Kingdom Advisors Community Groups

Kingdom Advisors Community Groups are designed to provide a forum for various groups of Kingdom Advisors members to share their collective wisdom, as well as learn from one another about a particular topic. Many of our Community Groups feature monthly member-led conference calls that are open to all Kingdom Advisors Members as a member benefit.

Attorneys

Kyle Krull (kyle@kekpa.com)
The Kingdom Advisors Attorneys Community Group seeks to connect Kingdom Advisors’ attorneys to collaborate and share best practices as they apply Biblical wisdom in the advice given to clients. This community group will provide an opportunity for these professionals to sharpen their skills by sharing tools and techniques with one another.

Biblically Responsible Investing

Dan Hardt (dan@hardtfinancial.com)
Biblically Responsible Investing (BRI) is investing that seeks to please and glorify God as an act of worship. The Biblically Responsible Investing Community Group seeks to help Christian financial professionals incorporate this counter-cultural perspective into their practices by promoting awareness, and providing support and resources.

Member Forums and Vendor Analysis/Screening tools can be found on the Discussion Pages in the Members Only section of our website. Click here to log-in

Business Succession

George Cassiere (gcassiere@pacefinancial.biz)
The Business Succession Community Group will aid the Christian financial professional with tools and techniques to assist the Christian business owner in what will be a “once in a lifetime” decision for many. We will combine technical discussions with cases studies, putting all of the discussions in a Biblical perspective.

Development Officers

James Gleghorn (james.gleghorn@kingdomadvisors.org)
The Development Officers Community Group seeks to connect Kingdom Advisors’ development professionals to collaborate and share best practices as they apply Biblical wisdom in the advice given to donors. This community group will provide an opportunity for professionals to sharpen their skills by sharing tools and techniques with one another.

Large Broker-Dealer

Dwight Short (dshort@dlsconsult.com)
The vision of this community group is to see more advisors in the large broker-dealer firms make their practices into their ministry. If you work for a large broker-dealer, this community group could be just what you’re looking for to equip and encourage you in your calling.

Mortgage Professionals

Kevin Wallace (kwallace@mobiumgroup.com)
Mortgage professionals are a growing segment of Kingdom Advisors. The Mortgage Professionals Community Group seeks to connect Kingdom Advisors’ mortgage professionals to share ideas and network with one another as they seek to apply Biblical wisdom to their interaction with clients.

Charitable Planning

Roger Sulhoff (rsulhoff@privateclientadvisory.com)
The purpose of the Kingdom Advisors Charitable Planning Community Group is to engage, empower and equip Christian financial professionals to incorporate charitable planning principles into their lives and the work they do with their clients.

Local Communities

AL, Birmingham
AZ, Phoenix
CA, Fresno
CA, Orange County
CA, Los Angeles/Ventura
CA, San Diego
CA, San Francisco/Bay Area
CO, Colorado Springs
CO, Denver
CO, Fort Collins
FL, Gulfcoast
FL, Jacksonville
FL, Naples
FL, Orlando
FL, Tampa (North)
FL, Tampa (Pinellas County)
FL, West Palm Beach
GA, Atlanta
GA, Savannah
GA, Statesboro
HI, Honolulu
IN, Indianapolis
IN, West Lafayette
IL, Chicago
KY, Kentuckiana/Louisville
KY, Lexington
MI, Detroit
MI, Grand Rapids
MO, Kansas City
MN, Bemidji
MN, Minneapolis/St.Paul
NC, Asheville
NC, Charlotte
NC, Hickory
NC, Raleigh/Durham
NC, Winston-Salem
NJ, Ocean CIty Area
NM, Albuquerque
NV, Las Vegas
OH, Cleveland
OH, Columbus
OH, Toledo
OK, Tulsa
OK, Oklahoma City
OR, Portland
SC, Columbia
SC, Greenville
SC, Spartanburg
TN, Chattanooga
TN, Johnson City
TX, Dallas
TX, Houston
TX, Tyler
WA, Seattle
WA, Spokane

Premier Corporate Partners

OneAmerica Financial Partners, Inc.
Stewardship Partners
Wells Real Estate Funds

Premier Ministry Partners

Evangelical Christian Credit Union
Crown Financial Ministries
Generous Giving
Ministry Partners Investment Corporation
National Christian Foundation

Community Groups

Attorneys
Biblically Responsible Investing
Business Succession
Charitable Planning
Development Officers
Large Broker-Dealer
Mortgage Professionals

Resource Partners

Kingdom Advisors Resource Partners