend Proverbs with colleagues, friends, and family!"

Michael Funk

"Prior to being introduced to Greg and his staff, my retirement plan was really the options provided to me by my company (401k, Life Ins, etc.).  From our initial meeting and discussion with the Proverbs team, it was abundantly clear this was not enough.  They took the time to get to know me, my family, and what we wanted our future post employment to look like.  We worked with Greg and his team to review all our options, which were well explained and laid out, and chose the best course of action for us.  As part of the process, the team helped us adjust how we thought about spending and saving buy utilizing the FLO application to where we were saving even more than we thought possible.  Working with Greg and the team at Proverbs Financial has allowed us not only to plan for our retirement, but gave us the ability to help out two of our daughter with their weddings as well as put money aside for our third daughters college tuition all while still being able to live comfortably and saving for (hopefully an early) retirement.  I really like that fact that this feels like a more personal approach to financial security and I continue to recommend Proverbs Financial whenever I have to opportunity."

Jessica Teylan

"After working with Proverbs Financial, we became more confident that all our assets were working together to help us achieve our financial goals. Greg and his team are a wealth of information and they have really empowered us to have a more active role in our financial future."

Christine Lee

“I wanted to share how much of a positive impact a financial group has had on my financial life. When I first came
across their services, I was feeling pretty uncertain about my financial future. However, with their help, I was able to
learn more about personal finance and start making smarter decisions with my money.

One of the things that stood out to me was how well they were able to explain complicated financial concepts. Before
working with them, I felt pretty lost and overwhelmed, but they took the time to break things down into smaller, easierto-understand pieces. That made a huge difference in my confidence and helped me feel more in control of my

Another way that they really helped me was with investing. I had never invested before and was pretty intimidated by
the whole process. But they provided me with a clear investment strategy that made sense for my goals and risk
tolerance. They also helped me diversify my portfolio and keep an eye on my investments to make sure they were
performing well.

All in all, I'm really grateful for the positive impact that this financial group has had on my life. Thanks to their
guidance and support, I feel like I have a better handle on my financial future and am excited to keep learning and
growing in this area. If you're looking for a company that can help you make smarter financial decisions and achieve
your goals, I'd definitely recommend giving them a try!”

No compensation has been paid to our clients for their testimonials. Their experience may not represent the experience of others nor predict future results.