Building your faith Strengthening your practice Expanding your ideas for client impact Facilitating your relationships with like-minded peers Encouraging you for tomorrow
Randy Alcorn
Alistair Begg
Ron Blue
Steve Franklin
Michael Hyatt
KINGDOMADVISORS.ORG
Bob Reccord
Rich Stearns
Bob Doll
CORE TRAINING TA U G H T
B Y
R O N
B L U E
• Learn how to offer biblical professional financial advice that is relevant in any economy “Absolutely life changing! My only regret is that I didn’t have this 25 years ago!” Gary Krings, Fairway, KS
“It was the most valuable training to which I have ever been exposed. I began implementing the material right away.” Tim Jenkins, CFP®, Peterborough, ON
“I’ve learned to talk with my clients in a whole new way.” Richard Voit, CIMA, Chicago, IL
• Bring more value to your clients by offering life counsel from an eternal perspective • Differentiate yourself in an increasingly commoditized marketplace
l SPECIAL OFFER ER a i c pe S e nc
OFFER ENDS MARCH CH 31st
$695 00 0 e er 5
f n o REGULAR TUITION: $1,50000 CREG SIGN UP TODAY AT THE REGISTRATION DESK & TAKE AN EXTRA $100 OFF
$59500
Ground yourself in the biblical basis for professional financial advice.
KingdomAdvisors.org/CoreTraining NEW CONTENT HAS BEEN ADDED Ron Blue offers new ideas and strategies for implementing the timeless truths found in the training personally and professionally.
2011 KINGDOM ADVISORS ANNUAL CONFERENCE
NOTEBOOK TABLE OF CONTENTS JOU Welcome From Ron Blue ................................................................................................5 • Conference Schedule ...............................................................................................6 Conference Host & Conference Music ...............................................................................6 • Hotel Map ................................................................................................................7 • Exhibit Hall Guide .................................................................................................13 Kingdom Advisors Communities & Study Groups ..............................................................14 Kingdom Advisors Partners Premier Corporate Partners .......................................................................................18 Premier Ministry Partners ..........................................................................................19 Corporate Partners ..................................................................................................20 Ministry Partners .....................................................................................................22 Resource Partners....................................................................................................23 2011 Kingdom Advisors Awards Larry Burkett Award .................................................................................................24 Practice Management Award....................................................................................25 Community Awards .................................................................................................26 • Community Groups ...............................................................................................36 Kingdom Advisors Members Kingdom Advisors Board of Directors..........................................................................26 Kingdom Advisors Founding Members ........................................................................28 Kingdom Advisors Charter & Champion Members ........................................................30 Kingdom Advisors Champions .................................................................................35 Qualified Kingdom Advisors™ ...................................................................................38 Kingdom Advisors Prayer Team..................................................................................58 Journey Forward General Sessions Session One Rich Stearns .....................................................................................60 Session One Ron Blue .........................................................................................62 Session Two Alistair Begg ....................................................................................64 Session Three Michael Hyatt ..................................................................................66 Session Four Randy Alcorn ...................................................................................68 Session Five Steve Franklin. ..................................................................................70 Session Six Bob Reccord ....................................................................................72 • Breakout Sessions ................................................................................................74
• Quick Reference PAGE: 3
“I chose NCF because their expertise is unparalled. Their cutting-edge tools make it easy for me to implement charitable giving for my clients. With NCF, I’m cementing my client relationships, growing my practice, and making a huge impact for eternity.” Blair Cunningham
Partner, SignatureFD, Atlanta, GA
Blair recommends that his clients use NCF instead of other funds. Why? Because nothing adds value to his practice like NCF. Now Blair has a like-minded, biblical partner whose charitable solutions are a perfect fit for Christian financial advisors, including: › The NCF Giving Fund, America’s largest Christian donor-advised fund › The Legacy Fund, charitable trusts & annuities, and other innovative planning tools › Instant access to the best giving experts in the country With NCF, Blair is cementing his client relationships, growing his practice, and impacting the Kingdom for eternity. So what can NCF do for you? Call us at 800.681.6223 to get started, or download our donoradvised fund comparison chart at NationalChristian.com/compare.
So how can NCF serve you?
NationalChristian.com/compare
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2011 KINGDOM ADVISORS ANNUAL CONFERENCE
MESSAGE FROM RON BLUE CON Dear colleagues and friends: It is with a heart of gratitude that I welcome you to the 7th Annual Kingdom Advisors Conference: Journey Forward. We are thrilled to be in Orlando, and we are looking forward to the learning and interaction that will take place here in the coming few days. The theme of the Annual Conference this year is: Journey Forward. Kingdom Advisors, as an organization, is energized about moving forward with the plans and purposes that God has given to us. We have gone through a season of maturing that has led to new clarity and passion as a ministry. You, as advisors, are continuing to move forward through uncertain economic times as you communicate biblical financial wisdom to your clients. Our goal is that you would leave here equipped to move forward in your journey as a Christian advisor with a greater level of clarity and passion, as well. This year, the speakers, breakout session leaders, and partners are ready to equip you as you seek to integrate faith and practice. You will learn more about enhancing your practice, moving your clients forward in their journey to financial freedom, and growing in your faith on a personal level. Thank you for making the investment to be here. We are excited to continue to partner together for the glory of God.
Yours in Christ,
Ron Blue
PAGE: 5
2011 KINGDOM ADVISORS ANNUAL CONFERENCE
CONFERENCE SCHEDULE CON Wednesday, February 16 8:00 AM
Thursday, February 17
Pre-Conference Workshops
7:30 AM
• The Why and How of Biblically Responsible Investing (BRI) • Charitable Strategies for Your Clients’ Journey of Generosity 10:00 AM 1:00 PM
Registration Opens General Session
Ron Blue 6:00 PM
General Session Breakfast Speaker:
Michael Hyatt
Steve Franklin
Breakout Sessions
10:00 AM
Breakout Sessions
11:15 AM
Breakout Sessions
11:15 AM
Breakout Sessions
12:15 PM
Break for Lunch
12:30 PM
General Session Luncheon
2:00 PM
Community Groups Session 1
Speaker: Bob Reccord
3:15 PM
Community Groups Session 2
4:15 PM
Community Groups Conclude
Speaker:
6:00 PM
General Session Dinner
Practice Management Award
Speaker:
Dessert after Session Networking Opportunity
Larry Burkett Award
Community Awards 3:00 PM
Conference Ends
Randy Alcorn
9:00 PM
PAGE: 6
7:30 AM
Speaker:
General Session Dinner
Alistair Begg
9:00 PM
General Session Breakfast
10:00 AM
Speakers: Rich Stearns &
Friday, February 18
Dessert after Session Networking Opportunity
CONFERENCE HOST
CONFERENCE MUSIC
Robert Wolgemuth
Marty Goetz
Robert is a favorite at Kingdom Advisors’ conferences. His energy and humor will make our time together a lasting memory.
Marty’s songs are Scriptures beautifully set to music, leaving listeners spiritually moved, inspired and educated.
J O U R N E Y F O R WA R D
Lobby Level
HOTEL MAPS
KINGDOMADVISORS.ORG
Upper Level Community Groups:
Oakmont A
•
2nd Floor: 241 & 245
B
Lobby Level Breakout Sessions & Community Groups:
Riviera Legends Executive Boardroom
Men
Women
A Congressional Prefunction Area
A Augusta
Terrace
B
Oakmont Augusta Congressional Olympic Colonial ChampionsGate
Restaurants:
Please turn to page 13 for full restaurant details
Lower Ballroom Level
B
A
A
Olympic
Colonial
B
B
General Sessions: Breakout Session: Community Group:
National Ballroom National Ballroom Wentworth
Restaurants:
ChampionsGate
National Ballroom Prefunction
Ballroom Commons St. Andrews A
B
B
National Ballroom
C
Wentworth
Glen Eagles Boardroom
International Ballroom Prefunction D
Men
Women
International Ballroom
3PZBM %VCMJO
A
Men
I
II
Women
III
B
3PZBM .FMCPVSOF
.FFUJOH 3PPN 1SFGVODUJPO
Lower Ballroom Level
A
A
B
PAGE: 7
NEW PRODUCTS FROM CROWN FINANCIAL MINISTRIES
®
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Purpose: Deepen Yoiur Biblical View of Handling Money t -FU UIF #JCMF UIPVHI UIF BSU PG åMN SFWFBM (PE T QVSQPTF GPS NPOFZ t "MMPX UIF 4DSJQUVSFT UP UFBDI VT IPX UP NBOBHF NPOFZ
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As a financial professional, you work daily with clients to help them expand their wealth. As a Kingdom-focused advisor you also have the opportunity to expand their heavenly treasure. This past year Kingdom Advisors used Generous Giving events and resources to help their clients grow in the generosity journey. At Generous Giving, our main medium for communicating biblical generosity is stories. Whether you are organizing a 24 hour event or leading a Beyond Wealth group, your clients will hear testimonies from people who have experienced firsthand that “It is more blessed to give than to receive.” (Acts 20:35)
Let us know how we can serve you and your clients. A 24-hour experience for you and your friends to enhance your journey with Jesus and generosity
Journey of Generosity –––
A story-based curriculum designed to take you and your small group on an adventure in generosity.
