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The Team

Core Values

Core Values

Selfless – We do nothing out of selfish ambition or vain conceit, but rather consider our client as more important than ourselves. (Phil. 2:3-4)

Caring – We treat each client as a unique creation of God with a personal life-story which requires customized attention and service

Hopeful – We believe it is wise to put your hope in God who richly provides us with everything for our enjoyment, and foolish to place your hope in wealth which is so uncertain. I Tim 6:17

Curious - we have discovered the more we can learn about your story, the better we can assist you.



Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional. CFP® professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. 

Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the high standard of financial planning.

For more information, click here. "Certified Financial Planner - CFP®"

Why Choose a Certified Kingdom Advisor 

Every individual seeking a financial advisor in any discipline looks for someone who is competent, performs their work with excellence, evidences humility and integrity, and seeks to advance the client’s interests first and foremost. Many advisors, whether a Certified Kingdom Advisor or not, can meet these requirements. 

What is the difference in a Certified Kingdom Advisor? God’s Word says, “The mind of man plans his way but the Lord directs his steps” (Proverbs 16:3). Additionally, God’s Word says, “The fear of the Lord is the beginning of wisdom” (Psalm 111:10). First, financial advice you receive should be consistent with and informed by God’s Word. Second, your advisor should have a biblical worldview so that they help you become a steward of God’s resources that He has given you to manage. Third, when your advisor is a believer in Jesus Christ, they are undergoing constant transformation by the Holy Spirit and becoming more Christ-like in character. As such, you should desire to be able to hold your advisor to a higher standard of character and integrity.

So, why choose a Certified Kingdom Advisor? Because a Certified Kingdom Advisor has been trained and has committed to be a person of character who, from a biblical worldview, serves you with biblical financial advice on how to best meet the goals God has given you in being a steward of the finances that He has entrusted to you.

Certified Kingdom Advisor® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be:

Able to Apply Biblical Wisdom in Counsel:

By successfully completing the rigorous Certified Kingdom Advisor® coursework and examination.

Technically Competent:

By providing evidence of an approved professional designation (varying by discipline) or by having at least 10 years full-time experience in their discipline.


By agreeing to espouse and practice the Kingdom Advisors Code of Ethics (provide link to this part of the CKA® document in PDF here), by maintaining active local church involvement, and by providing pastoral and client letters of reference. Biblical Stewards:

By pledging that they practice biblical stewardship in their personal and professional lives and by giving regularly in proportion to their income.

For more information, click here. "Certified Kingdom Advisor - CKA®"

What Is a Retirement Income Certified Professional?

A retirement income certified professional (RICP) is a financial professional who specializes in retirement income planning. Financial professionals earn the RICP designation after following the program for retirement income professionals through the American College of Financial Serivces in Bryn Mawr, Pennsylvania. This program includes on average 150 hours of retirement income planning training.

For more information, click here. "Retirement Income Certified Professional - RICP®"