Answer these simple yes or no questions about your current advisor. The results might surprise you — and they will definitely make you think.
Having a financial advisor and having someone who genuinely cares about your life are two completely different things.
Most advisors know your portfolio number. Very few know your grandchildren's names. Very few have ever sat at your kitchen table. Very few have ever prayed for you when you were sick.
Answer yes or no for each question below — honestly, based on your real experience with your current advisor.
CAER Financial Group was built around a kitchen table — literally. A husband and wife who co-founded this firm on faith, family, and the belief that money management should feel like sitting with someone who loves you.
Thomas brings the financial precision — the accounting background, the planning architecture, the defense-first strategy. Jessica brings the heart — the relationships, the education, the unwillingness to let a single client feel alone in their financial life.
Together, they have sat at clients' kitchen tables. They have prayed for people in hospital waiting rooms. They have answered calls on Saturday nights. They have taught teenagers about money with the same passion they bring to a seven-figure retirement plan. They have had clients at their own table for dinner — not as a business gesture, but because they genuinely wanted them there.
That is not a marketing promise. That is how they live. And every client who walks through the door of CAER eventually becomes part of that story.
Available on weekends and evenings — because your life doesn't pause for business hours and neither do Thomas and Jessica.
They come to you — your home, your table, your comfort zone. That's where the best conversations happen.
They educate your whole family — children, grandchildren, anyone who will one day carry your legacy forward.
They pray for their clients — by name, genuinely, because faith is not a tagline at CAER. It is the foundation.
Their clients become their community — shared meals, shared celebrations, shared life. Not every advisor can say that.
They donate to St. Jude, the VFW, and Civil Air Patrol with every new client — because what they do with their success matters to them.
Thomas and Jessica would love nothing more than to one day have you — and your family — sitting around their kitchen table. That relationship starts with one free conversation. No pressure. No pitch. Just two people who genuinely want to know your story.
Book my free call with CAER →Free Foundational Audit · No obligation · Faith-based · Family-centered