Teaching Kids to Save

When a colleague introduced Daniel to Jim, they both knew God had a unique plan for them. Their visions and passions aligned on what they wanted to do and their skill sets were complimentary.

We wanted whoever handled our finances to care about us as a whole, and not just feel like a client.

Logan and Lauren started a non-profit that offers a variety of therapy services including Hippotherapy and Therapeutic Riding to achieve functional goals and development with their patients.

He now has three stores under his care, and his years in leadership have given him an opportunity to lead differently.

They now have nine staff members that were one-time youth members of their ministry.

One of our operators, Joe, has made some incredibly generous, team-building choices and we would like to share his story: Joe started as a Chick-fil-A team member nearly 20 years ago.

Within three to six months of repositioning some of our investments, this CFA Support Staff couple saw a huge increase in their net worth.

My wife and I were some of Pandowealth’s first customers. Jim was my financial consultant at Chick-fil-A before. That made it an easy transition for me to work with them.

Ben and Jen are able to live generously, live well, and prepare a legacy for their kids.