Beyond Wealth ––– Sign up for Storyline at generousgiving.org to receive great giving stories and more delivered in a bimonthly email.
For more information visit generousgiving.org or contact Matt Mancinelli, Vice President of Strategic Partnerships at (321) 281-8883/matt@generousgiving.org
Generous Giving is a privately funded ministry that seeks to encourage givers to experience the joy of giving and embrace a lifestyle of generosity, according to God’s word and Christ’s example. It was launched in 2000 by The Maclellan Foundation to stir a renewed, Spirit-led commitment to generosity among Christians. Generous Giving does not solicit donations.
As professional advisors, we are among the most influencial people in the lives of our clients. Our clients are stewards of great wealth, and every day they seek our counsel on managing this wealth. As a result, we have a tremendous impact on their decisions to invest and to give. Generous Giving is equipping me to reshape my client’s perspective on giving, helping them see their wealth as a gift from God that should be invested to further His Kingdom. -David Wills, President, National Christian Foundation
WEBINAR SERIES
IN
PRACTICE
Experienced advisors present practical client case studies, based on real client experiences.
COMPLIMENTARY
ADDITIONAL FEES APPLY
Faith In Practice Webinar Series: New Spring Line Up! MARCH 3:
Business Succession, Part One with Brian Shepler (Ronald Blue & Co., National Office)
MARCH 8:
Business Succession, Part Two with Brian Shepler (Ronald Blue & Co., National Office) Shepler will share strategies for effective business succession as well as pitfalls to avoid in the process in this two part series. Understanding the issues and best practices for business succession in a financial services firm will allow you to address this often overlooked area of practice management.
Brian Shepler
MARCH 17: How Much Real Planning Gets Done? with Paul Anthes (Financial Advisory Corp.) Anthes poses the following question: “Real planning requires a client who desires planning and is willing to invest the time and effort required. Without their buy-in, is it a waste of time?” He looks at how much planning is actually done, the implications of how planning is offered, and ways to improve the planning function within a practice.
MARCH 24: Diagnostic Questions
Paul Anthes
with Jim Wise (Ronald Blue & Co., Ft. Lauderdale) Wise will discuss using diagnostic questions as a key to uncovering meaningful interaction with clients. The questions will help you to discern more about a client’s God given “wiring,” help you to discover where a client is on their own spiritual journey, and will function as a new tool to help you take your client relationships to the next level.
MAY 12:
Integrating Biblically Responsible Investing, Part One
Jim Wise
with Dan Hardt and Other Seasoned BRI Advisors
MAY 19:
Integrating Biblically Responsible Investing, Part Two with Dan Hardt and Other Seasoned BRI Advisors Experienced BRI Advisors will discuss the practicalities of Biblically Responsible Investing in this two part series. You will learn the how-to’s of BRI in a variety of firm types, as well as investment screening tools, and BRI investment options.
Dan Hardt
All Faith In Practice Webinars take place from 4-5 pm EDT. Visit www.KingdomAdvisors.org/webinar to register.
MasterYourMoney.com LIFE WELL LIVED. MONEY WELL SPENT.
Ron Blue Answers Your Questions The MasterYourMoney.com website is a public oriented website, organized around the “11 Buckets” model. The “11 Buckets” shows that financial decisions are interrelated. It also shows the need for balance between short-term spending and long-term goals. By visually capturing the balance between short and long term needs, the model helps you make more confident financial decisions. Featuring: • Answers to Common Financial Questions • Scriptures That Apply to Each Bucket • Helpful Links in Each Bucket • Budgeting, Planning, and Debt Repayment Tools
Surviving Financial Meltdown Ron Blue and Jeremy White team up in this five-week DVD based, small group study. Visit booth 25 to buy the study or to learn more, including special tools available to Qualified Kingdom Advisors™.
Ron’s Videos on Your Website! Visit us at booth 25 to learn more about a beta test offered to Qualified Kingdom Advisors™ who wish to make Ron’s video answers to commonly asked questions available on their websites. Visit us at booth 25
Family Wealth Counseling Training The financial services industry continues to contract and become increasingly commoditized. To thrive in the future, financial advisors must specialize! …distinguish yourself from the other financial advisors in your market. …attract high capacity families with a unique and transformational planning process. …experience personal and professional fulfillment in your practice. …achieve maximum Kingdom impact.
LEVEL ONE Family Wealth Counseling, Level One, is available online at www.kingdomadvisors. org/FWC. It is 8 hours of foundational training that will prepare you for Level Two.
LEVEL TWO Family Wealth Counseling, Level Two, consists of four live 24-hour events in Indianapolis, Indiana. The 2011 spring sessions are: March 9-10, April 12-13, May 9-10, and June 14-15. Visit www. kingdomadvisors.org/FWC to register.
Family Wealth Counseling accomplishes all of the above! Through teaching, How-Tos, and Case Studies, learn to: • Conduct family meetings and discovery retreats • Use the Life on Purpose™ Questionnaire • Design Master Stewardship Plans™ • Use custom letters of engagement, forms, and templates • Learn the tools and strategies to build “zero tax” estate plans Want to explore the possibilities? The creator and instructor of the Family Wealth Counseling Training would be happy to visit with you during the conference to answer your questions about this powerful client process for high capacity families. Text or call Jay Link @ 317-345-3793 to learn more about this extraordinary career enhancement opportunity offered exclusively through Kingdom Advisors!
Jay Link Jay Link is President & CEO of Kardia, Inc., a family office firm that works exclusively with affluent Christian families. Jay’s biblical knowledge and professional experience uniquely qualify him to authoritatively write, teach, and counsel on biblical stewardship for wealthy Christians.
2011 KINGDOM ADVISORS ANNUAL CONFERENCE
EXHIBIT HALL GUIDE EXH
25
D C
24
26
23
11 12
28
10 9 8
3
Steward Funds / Capstone Asset Management Company
4
MulliganGolfClub.com
5
Focus on the Family
6
Cornerstone Wealth Management
7
Cambridge Legacy Group
8
Hayden Harper
9
Robert Pittenger Company
10
Aris Corporation of America
11
Overseas Council
12
World Vision
13
Eventide Funds
14
GA Repple & Company
22
13
7
A
30
21
14
6
15
ECCU
16
Opportunity International
5
17
Answers in Genesis
18
Hartman Income REIT
19
Financial Professionals Group
20
WaterStone
21
SoulCare Project
22
MMA Praxis Mutual Funds
23
The Stewardship Alliance
24
Faith Based Strategies
25
MasterYourMoney.com
26
Stewardship Asset Management
CNL Securities National Christian Foundation
PLACES TO EAT Trevi’s features Mediterraneanstyle dishes in an Italian garden atmosphere. The lunch menu features soups, salads, flat breads, pizza, sandwiches, hamburgers, and pizza. It is located on the lower level, and as you exit the elevators it is directly straight ahead. Trevi’s is open every day for breakfast and lunch from 6:30 am – 2 pm, and it is open for dinner Monday through Saturday, 5 pm – 10 pm.
Halftime
29
32
20
15
4
36
19
16
3
37
18
17
2 1
B
Faith Comes by Hearing
2
B
31
A
1
C D
28
NEXT Financial Group
29
JC+1 - Job Creation Plus 1
30
OneAmerica
31
Anchor Capital Management
32
The Timothy Plan
Wells Real Estate Funds
36
Family Office Services
Crown Financial Ministries
37
Simple Alternatives
Some of our Partners will be providing giveaways to conference attendees. These giveaways will be announced at general session meetings from February 16-18. Additional information is available at participating partner booths.
Piper’s Grille at the ChampionsGate Clubhouse: Lunch specialties include appetizers, homemade soups, fresh salads, flatbreads, wraps,and deli sandwiches. You may use the golf cart shuttle to get to the clubhouse, or take a ½ mile walk. The golf cart shuttle can be accessed at the fountain at the bottom of the main staircase from the lobby level. Piper’s is open from sunrise to sunset.
Croc’s: The poolside bar and grill offers American poolside favorites such as hamburgers and chicken sandwiches, as well as Florida favorites like shrimp salad and grouper. Opens at 11 am daily, weather permitting.
Broadway Deli: Offers a wide array of snacks and refreshments, including pizza by the slice, made to order sandwiches, and fresh churned ice-cream. It is located on the lower level. As you exit the elevators, it is directly to the right. Open everyday from 10:30 am to 9 pm.
Morsel’s: Open Daily at 6:00 am, Morsel’s offers coffee, bagels, pastries, and seasonal fruits. It is located on the lobby level in the hotel’s retail corridor. As you exit the elevators, it is on the left at the end of the hallway.
