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Do you wrestle with the norms in the financial industry today? As Kingdom Advisors, our practices should be different from the advisor down the street. "Friendship with the world is enmity with God." This breakout session is a panel discussion that highlights what other Kingdom Advisors wrestle with in the advice that they share with their clients. Some topics include: Should their practice and advice look different? Should it be drastically different? The discussion centers around the struggles of sharing what we believe with clients and the high calling for ministry in our communities.
About the Speakers
Adam Miller
ElderAdo FinancialAdam Miller is a financial planner at ElderAdo Financial, where he encourages values communication, impact, and sharing wealth and wisdom with the people and organizations that clients care about. He has earned the Certified Kingdom Advisor® designation, and he writes and speaks frequently about financial planning, stewardship, and philanthropy. Adam is an advisory board member of National Christian Foundation Colorado and a volunteer facilitator of Journey of Generosity.
Tim Mohns
Raymond James Financial ServicesTim Mohns is a financial advisor with Raymond James in Naperville, IL and board co-chair of National Christian Foundation, Greater Chicago. Tim has experienced the transforming power of God’s generosity. As a result, he is committed both personally and vocationally to inviting others to discover the key role generosity plays in living a life of purpose. He and his wife, Rachelle, are the parents of two children and live in greater Chicago.
Bardie Wolfe
Peak Financial ManagementBardie has been a financial planner since 1990 and is the founder of Peak Financial Management, Inc.. She earned the professional designation of CERTIFIED FINANCIAL PLANNER™ from the College for Financial Planning and has also earned the professional designation of Qualified Kingdom Advisor. In addition, she is a Certified Estate Advisor. After relocating to Colorado in 1992, Bardie asked Jesus into her life. She has continued on a spiritual journey, maturing in her faith. She feels a strong call to help believers and ministries better understand what the Bible teaches them about stewardship. As a result, she has a sincere desire to help clients and ministries understand where God is leading them with their faith and finances.
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