There’s a moment most business owners know well. The tax bill arrives, and it’s bigger than expected. Not because anyone did anything wrong, but because nobody was paying close enough attention soon enough. Jonathan Lopez and Drew Harris built Truvize Financial around that exact frustration, and what they’ve created is something the El Paso business community didn’t realize it was missing: financial planning that actually plans ahead.
When Jonathan and Drew sat down with us on the 323 Podcast, the conversation went deeper than numbers and tax strategies pretty quickly. These are two guys who understand what it costs to build something from the ground up, and they brought that real-world perspective into every answer. But what stood out most wasn’t their business acumen. It was how naturally their faith threads through the way they serve their clients. For them, helping a business owner save on taxes isn’t just a professional service. It’s an act of stewardship.
Business Owners Who Get It
Jonathan and Drew aren’t solely advisors, they’ve also owned and operated multiple businesses that faced challenges common to all business owners They founded Glide, an electric scooter sharing business right here in El Paso, and they purchased and rebranded another venture called Breaking 100. Both experiences left marks, and those marks are exactly what make them different.
Jonathan put it plainly: owning a business isn’t the glamorous journey most people imagine from the outside. There are real pressures, real phone calls at bad times, and real consequences when things go sideways. Having lived through those moments themselves, Jonathan and Drew walk into every client meeting with something most financial advisors can’t offer — a genuine understanding of what it feels like to sit on that side of the table.
That shared experience isn’t just a talking point. It shapes how they advise. When a business owner comes to them with a bright new idea, Jonathan and Drew aren’t there to shut it down. They’re there to ask the questions nobody else is asking. What will this actually cost? What goals are already in play that might take a hit? They can have that conversation because they’ve been through it themselves.
The Real Problem: Reactive Responses to Proactive Questions
Here’s the thing most business owners don’t want to hear — the way the financial advice industry typically works isn’t set up to help them. A CPA is doing essential work. They’re keeping your filings clean, making sure compliance is airtight, and defending your return if anyone ever looks twice. That matters enormously. But CPAs are often handling thousands of returns in a short window, and that leaves very little room for the kind of forward-thinking conversation that can actually change a business owner’s financial trajectory.
Drew and Jonathan saw that gap clearly. CPAs are doing their jobs well. The problem is that proactive planning falls through the cracks. A CPA sends the list of action items, checks it off, and moves on. The business owner, already stretched thin, lets it sit. Deadlines pass. Opportunities disappear. And by the time anyone notices, real money has walked out the door.
Truvize steps in right at that intersection. They quarterback the relationship between the business owner and their CPA, making sure action items don’t just get assigned but actually get done. Jonathan described it with refreshing honesty: sometimes they’ve already reached out five times, and the sixth call is the one that says, “We need to do this today.” It’s not pushy. It’s the kind of accountability that business owners actually need but rarely get.
Stewardship That Goes Beyond the 10 Percent
It’s here that the conversation on the 323 Podcast took a turn that felt like it mattered. When the topic shifted to how faith and financial planning intersect, Jonathan didn’t hesitate.
“Stewardship — that is the word that we try to help with,” he said. For Christian business owners specifically, that word carries real weight. It’s not just about paying less in taxes, though that certainly matters. It’s about asking a bigger question: why did God place these resources in your hands, and what does it mean to manage them well?
This is the kind of thinking that runs through Scripture from start to finish. In Matthew 25:14–30, Jesus tells the parable of the talents — servants entrusted with their master’s money, expected to invest wisely and return more than they were given. The ones who buried what they had and played it safe weren’t praised. The ones who took what was entrusted to them and did something meaningful with it were the ones the master called “good and faithful.” Proverbs 3:9 puts it even more directly: “Honor the Lord with your wealth and with the first fruits of all your produce.”
Jonathan and Drew live in that tension every day with their clients. They’re not just helping people pay less in taxes this year. They’re helping them think about the rest of their lives…how money flows, where it goes, and whether it’s being used in a way that honors the One who provided it in the first place. As Jonathan framed it, without planning and ongoing attention, dollars will disappear. Not because anyone is being reckless, but because that’s simply how it works when nobody is watching.
Why Being Equally Yoked Actually Matters in Business
One of the more candid moments in our conversation came when Drew and Jonathan talked about what it means to be in a faith-aligned business partnership. Drew shared that he didn’t always walk with the Lord. In fact, he reached a point in his twenties where he made a conscious decision to step away from Christianity entirely. It was a road that led to a significant turning point, one he described as not unlike Paul’s experience on the road to Damascus. The Lord showed up and changed the direction of his life.
That history matters because of what it taught Drew about partnership. He and Jonathan both agree that when two business partners aren’t aligned on faith, disagreements become significantly harder to navigate. The natural human response in conflict is defensiveness and resentment. But when both partners are walking with Jesus and holding each other accountable, there’s room for something that’s genuinely rare in business: the ability to say “I messed up” and actually mean it.
This isn’t just a nice sentiment. It’s a practical reality for anyone who’s ever co-owned a company. Business partners will disagree. They will say things in the heat of the moment that they’ll regret. The question is whether there’s a foundation underneath the partnership that can absorb that without cracking. For Drew and Jonathan, that foundation is shared faith, and it’s made all the difference.
The Bottom Line for Business Owners
So when does a business owner know it’s time to reach out to someone like Jonathan or Drew? Their answer is straightforward. If your annual tax liability is hitting six figures or more, proactive planning isn’t optional anymore. At that level, small adjustments in strategy can mean significant differences in what you keep. And it’s not just about the business. Personal finances and business finances are deeply intertwined for most owners. You can’t fix one without looking at the other.
The way Jonathan and Drew describe their work, it comes back to a simple idea: every dollar that walks out the door unnecessarily is a dollar that could have been stewarded better. Whether that means funding a goal, supporting employees, or giving generously to causes that matter, that’s money that has a purpose beyond disappearing into a tax bill.
Additional Resources
God and Money: How We Discovered True Riches at Harvard Business School— by John Cortines and Gregory Baumer A compelling read for anyone wrestling with how wealth, faith, and business intersect. Cortines and Baumer bring their own journey as Harvard Business School students into a conversation about what it really means to handle money well.
The Treasure Principle: Unlocking the Secret of Joyful Giving— by Randy Alcorn A practical and biblically grounded guide to understanding generosity not as a guilt trip but as one of the most freeing things a believer can do. Especially relevant for business owners thinking about how profit can serve a larger purpose.
C12 Borderplex — Peer Groups for Christian CEOs If you’re a business owner in the El Paso or Las Cruces area looking for a confidential space to talk through the kinds of leadership and stewardship challenges Jonathan and Drew described,C12 Borderplex offers peer groups built for exactly that.
Learn More About Jonathan Lopez and Drew Harris
Jonathan Lopez and Drew Harris are the co-owners of Truvize Financial, a financial planning firm in El Paso that specializes in helping business owners take a proactive approach to tax planning and personal finance. As business owners themselves, they bring a hands-on understanding of the pressures and decisions that come with running a company. Connect with them on Facebook or X, or give them a call at (915) 502-0096.
Ready to hear the full conversation? Jonathan and Drew shared even more about leadership, faith, and what it looks like to build something that lasts on the 323 Podcast. Listen to the full episode here and let us know what stands out to you.
If God is writing a story in your workplace, we’d love to hear about it. Visit 323podcast.com to share your story.