PAGE: 13
2011 KINGDOM ADVISORS ANNUAL CONFERENCE
KINGDOM ADVISORS COMMUNITIES KIN Community / Study Group
GET CONNECTED Our Kingdom Advisors Communities and Study Groups continue to be one of the most important member resources available to help you develop into the Kingdom-minded financial professional God is calling you to be. To maximize and take advantage of your Kingdom Advisors membership, it is important to get locally connected to a Community in your area and participate in a Study Group near you. Today there are over 70 Kingdom Advisors Communities across the country and internationally with over 145 Study Groups meeting every month. Each Community has one or more Study Groups where you can get connected. What is a Kingdom Advisors Community? - an environment where deep learning of biblical financial wisdom and its application takes place - a fun and engaging place to experience unique fellowship and relationships - a safe and supportive group of financial peers offering encouragement, motivation, accountability, and prayer - a group with vision to have a tangible Kingdom impact in their city - a group that is committed to helping every member grow and develop What is a Kingdom Advisors Study Group? - an interactive monthly small-group setting for professional and spiritual learning and fellowship - a group led by a Kingdom Advisors trained member - a group where professionally relevant financial topics from a biblical perspective are taught, learned, and discussed - a place to share knowledge, best practices, resources, and ideas - a group focused on applying the learned principles of biblical financial wisdom into their financial advice and practice
Start a new Study Group in your Community! V our A Visit Annuall C Conference f RResource D Deskk ffor more information and to learn how to get started or contact:
Stuart Easterly: National Community Director - stuart.easterly@kingdomadvisors.org
Michelle Davis: Study Group Coordinator - michelle.davis@kingdomadvisors.org
GET CONNECTED TODAY! PAGE: 14
Leader
Steve Briggs Harry Brown, Jr. Andy Meehan Harry Pearson Jim Warren
stevebriggs@petralife.com hibjr@IsonBrownInvestments.com meehan.andy@gmail.com harry.n.pearson@ampf.com jim.warren@wakm.com
Bob Merwin
bob@bobmerwin.com
Jeremy Becker Rick Kasel David Reinders Randall Sanada Kevin Von Tungeln Jerry Van Houten John Cooke Chuck McLucas Arlin Penner James Regitz Scott Broberg Daniel Guillen Brett Masters Fred Vaught Rick Hillsbery
jsb@sti.net rick.kasel@kingdomadvisors.org david.reinders@lpl.com rsanada@allianceadvisory.com kvontungeln@TVTtrustlaw.com financialwiser@sbcglobal.net john@cookewealthmgmt.com cmclucas@ctai-ca.com arlin.l.penner@smithbarney.com jregitz@newportadvisory.com sebroberg@gmail.com dguillen1@cox.net mastersb@financialnetwork.com fred@crmfinancial.com rhillsbery@vistawm.com
Jeff Gott Bryan Miesel Gordon Budreau Lynn Hinds Jeff Gott Bob Seymour
jeffg@livingdefined.org bryanm@livingdefined.org gordon.m.budreau@smithbarney.com jlhinds@lighthousefinancial.biz jeffg@livingdefined.org 5talents@comcast.net
Steven Kowalski Miguel Rodriguez Charles Morse Robert Brown Gary Williams Joe Fernandez Zack Fulmer Hilgardt Lamprecht Alec Ombres Philip Van Staden Kristine Hartland Cathy Norris Bob Swatland Renee Porter-Medley Kevin Zylstra Jon Locklear Rob Taylor George Hough Steve Scalici Richard Ekey Michael Henderson Lacie Stevens
skowalski40@gmail.com mjr@rkccpas.com Charles_Morse@glic.com rgraybrown@aol.com williams@g-williams.com jfernandez@fendzusa.com zack.fulmer@ronblue.com hilgardt@myswm.net aombres@ameorl.com philip@garepple.com kris.hartland@lpl.com cathy.a.norris@ampf.com swataic@aol.com renee_porter-medley@keybank.com KZylstra@minneapolis.nef.com Jon@sfgtampa.com rtaylor@idlewild.org george@proactivelegalcare.com stevescalici@gmail.com rlekey@comcast.net michael.henderson@lpl.com lacie_stevens@yahoo.com
Jerry Black Terry Ford Bruce Neurohr Tom Spicknall Terri Jarrell
jblack@legacy-planning-group.com tford@strategicsteward.com bneurohr@atlantachristian.org jts@optilink.us terri.jarrell@strathyadvisors.com
ALABAMA Birmingham Birmingham Birmingham Birmingham Birmingham
ProEquities Sylacauga South Side Inverness Vastavia/Inverness
ARIZONA Phoenix
CALIFORNIA Fresno LA/Ventura Shepherd of the Hills LA/Ventura Stevenson Ranch LA/Ventura Thousand Oaks LA/Ventura Lancaster Modesto Orange Co. Mariners Church Orange Co. South County Orange Co. ECCU Orange Co. Orange County San Diego Hazard Center San Diego South Bay San Diego Temecula San Diego Escondido San Jose San Jose
COLORADO Co. Springs Downtown Co. Springs North Denver Smith Barney Group Denver Westside Denver South Denver Ft. Collins Northern Colorado
FLORIDA Ft. Lauderdale Calvary Chapel Ft. Lauderdale SW Broward Gulfcoast Jacksonville Ponte Vedra Beach Jacksonville Jacksonville-Main Miami Coral Gables Orlando Maitland (Metro Orlando) Orlando West Orlando Orlando Downtown Orlando Casselberry Pinellas South Pinellas Pinellas Pinellas County Pinellas Seminole Southwest Ft. Myers Southwest Naples Tampa South Tampa Tampa North Tampa West Palm Beach Stuart West Palm Beach Christ Fellowship West Palm Beach West Palm Beach West Palm Beach Boca Raton West Palm Beach Phillips Point Club
GEORGIA Atlanta Suwanee Atlanta Woodstock Atlanta Alpharetta Dalton Statesboro Savannah
J O U R N E Y F O R WA R D
Community / Study Group
Leader
HAWAII
KINGDOMADVISORS.ORG
Community / Study Group
Leader
NORTH CAROLINA (Continued)
Honolulu
John Turner
sgtmajt@msn.com
Lance Greco
lance.greco@wfadvisors.com
Luis Cruz Paul Dillman Ann Elliott Mary McWilliams Bill Stevenson Brian Voss John Yukawa
licruz@cruzfg.com Paul@CPAtaxhelp.com alhe@sbcglobal.net mmcwilliams@burkelaw.com bill_stevenson@ml.com Brian@BrianAVoss.com john.yukawa@ronblue.com
Brent Dunn Kyle Foyer Brad Hulse Kevin Kaufman
bdunn@camidwest.com foyer_kyle@nlvmail.com Brad.Hulse@morganstanleysmithbarney.com kevin.w.kaufman@gmail.com
Anissa Nelson Matthew Syverson Gary Tenpenny James Hanna
anissa@ancpakc.com matt@syversonco.com TenpennyGroup@everestkc.net james.c.hanna@ampf.com
Jane Connell-Young Stephen Allen Mark McDonald
y4030@bellsouth.net sallen@rfhco.com mmacdonald@wyattfirm.com
IOWA Cedar Rapids
ILLINOIS Chicago Chicago Chicago Chicago Chicago Chicago Chicago
•
Northwest Group South West Downtown Oak Brook/Merrill Lynch North Shore Harvest Bible Chapel/NW
INDIANA Indianapolis Indianapolis 1 Indianapolis Indianapolis 2 Indianapolis Indianapolis 3 West Lafayette
KANSAS Eastern Jackson County Kansas City Mid-America Group Topeka
KENTUCKY Kentuckiana East End Lexington Bluegrass Lexington Downtown
MICHIGAN Bad Axe Detroit Detroit Detroit Northridge Church Grand Rapids
Jason Krohn Brian Gettel Aubrey Lee Loran Filson
Jason.Krohn@RaymondJames.com bcgettel@comcast.net smoothjazzv987@gmail.com loran@financialadvisorycorp.com
MINNESOTA Rochester Twin Cities Twin Cities Twin Cities Twin Cities Twin Cities Twin Cities Twin Cities
InverGrove Heights North-Northwest Arden Hills West Metro - Carlson South Metro - Burnsville Downtown Minneapolis Minnetonka
Steve Rehm Ginger Ewing David Hitchcock David Laurion Rick Lueck Jeff Robinson Kathy Waters Dan Westin
steve.rehm@thrivent.com ginger.r.ewing@ampf.com dhitchcock@ncstrategies.net david.laurion@raymondjames.com rlueck@theadvocategroup.com jeff.robinson@familyfinancial-usa.com kathy.waters@wellsfargo.com dwestin@qais.biz
NEW JERSEY Ridgewood Northern Bergen County Annie Hung-Scanga
cahs@atocapital.com
NEW MEXICO Albuquerque Midtown Albuquerque Albuquerque
Dale Coffing Michele Doyle
dcoffing@gmail.com mdoyle@nmchristian.org
Ron Anderson Jerri Thompson
ron.anderson@wachoviasec.com jerri_thompson@ml.com
Joe Caldera
joe@calderawealth.com
NEBRASKA Lincoln Omaha
NEVADA Las Vegas
Charlotte Gastonia Charlotte Promenade Charlotte South Park Hickory Raleigh/Durham North Raleigh Raleigh/Durham West Raleigh Raleigh/Durham Inner Beltline
Asheville Michael Collie Charlotte Lake Norman/Huntersville Wayne Hewett Charlotte Matthews/Indian Trail Michael Jette
mcollie@colliefp.com wayne.hewett@wellsfargoadvisors.com mjette@carrollfinancial.com
rownbey@carolina.rr.com hunter.pugh@ronblue.com john.putnam@nmfn.com kirkhobart@highergroundfinancial.com floyd@cwmteam.com bshipley@trioaksystems.com Jason.Steele@raymondjames.com
