Our Story
Partners in both business and marriage, Lois and David founded Worthwhile Wealth Council with the understanding that loving and authentic relationships are vital to success in all aspects of life. This includes authenticity in your financial planning.
In the last thirty years, Lois and David have been blessed to work with and learn from some of the most well-known names in the financial services profession. Now experts in their own right, Lois and David are excited to make their expertise work for you.
They have done their best to become the experts themselves, so they can better help you with your individual financial needs. As their industry knowledge has grown, so has their love, respect, and passion for financial planning.
After decades of helping purposeful savers transition into successful retirees, Lois and David have found the key to unlocking your financial freedom. What motivates you to retire? What is it that will transform your everyday life into Worthwhile living? Once you set your sights on why you want to retire, getting there seems much more achievable, no matter where you are starting from.