Steve French Jerry Summers Kevin Doss Randy Fairfax Roger Shumaker Chad Vavpetic Kimberly Holzer Ed White Don Roork
sfrench@harvest-fr.com gsummers@cinci.rr.com kevin@balancedassetmanagement.com rfairfax@highlandusa.net rshumaker@mcdonaldhopkins.com chad.vavpetic@axa-advisors.com Kimberly.s.holzer@mssb.com edwhite@elwhite.com droork@assetdynamics.com
Joe Williams Steve August
joe.williams@hhbc.com steve.august@cox.net
Jeff Cave Jack Dempsey Jack Dempsey Michael Halvorsen
jeff_cave@ml.com jack_dempsey@farmfamily.com jack_dempsey@farmfamily.com mike@assetplanningservices.com
Jon Rogers Roger Sims Sherri White Hugh Brantley
rogersfg@charter.net roger.sims@lpl.com SWhite@planfirst.com HughB@SCCFonline.org
James Barber Henry Henegar Kevin Wilson Rob Clement Mark Pierce
JamesBarber@cccfdn.org hahenegar@cccfdn.org kevin@crossbridgewealth.com rclement@shoemakerfinancial.com mark_pierce@ml.com
John Gay David Schoening Ed Gish Daniel Baker Bradley Dennison Richard Dvorak Rick Figueroa David Meredith Craig Dawson Mike Riddle Randy Schroeder Jeff Thomas Craig Wear
jgay@ffplan.com ds@PreservationFinancial.com gishe@financialnetwork.com dan.baker@nmfn.com bradley_dennison@ml.com richard.b.dvorak@ampf.com Richard.figueroa@ubs.com jdavidmeredith@earthlink.net craig.dawson@salientpartners.com mike@rbafirm.com randy.schroeder@ronblue.com Jeff.Thomas@MSSB.com craig@craigwear.com
Gisle Sorli
gisle.sorli@mcleanam.com
Joe Helms Scott Rahn Hans Boehm
joe.helms@ronblue.com scott.rahn@wfadvisors.com hans.r.boehm@ampf.com
OHIO Cincinnati Crossroads/Cincinnati Cincinnati West Chester Cleveland - West Cleveland Cleveland - East Cleveland - Downtown Columbus Columbus/Westerville Dayton Toledo
OKLAHOMA Oklahoma City OKC Metro Tulsa
PENNSYLVANIA Philadelphia Philadelphia Philadelphia Philadelphia
Central Bucks County Philly/Main Line Wilmington Montgomery County
SOUTH CAROLINA Greenville Greenville Greenville Greer Greenville PlanFirst Spartanburg
TENNESSEE Chattanooga Brainerd Crossroads Chattanooga Downtown Jhsn City Jhsn. City Summit Lunch Memphis Greater Memphis Nashville
TEXAS Dallas Dallas Gateway Church Forth Worth Arlington Houston Riverway-Uptown Houston Houston Downtown Houston Clear Lake Houston UBS Houston The Woodlands Houston Galleria Houston Champions Area Houston West Houston Houston Williams Tower Houston ConroeĂ?
VIRGINIA DC Greater Washington DC
NORTH CAROLINA
Ron Ownbey Hunter Pugh John Putnam Kirk Hobart Nate Oltmans Robert Shipley, Jr. Jason Steele
WASHINGTON Seattle Spokane Vancouver
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2011 KINGDOM ADVISORS ANNUAL CONFERENCE
KINGDOM ADVISORS STUDY GROUPS STU Join a KA Study Group in Your Community! Study Groups meet monthly in an interactive, small-group setting led by a trained Kingdom Advisors member. It is a forum for relevant spiritual, financial, and business-building topics focused on practical application. The teaching is provided by Ron Blue and other experienced trainers via DVD.
Topics for Upcoming Study Groups: • Getting the Most from Your Time with the Lord (February) • Impacting Clients through Transferable Concepts (March) • Maximizing Your Unique Ability (April) • Building a Business (May) • Your Work: Finding the Sacred in the Secular (June) START a Study Group in Your Community… Contact Stuart Easterly (stuart.easterly@kingdomadvisors.org) or Michelle Davis (michelle.davis@kingdomadvisors.org)
FIND a Study Group near you… visit www.KingdomAdvisors.org
Don’t Miss a Word! Catch missed sessions, relive the excitement, listen again or even share with a friend. re recor rde ded live ve and are e All general and breakout sessions at this conference are recorded bit hall. l. available for immediate sale after each session in the exhib exhibit Conference CDs are an opportunity to: • Grow in your faith, • Enhance your practice, and • Learn new ideas for you and your clients. Ron Blue
Individual CDs - $8 Group Price - Any 10 CDs for $70 Entire conference set of CDs - $150 (Suggested Donations)
Available after each General Session and Breakout Session at the Conference Resource Desk.
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GS-1
General Session
INVEST IN THE NEXT ™
DELIVERING REAL ESTATE INVESTMENTS FOR MORE THAN 20 YEARS
Investing in CNL Securities Corp. carefully scans the horizon to offer investment products and services that we believe will help you pursue your clients’ real estate goals. Real Estate. Service. Relationships. These are the areas in which we focus our energies and resources. Our continuous improvement mindset drives every aspect of our business. We invite you to join us as we continue to Invest in the Next.
REAL ESTATE SERVICE RELATIONSHIPS
www.CNLSecurities.com (866) 650-0650
FOR BROKER/DEALER USE ONLY - Dissemination to prospective or current investors is prohibited. Investing in real estate or REITs may not be suitable for all investors. Investors should consult a financial professional to determine whether risks associated with an investment in the shares are compatible with their investment objectives. These risks may include limited operating history, reliance on the investment advisor, potential conflicts of interest, payment of substantial fees to the advisor and its affiliates, potential illiquidity and liquidation at less than the original amount invested.
2011 KINGDOM ADVISORS ANNUAL CONFERENCE
PREMIER CORPORATE PARTNERS KIN Kingdom Advisors is pleased to present the following Premier Corporate Partners. These companies represent the highest level of commitment and are integral to the continuing success of Kingdom Advisors. The Premier Corporate Partner designation is reserved for a select group of companies who have demonstrated an unparalleled commitment to the vision and mission of Kingdom Advisors in their work.
Wells Real Estate Funds is a national real estate investment management firm that purchases existing Class-A office and industrial properties leased long term to creditworthy tenants. Wells was the largest purchaser of Class-A office and industrial real estate in 2002 and 2003, according to the New York-based Real Capital Analytics. In its investment products, Wells serves more than 160,000 investors nationwide with more than $6 billion in assets representing 31 million square feet of commercial space.
CNL Securities Corp. offers the next generation of real estate investment products to help financial advisors thrive in today’s market. A subsidiary of CNL Financial Group, Inc., the company has worked with an extensive network of more than 367 FINRA member broker/dealer firms and more than 23,597 registered representatives nationwide. Since inception in 1986, CNL Securities Corp. has raised more than $11 billion in private and public offerings through its network of broker/dealer firms. With a focus on real estate, service, and relationships, the company continues to Invest in the Next™. Contact CNL Securities Corp. managing dealer, Member FINRA/SIPC (866) 650-0650.
FOUNDING CORPORATE PARTNERS
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PREMIER MINISTRY PARTNERS
Since 1982, The National Christian Foundation (NCF) has helped thousands of people give more than $2 billion to the ministries and causes they believe in - rather than to the federal government in the form of taxes. NCF helps: Individual givers make a greater impact with their charitable giving, give practically any asset entrusted to them, and balance their giving with income needs. Ministries and churches offer their supporters innovative ways of giving, which can lead to significant new funding for their organizations. Professional advisors (financial planners, CPAs, attorneys, and others) offer their clients charitable giving expertise, which builds stronger client relationships.
To learn more, visit NCF on the web at www.nationalchristian.com or call 800.681.6223.
Crown Financial Ministries is a merger of two ministries: Larry Burkett’s Christian Financial Concepts and Howard Dayton’s Crown Ministries. Crown’s mission is to train Christians to handle money from God’s perspective. It offers biblically-based advice on various areas of personal/family finance, including budgeting, debt reduction, charitable giving, and investments. Crown’s primary vehicle is a very well-attested small group Bible study designed for use at the local church level.
Generous Giving was launched in 2000 by The Maclellan Foundation, a recognized leader in Christian grant-making for 60 years. Generous Giving’s mission is to motivate followers of Christ toward greater biblical generosity, and encourages givers to live with open hands to God. Through relationships and experiences, thousands are realizing the joy of giving, and resources are being deployed for God’s purposes around the world.
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CORPORATE PARTNERS Aris provides customized wealth management, retirement plan, and trust services. Sophisticated risk management processes and technologies are utilized to create investment portfolios based on client risk profiles and objectives, including biblical, faith-based, or social criteria. Utilizing multiple issues screening software and extensive manager due diligence, Aris identifies investment vehicles to create portfolios built on the same risk based philosophy as Aris’ traditional strategic and tactical portfolios. Aris provides a complete turnkey solution including investment due diligence and monitoring, account transitioning, rebalancing, consolidated performance reporting, and billing, freeing the advisor to focus on client relationships and planning needs. Cambridge Legacy Group is a community of financial professionals who have pledged themselves to helping people make smart choices about their money. We are the premiere provider of The Smart Money ExperienceTM, a fully integrated implementation of ValuesBased Financial PlanningTM. The result is a fully integrated planning process, complete with a Deliverables Team of Subject Matter Experts, that gives you and your clients the highest probability of achieving your goals. We believe that your clients achieving their goals and fulfilling their God-given purpose is the greatest evidence that you have indeed served them well as a Trusted Advisor. Founded in 1983, the corporate purpose of Cornerstone Financial Services, Inc. is to serve people to the absolute best of our ability. To this end, CFS places the needs, objectives, and desires of the client first, recognizing the heavy fiduciary responsibility that CFS carries as advisors. We, as individual members of the CFS corporate staff, look without apology to God first as our source of wisdom, knowledge, and truth in this world. Evangelical Christian Credit Union (ECCU) exists to help evangelical organizations and ministry-minded individuals become better stewards of their finances. ECCU serves churches, ministries, and Christian schools across the country and missionaries around the world. As a member-owned financial cooperative, we gather funds and lend these to growing organizations to further the Kingdom. Service by service, our job is delivering banking services that support the achievement of your ministry’s goals. We measure our success through the increased effectiveness we deliver to your ministry. Faithbased Strategies “Your clients face the loss of a loved one, what are you going to do?” As a Trusted Advisor you have an opportunity to help. Faithbased Strategies provides web based tools to allow you to assist families in their greatest time of need, instilling for them “peace of mind.” These tools will allow you to provide families control of the situations they will face in administering an estate. We work with you to integrate these Estate Administration and Planning tools into your website to maximize your brand. We do zero-tax planning. We calculate how much wealth is needed for the client’s aftertax lifetime income and then we zero-out unnecessary taxes on transfers to family and favorite charities. When we start with comments about zero-tax planning, we can usually stimulate discussions that lead to deeper conversations about wealth counseling, wealth blueprinting, legacy funding, or family office service engagements. We offer training programs to equip other Advisors to use our proven marketing, training, case planning, and administrative resources. Financial Professionals Group | FPG is a national support organization serving Financial Professionals, Broker Dealers, and Associations. We provide a unique experience relationship through FPG’s value creation process called The Financial Professionals Solution™. Through this 4-step process we learn about you and your vision, while identifying your unique opportunities and strengths. Serving The 21st Century Financial Professional™.
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Our vision at G.A. Repple & Company is to see advisors transform communities across the country through Workplace Ministry. We wish to see advisors impact their communities by teaching biblical stewardship and providing godly financial counsel. We wish to see every church and ministry with a Stewardship Minister and a Foundation. Since 1983 Hartman has been striving to maximize investor value by acquiring, leasing, and managing quality shopping centers, office buildings, and office/warehouse facilities. We have sponsored 19 investment programs, both public and private, and leased, managed, and operated over 6,000,000 square feet of commercial real estate. Our business model, experienced real estate investment executives, and commitment to shareholder value enabled us to weather economic downturns and have positioned us as a sponsor investors respect and trust.
MMA Praxis Mutual Funds is a leader in faith-based investing for individuals and institutions. Grounded in religious principles of the Mennonite and Anabaptist traditions, the funds offer investors the opportunity to engage their faith through stewardship investing practices. Mennonite Mutual Aid, the parent corporation of the funds, is an agency of the Mennonite Church USA and has been offering financial services for over fifty years. For more than 20 years, the Robert Pittenger Company (RPC) has researched, evaluated, and purchased undeveloped land in the path of urban growth areas. Through a proven strategy of acquiring property, where the potential for development has been clearly demonstrated, RPC offers exceptional land purchasing opportunities to its investors. To date, RPC has acquired and invested in excess of $200 million of undeveloped land. Our success in determining future paths of progress earned annual returns on average of 20% IRR (compounded annual rate) net to our investors. All investments are through equity participation, with no debt and no future development obligation or risk. A leader in its field, the Steward family of mutual funds offers investors of faith peace of mind while seeking to meet their financial goals. Fund investors can invest in both stock and bond funds, many of which are index funds. All Steward funds are no-load, which means there are no sales fees to buy or sell the funds. In addition, all Steward funds employ sophisticated screening disciplines to insure investors do not need to compromise their convictions with the companies they own. The Steward funds are the most rapidly growing faith-based fund family in America. For nonprofits… sustainable, proactive planned giving programs are essential to their multigenerational viability. We provide the most cost-effective, time-efficient system for nonprofits to proactively grow and sustain planned giving. For estate planning advisors… we give them everything they need to get paid by charities to educate their donors… and 1. Rise above every other advisor in your area; 2. Attract the affluent in the fastest way possible, while always maintaining your ethics and integrity; 3. Have quality charities seek you out as a respected and trusted consultant; 4. Have charities pay you to educate and build relationships with their best donors; 5. Establish you as THE “go-to” planned giving resource in your area; and 6. Create an unassailable niche in your area. At The Timothy Plan®, we believe we have designed an excellent mutual fund family to serve the needs of concerned investors. We believe there is a genuine difference between Timothy and other investment options – one that can help you combine your investment goals with your moral convictions. Simple Alternatives is the adviser to the S1 Fund. The S1 Fund (Mutual Fund Symbol: SONEX) is a multi-manager, absolute return strategy, in a mutual fund structure. The goal of this investment model is to provide consistent returns regardless of market direction. PAGE: 21
2011 KINGDOM ADVISORS ANNUAL CONFERENCE
MINISTRY PARTNERS KIN
Partnering with local churches, denominations, and Christian organizations around the world, CCC seeks to help fulfill the Great Commission by building spiritual movements everywhere so that everyone knows someone who truly follows Jesus. Our strategy of Win -- Build -- Send guides our activities as we develop selfreplicating movements across the globe.
Our team of professionals offer unique legal and financial experience to individuals, businesses, and charitable organizations to put resources into effective evangelism today... and tomorrow. Our mission is to reach poor and illiterate people worldwide with the Word of God in audio, discipling them in their mother tongue. Our commitment is to record Audio New Testaments for every people group and to start Audio Bible listening programs for the world’s oral majority, so that they can experience the hope and salvation of Jesus Christ.
The World Vision Advisors Network is a network of attorneys, accountants, and financial professionals who are supportive of World Vision and include charitable planning as part of the expertise and advice they provide their clients. We partner with our members to provide charitable gift planning tools and high impact giving opportunities for their clients. www. worldvision.org/advisors.
Focus on the Family exists to serve you and your family. That has been our goal since 1977, when child psychologist Dr. James Dobson started a small 15-minute radio weekly broadcast. Our broadcasts now reach 220 million listeners daily, on over 7,000 stations in 160 countries. We’re on the front-lines wherever legislation threatens to harm the family. We keep the printing-presses running with brochures, newsletters, magazines, and books to help make sense of marriage and parenting. We’re here for you. Let us help, however we can.
The SoulCare Project, in partnership with the Maclellan Foundation, is dedicated to providing leaders intentional space for rest and communion with Christ. Our desire is to give leaders a safe place to experience the quiet assurance of God’s love without becoming over-worked, exhausted, and burnt out. The majority of this vision has been accomplished by exposing leaders to the significance of Spiritual Formation and Soul Care, and by providing retreats where leaders have an opportunity to set aside the busy and productive life in order to listen and hear God’s voice through stillness.
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For 40 years, Opportunity International has lived out Christ’s call to love and serve the poor. Through its network of community banks and through innovations like mobile banking, Opportunity provides access to savings accounts, business loans, insurance and training for more than two million people in the developing world. Given the tools to grow their businesses, clients buy and sell goods, hire neighbors and place profits in savings accounts – making loan capital available to others and helping to build thriving communities. Opportunity banks on the spirit of people and on their hopes and dreams, and stands alongside its clients as equal partners in the fight against poverty.
Answers in Genesis is an apologetics (i.e., Christianity-defending) ministry, dedicated to enabling Christians to defend their faith and to proclaim the gospel of Jesus Christ effectively. We partner with churches by providing resources, speakers, an award winning web-site, and a 70,000 square foot Creation Museum to train and disciple their congregation.
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RESOURCE PARTNERS Anchor Capital Management is an independent, fee-based asset management firm dedicated to exceeding the expectations of financial professionals and their clients. Anchor serves as a third party manager for advisors and their clients. Our philosophy is based on the proven power of a long-term investment approach, the intrinsic potential of undervalued, dividend-paying companies, and the desire to deliver superior riskadjusted returns. Our approach delivers structured asset allocation strategies for choosing quality investments and active management to help maximize returns, minimize risk, and take advantage of financial opportunities.We consistently adhere to our investment discipline to reduce the potential stresses associated with the normal fluctuations of the stock market.
Eventide Asset Management, LLC offers the Eventide Gilead Fund (NASDAQ: ETGLX/ETAGX/ETCGX) to individual and institutional investors. Our goal is to sustain market outperformance by investing in companies that operate with integrity and profit from ethical and sustainable activities. It is our hope that Christian values based investors will find Eventide Asset Management to be a valuable partner.
The World Needs A Mulligan! In golf the term “Mulligan” means a second chance or a do-over. We use this term as a metaphor for Jesus; the best second chance ever! MulliganGolfClub.com exists to highlight the activity of God in the world through the game of golf. The MGC was developed by MulliganLife, a team of friends who want to serve individuals, groups, and churches that desire to use golf as a platform to join people with Jesus, leading them to know the forgiveness, friendship, and fellowship of God. So visit MulliganGolfClub.com or find us on Facebook to be inspired, get connected, & experience the MulliganLife!
NEXT Financial Group, Inc. is an independent broker/dealer that shares the vision, voice, and values of its representatives. This commitment, fueled by passion and excellence, has garnered the Broker/Dealer of the Year* award seven times in the past decade. OneAmerica Financial Partners traces its solid foundation more than 125 years in the insurance and financial services marketplace. Its nationwide network of companies and affiliates offers retirement plan products and services, individual life, group and credit insurance, and annuities.
Halftime is an organization dedicated to helping successful people pursue significance. Our partnership with Kingdom Advisors enables you to bring our expertise along side your financial planning practice, to better serve your clients who may be in Halftime.
Hayden Harper Direct Energy provides opportunities to invest in the oil and gas industry through drilling partnerships. Direct investments are made with multiple producers in income-producing, tax incentive-based drilling programs providing both geological and geographical diversification. HHDE’s management and advisory team is comprised of experienced individuals in the Appalachian Basin natural gas industry. The experience of the HHDE team allows for access to operators and thorough due diligence of each producer and drilling program.
Announcing JC + 1! Get an EDGE in your community - incorporate your faith & values to powerfully illustrate Ephesians 2:10 in your business TODAY. This is YOUR chance to get involved with a NATIONAL organization that promotes stability & growth for Small Business Owners by offering the tools needed to achieve your VISION + Visit us at Booth #29 to learn more!
MasterYourMoney.com
OC equips nationals for Christian leadership through its ongoing partnerships with a worldwide network of leadership training centers. These partners include seminaries, Bible colleges, and Christian universities that share our vision to develop godly leaders for a global church that is fully engaged in fulfilling Jesus’ Great Commission. They have a successful track record of training pastors, teachers, missionaries, and lay leaders in their own cultural context.
SAM was formed out of a passion and commitment to excellence in assisting Christian investors and institutions in growing their wealth in accordance with biblical principles. We screen our portfolios using the Biblically Responsible Investing Institute (BRII) screening criteria and they are managed by top-tier investment management firms. The Stewardship Alliance is a “marketplace ministry” serving Christian professional advisors, preparing and mentoring them for client leadership in Life Stewardship based on biblical principles. TSA offers education and training, including charitable tools and techniques leading to greater generosity.
LIFE WELL LIVED. MONEY WELL SPENT. MasterYourMoney.com makes a lifetime of Ron Blue’s teaching accessible to individuals with financial needs and questions. The website is a place where those with pressing questions can find answers backed by biblical wisdom and we invite you to use the website as a tool to communicate with and further educate your clients.
Waterstone is a Christian organization whose passion is to help transform your clients’ accumulated assets into “living water,” while keeping you closely involved in the process. Contact our office to explore the many gifting solutions available through Waterstone.
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2011 KINGDOM ADVISORS ANNUAL CONFERENCE
LARRY BURKETT AWARD ADVISORS 20 KIN KINGDOM DAVID S. REINDERS, CFP®
Dave Reinders would tell you that God called him to be a financial planner and then provided the relationships and resources to make it happen. Reinders grew up on a farm in Wisconsin, graduated from college in the mid-West with a music degree, and moved to California where his first job was in a fitness equipment store. But, from the beginning of his career, Reinders’ primary focus has been on funding the Great Commission. He moved to California as a young man to be a financial backer for a church plant that ministered to students on the UCLA campus, and, in that church, he began to see how God’s stewardship principles apply across income levels and in every financial situation. Over time, Reinders became the “go-to” guy for financial questions in their congregation. He was eventually invited into the field of financial planning through a relationship with Rob Scribner, a former NFL football player who had gone into the financial services business. As Dave Reinders became an advisor, it was natural to integrate biblical principles into his advice. He says, “the idea of working and making money to be used for the Kingdom’s purposes has [always] been my combined focus.” Reinders’ connection with Larry Burkett and the original Christian Financial Planning Institute (CFPI) came by way of Ron Blue’s book, Master Your Money. When his church asked him to teach a stewardship seminar, Reinders found the book and asked Blue for permission to use it as a basis for the seminar. Thus began a relationship with Blue, Ken Frenke, Larry Burkett and a handful of others who were passionate about the stewardship message. As someone who was relatively new in the business, Reinders was amazed and grateful to have discovered, through CFPI, a network of other financial advisors who were doing planning from a biblical perspective. He says, “there is safety in a multitude of counselors – good advice is good advice, whether it’s given from a 30 year veteran or someone new in the business, it’s good counsel. To be surrounded by such men gave me great confidence that I was on the right track.” Dave Reinders says that the thrust of his life is three-fold: to help individuals with stewardship, to mentor others to do the same, and to fund the Great Commission through charitable gifting strategies. His work and his ministry are oriented in the direction of those three goals. In his interaction with clients, Reinders sees himself as a partner to help them fulfill the God’s call on their life. He says, “I am thoroughly, 100% convinced that everyone can have a much greater degree of success in their finances by following God’s principles.” Reinders’ firm does not have a minimum requirement for clients to work with them, and he says that he can have the most impact with people in the earlier stages of the process. He says, “I get the greatest satisfaction from working with someone who may not have had financial success if they had not worked with us. You take someone with fewer resources who has not had success, and work with them by teaching biblical principles, and, over time, they have success and begin to have a future – that is the most satisfying part of what I do.” For Reinders, the most challenging aspect of bringing biblical wisdom to clients is knowing when their hearts are ready to receive the message. He recommends Master Your Money as foundational reading to all of his clients, because the book lays a framework for them to receive God’s wisdom about their finances. Reinders says, “If I don’t feel people will follow my advice, I won’t give it. This is where the
2010: 2009: 2008: 2007: 2006: 2005:
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T. Randall Fairfax, CFP® Randall E. Schroeder, CFP® Janice A. Thompson, CFP® James H. Shoemaker, CFP® Kenneth B. Frenke, CFP® William F. Robertson, CFP®, CLU, ChFC
comprehensive financial planning approach is beneficial. It gives us a reason to have regular reviews on a semi-annual basis so we can plant seeds and develop ideas. Whether they are ready to proceed or not, it gives us a way to further the relationship and continue the process until they are ready to receive and act on the advice.” As Dave Reinders seeks to mentor other planners and see the Great Commission funded, he is highly involved with Kingdom Advisors – as a Founder and a Champion, a Coaching Class participant, and a Study Group leader. Additionally, he serves on his church council and works at a national level with his denomination’s investment committee while also serving on the board of a charitable gifting ministry. Since his early days as a financial planner, Dave Reinders has seen God provide on many levels. The leadership and mentorship of men like Ken Frenke, Larry Burkett, and Ron Blue allowed him to step out in faith to follow God’s call on his life to spread the stewardship message. His involvement with CFPI and later Kingdom Advisors gave him both a community and a foundation for that calling. His discipleship relationship with clients and other advisors has allowed him to ers. In summary, Reinders says, see God’s faithfulness in the lives of others. “certainly the Larry Burkett Award is the highest award I will ever receive because nothing combines my spiritual and professional life more completely. Plus, the award is named after Larry Burkett and presented by Ron Blue who are the two people who have had the most influence on my life both professionally and spiritually.” d with a Dave Reinders, CFP®, QKA™ graduated BA degree from Judson University. He iss a founding member of CFPI, a Champion of Kingdom om Advisors, a Study Group leader, and a Coaching Class participant. He and his wife, Anne, live in Stevensonn Ranch, California where they are active members ers at Church on the Way. They have three children: Kristen (23), Allison (21), and Andy (18), and two grandchildren. ildren. Kingdom Advisors is a product of Larry Burkett’s work and vision. Beginning as the Christian Financial Planning Institute in 1997, Kingdom Advisors has grown to over 1,300 members and is committed to training an army of Christian financial professionals who are passionate about helping their clients manage their financial resources according to God’s timeless wisdom. In appreciation of Burkett’s life and his desire to see a network of Christian financial professionals, Kingdom Advisors established the Larry Burkett Award. This award recognizes annually a Christian financial professional who has demonstrated by their life and work those qualities that epitomize what Burkett desired to see in a Christian financial professional: • An evangelical faith and fervor • Christian character in its most complete sense • Unparalleled professional competency • Integration of biblical wisdom into all of their advice and counsel
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PRACTICE MANAGEMENT AWARD JERRY R. FOSTER, CFP®, FOSTER GROUP When Jerry Foster began The Foster Group in 1989 in West Des Moines, Iowa, he was a believer who was living out his faith at work, but it was not until he read Bob Buford’s book, Halftime, in 1994 that he realized that he could be intentional about integrating his faith and his practice. Over the last 16 years, Foster has led his 24 employees with the goal of creating a team that “colabors for the Kingdom” and that seeks to “impact the community and the marketplace.” While all of the employees at The Foster Group are Christians, they serve a client base with diverse spiritual beliefs. Jerry Foster has built his business on the belief that biblical principles are valuable and valid no matter what a person’s faith is. The Foster Group advisors challenge their clients to complete the statement, “Wealthy is the person who…”, and they seek to use their platform as financial advisors to impact their client’s understanding of “capital” in five key areas: financial, relational, physical, spiritual, and intellectual. Through their proprietary planning “LifeWealth,” they help their clients embrace a broader definition of process, “L wealth as tthey counsel from a biblical perspective. Jerry says, “For me personally, when I come into the office, I see my ‘client’ the team members and the staff. I’m thinking about ministering, as being th encouraging, and challenging them as I equip them to do their job so that they encouragin care of the clients.” Foster serves and builds his team through company can take ca through training opportunities, and by maintaining to an attitude of policies, th among the leadership. service am employee of The Foster Group, from day one on staff, receives six weeks of Any employ “free days” in addition to eight civic holidays. Foster says, “It’s not a benefit, it’s investment. If I give them adequate time to have family time, rejuvenation, and an investme they will like what they do and serve their clients better.” He believes rest time, th that giving his staff adequate time off is biblical in that it serves their needs so that they can be prepared to serve others when they are at work. Additionally, Jerry Foster leads his staff in integrating their faith with their work Additionally through tea teaching opportunities. Not too long ago, they embarked on the “2:15 Project” du during which they did a study, as a team, on Philippians 2:1-15 and asked how they could operate with one heart, with a humble heart, with an obedient he heart, with a joyful heart, and with a pure heart. Foster encourages his team to loo look for practical ways to serve their clients, such as praying over their paperwork as it comes across their desk.
a staff member or client, we’ll stop work and gather in the conference room and pray. And, we have virtually no turnover. In over 20 years, we’ve had 0% turnover on the advisor level. That is attributable to the culture we have built here.” Jerry Foster and his wife, Nancy, have lived lives of service and excellence to the glory of God. Jerry’s leadership of The Foster Group is a major way in which they have impacted their community for Christ over the last twenty years. Jerry Foster, CFP®, graduated in 1977 from Iowa State University with a BS in Education. He and his wife Nancy have four children and two unofficially adopted children, all of whom are adults. They have three grandchildren. They attend Valley Evangelical Free Church in West Des Moines where they mentor a young-marrieds class. Foster has spoken internationally for Crown Financial Ministries and for Family Life ministry. He is a member of the ZeroAlpha group of 9 financial advisors, internationally, who serve as peers for benchmarking and accountability. Jerry is a Kingdom Advisors Champion and Charter Member as well as a trainer in the Kingdom Advisors Coaching Program.
Kingdom Advisors created the Kingdom Advisors Practice Management Award to recognize Kingdom Advisors Members who have intentionally and systematically integrated their faith into their financial services practice. The Kingdom Advisors Practice Management Award recognizes: • Outstanding integration of biblical principles in practice management. • Creation of a unique biblical culture which exemplifies Jesus Christ and results in a lasting impact on clients, staff, vendors, and community. • A practice from which Kingdom Advisors members can learn and emulate.
The six par partners at The Foster Group share an attitude of service. When Jerry Foster bega began intentionally integrating his faith and practice in the mid-1990’s, his first step was to create more margin for himself to do ministry outside of work by hiring ex excellent staff. Foster’s commitment to serving ministries such as FCA, Crown, an and Family Life as a speaker and facilitator has carried over into the habits of hi his entire leadership team. Each of the six partners at The Foster Group understand understands that ministry done outside of work is a vital way to serve God by pouring ou out. Foster says, “There is no sense that there should be any return on that [time spent away from work], it is strictly that we should be giving back.” When aske asked about the biggest benefit of integrating his faith and his practice, Foster rema remarked, “There is incredible unity here, and there is a tremendous sense of purpose purpose. Everyone has a Kingdom mentality. If there is a crisis that happens for
2010 2009 2008 2007 2006
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James Underwood, CPA/PFS, CFP®, AEP John W. Moore, CIMA Jerry Black Randall P. Sanada, CFP®, CLU, ChFC, MSFS Paul G. Anthes, CFP®
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COMMUNITY AWARDS God has tremendously blessed our Kingdom Advisors Communities & Study Groups over the last year. We are honored to serve and support every Community, every Study Group, and every leader who has made a commitment to make a difference in the lives of our Kingdom Advisors members. Thank you for your passion and effort and we look forward to an exciting new year with you! We are also proud to recognize and celebrate several Kingdom Advisors Communities for outstanding development and achievement for the last year! Kingdom Advisors is presenting 4 Annual Community Awards at the conference. We ask you to join us for this special moment during our Friday afternoon General Session. Congratulations to these Kingdom Advisors Communities for a job well done!
COMMUNITY EXCELLENCE AWARD
KANSAS CITY COMMUNITY EXCELLENCE AWARD
RALEIGH COMMUNITY EXCELLENCE AWARD
HOUSTON THE 2011 RUSSELL E. MILLER COMMUNITY LEADERSHIP AWARD
JEFFREY CAVE, CIMA The Russell E. Miller Community Leadership Award Kingdom Advisors is proud to honor the memory of Russell E. Miller by renaming the annual Kingdom Advisors Community Leadership Award to the Russell E. Miller Community Leadership Award. Russ went home to be with his Savior on April 10, 2009 after a brief battle with cancer. Russ was one of our most engaged and successful Kingdom Advisors Community leaders, and founded and led our Kingdom Advisors Communities in both Greenville and Spartanburg, SC.
THE 2011 RUSSELL E. MILLER COMMUNITY LEADERSHIP AWARD
JACK DEMPSEY, CLU, CHFC, MSFS
KINGDOM ADVISORS BOARD OF DIRECTORS Ron Blue Kingdom Advisors Atlanta, Georgia
Daryl Heald The Maclellan Foundation Chattanooga, Tennessee
Bill Serravezza Kingdom Advisors Atlanta, Georgia
Lloyd Bentsen Houston Christian Foundation Houston, Texas
Carl LaBarbera Kingdomworks SDG Foundation Seal Beach, California
Jim Shoemaker Shoemaker Financial Advisors Germantown, Tennessee
Bob Doll BlackRock Plainsboro, New Jersey
Skip Nichols Financial Planning Resources Tulsa, Oklahoma
Tony Stinson Kingdom Advisors Atlanta, Georgia
Phil Drake Drake Enterprises Franklin, North Carolina
Larry Powell Powell Family Enterprises Atlanta, Georgia
Janice Thompson Strategic Financial Solutions San Diego, California
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866-882-1226
W W W. S 1 F U N D . C O M
INFO@S1FUND.COM
2011 KINGDOM ADVISORS ANNUAL CONFERENCE
FOUNDING MEMBERS FOU
Kingdom Advisors is very grateful for its Founding Members, Charter Members, and original Champion Members listed on pages 30 to 33 who have a tremendous passion for the mission and vision of Kingdom Advisors. These members were integral in the initial development of Kingdom Advisors both through their funding of the necessary start-up and working capital for Kingdom Advisors in its beginning stages and their generosity in helping us move from the start-up phase to becoming an established organization. We are the organization we are today thanks to God’s provision through their active leadership and participation in the development of Kingdom Advisors.
Paul F. Berry, CFP® The Covenant Group, Inc. Birmingham, AL
George M. Hiller, JD, LLM, MBA, CFP®
Robert H. Clement
George M. Hiller Companies, LLC Atlanta, GA
Shoemaker Financial Advisors Germantown, TN
Cleo W. Holder, CFP®
Vincent M. Conte
Shoemaker Financial Advisors Newburgh, IN
Conte Financial Anna Maria Island, FL
Steven D. Humphrey, CFP
Kenneth B. Frenke, CFP® Kenneth Frenke & Co. Arden, NC
James M. Mars, CFP®
James H. Shoemaker, CFP®
Holmes Murphy Financial Services West Des Moines, IA
Shoemaker Financial Advisors Germantown, TN
David S. Reinders, CFP
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George M. Hiller Companies, LLC Atlanta, GA
David S. Reinders, CFP® Stevenson Ranch, CA
Cornerstone Financial Services, Inc. Dallas, TX
William F. Robertson, CFP®
Jerry L. Webb, CFP®
William F. Robertson & Associates Ft. Worth, TX
American Values Investment, Inc. Johnson City, TN
Randall P. Sanada, CFP , CLU, ChFC, MSFS Alliance Financial Group, Inc. Westlake Village, CA
Do Returns Really Matter? Of course they do! But if they are all that you have… Got Process & Strategy…Anchor does! Got Transparency…Anchor does! Got Flexibility…Anchor does!
Curious??? Booth 31 PAGE: 28
Prairie Financial Services, Inc. Naperville, IL
Christina Winch, CFP® ®
Carter B. LeCraw, CFP®
Jerry Tuma, CFP®
Winch Advisory Services Appleton, WI
2011 KINGDOM ADVISORS ANNUAL CONFERENCE
CHARTER MEMBERS KIN Scott K. Anderson, Jr., CPA, CFP®, EA Newport Advisory, LLC Newport Beach, CA
Paul G. Anthes, CFP® Financial Advisory Corporation Grand Rapids, MI Guy E. Baker, CFP®, MSFS, ChFC Baker Jensen Investment Advisors, LLC Irvine, CA Jim Bakke World Vision Federal Way, WA Todd A. Bauerle, CFP® Bauerle Financial, Inc. Deland, FL David F. Biffen, Jr., CFP®, CLU, ChFC, MSFS Biffen Wealth Managment West Chester, PA Joseph J. Bilello, ChFC Avanti Wealth Management, LLC Longwood, FL
Stephen Bolt, CFP® Faith Financial Planners, Inc. Franklin, TN
Steven T. Cox, CFA Providence Financial Advisors, LLC Overland Park, KS
Ronald C. Finke, JD, ChFC Stewardship Capital, Ltd. Independence, MO
John P. Brandon, CFP®, CLU, ChFC Atlantes Financial Advisors Corp. Fairhope, AL
Sylvia A. Crecelius The Stewardship Alliance, LLC Princeton, IN
Stewart Flaherty, CLU, ChFC The Flaherty Consulting Grp., Inc. Westerville, OH
Harry I. Brown, Jr., MA, MBA, CFP® Ison Brown Investments Sylacauga, AL
Timothy R. Davidson, CPA Davidson & Associates Ft Lauderdale, FL
Meredith E. Flautt, Jr. Flautt Financial, Inc. Nashville, TN
Matt Brown Brown & Streza, LLP Irvine, CA
Ted J. DeLisi IV Sovereign Investment Group Troutman, NC
Jerry R. Foster, CFP® Foster Group West Des Moines, IA
David A. Cook, CPA David A. Cook, CPA Solon, OH
Paul E. Dillman, CPA P&L Accounting & Tax Service, LLP Oak Forest, IL
Gregory C. Freeman, JD, CLU, ChFC Strategic Stewardship, Inc. Woodstock, GA
Judy L. Copenbarger, J.D. Comprehensive Financial Services Irvine, CA
Terry Evearitt Abundant Stewardship Group Lancaster, PA
Stuart Funke, CFP®, CIC, CSA Family Wealth Institute, Inc. Lake Oswego, OR
Morris R. Cowan, CLU, ChFC, CEBS The Salvation Army Metro Atlanta Area Command Atlanta, GA
T. Randall Fairfax, CFP® Highland Consulting Assoc., Inc. Cleveland, OH
Ernest T. George III, CFP®, CLU Wealth Strategies Group, LLC Starkville, MS
Steve Fairhall Financial Professional Limited Leeds, UK
Michael Gibney, B.Th, CFP® Covenant Planning Group Langley, BC
Discover the Art of Financial Services
Aris
Booth 10 Investment, Retirement and Trust Services
270 Walker Drive
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Actively-Managed Advanced Portfolios
Full Service Proposals & Paperwork
Faith Based, BRI & SRI Portfolios
University 403(b) Portfolio Management
Retirement Plan Design & Administration
Income Portfolios
Portfolio Investment & Transition Strategies
Manager Research & Due Diligence
State College, PA 16801
(800) 378 - 6777
www.ariscorporation.com
J O U R N E Y F O R WA R D
R. Floyd Green, CFP® Cornerstone Wealth Management Raleigh, NC
John Howard, CPA, JD, CFP® Resource Planning Group, Ltd. Atlanta, GA
Michael A. Hanson The Hanson Financial Group, Inc. Peoria, IL
Jess W. Hurst II, CFP® The Millennial Group Akron, OH
Peter E. Hembrough Ameriprise Financial Morrison, IL
Morris Inabnet, CPA, CFP®, MABS I.M. Financial, LLC Shreveport, LA
Steven Henningson, CIMA SageView Advisory Group Irvine, CA
Keith L. Johnson, CFP® Wealth with a Purpose, Inc. Irvine, CA
Philip T. Herrell, Jr. Palm Financial Group, LLC Naples, FL
Patrick Johnson National Christian Foundation Alpharetta, GA
J. Lynn Hinds Lighthouse Financial, LLC Broomfield, CO
J. Mark Joseph, CFP®, CPA, CLU Sentinel Wealth Management, Inc. Reston, VA
Linda S. Hodges, CLU, ChFC, CFP® Jacksonville, FL C. Scott Houser, CFP® Ronald Blue & Co., LLC Atlanta, GA
Andi YH Kang, CFP® Crown Wealth Management, Inc. Huntington Beach, CA Douglas E. Kemp, CFP®, CMFC In Memorium Rochester, NY
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KINGDOMADVISORS.ORG
Paul Knoblich, CFP® Paul Knoblich Retirement Income Planning Calistoga, CA
Bruce T. Leonard Attorney Bruce T. Leonard & Associates, LLC Cumming, GA
Harmon A. Kong, CFP® Iwamoto, Kong Wealth Management Group. Irvine, CA
Howard “Rusty” Leonard, CFA Stewardship Partners Chester Springs, PA
Kyle E. Krull, J.D., CFP® Law Offices of Kyle E. Krull, P.A. Overland Park, KS Jane Kupecz Canadian National Christian Foundation Ottawa, ON Kenneth J. Landgraf Kenjol Capital Management, LLC Austin, TX Robert “Buzz” Law, CFP® Creative Financial Group, Ltd. Atlanta, GA James H. Legg, Jr. The Granville Investment Group, Inc. Granville, OH
Marie W. Liu, CFP® Ameriprise Financial Fullerton, CA W. Scott Luper, CPA Integrity Financial Management Swannanoa, NC A. Michael Mayernick II, CFP® Northwestern Mutual Wealth Management Company Nashville, TN Candice A. McField iRISE Health & Wellness Shawnee, KS Charles J. McLucas, Jr., CPA/PFS Charitable Trust Administrators., Inc. Tustin, CA
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The cornerstone of Campus Crusade for Christ. Launching movements on college and university campuses worldwide.
Dedicated to getting a Christ follower on every team, in every sport and in every country.
Serving others until the whole world hears that Jesus is God, the Bible is true, God is passionate about a relationship with each person, and that the Christian faith is relevant, reliable and relational.
Bringing food, water and medical supplies to the sick and dying in 36 countries.
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1-888-CRUSADE | www.ccci.org PAGE: 31
2011 KINGDOM ADVISORS ANNUAL CONFERENCE
CHARTER MEMBERS CHA Steve C. Miller UBS Financial Services, Inc. Naples, FL
James W. Regitz, Jr., ChFC Newport Advisory, LLC Newport Beach, CA
Michael D. Morrow, CLU, ChFC Morrow Financial Network Grapevine, TX
Jeffry L. Robinson, CFP®, EA Family Financial Services Burnsville, MN
Joseph M. Mott III, CFP® Mott & Associates, Inc. Davidson, NC
Jeff Rogers, CEP, CLSA The Stewardship Alliance, LLC Ocoee, FL
James P. Mullinix, ChFC, CLU Triune Financial Partners, LLC Overland Park, KS
Larry C. Rooks, CPA, PFS, CFP® Rooks Wealth Management, PLLC Chattanooga, TN
Michael J. Mungenast, CPA ProEquities, Inc. Birmingham, AL
Bob Ross, CFP® Integrity Financial Services, Inc. Independence, OH
Gary A. Nagel, RFC Wealth Management Group of Kansas City Overland Park, KS
Richard S. Sadowski, CLU, ChFC Christian Financial Principles Hot Springs, AR
Curtis W. Neuman Financial Security Group, Inc. Ocala, FL
Steven G. Scalici, CFP® Merrill Lynch Jupiter, FL
James K. “Skip” Nichols, ChFC, CLU Financial Planning Resources, Inc. Tulsa, OK
Robert L. Seymour, CFP® 5 Talents Wealth Mgmt., LLC/ Raymond James Financial Services, Inc. Fort Collins, CO
Michael D. Novak, CFP® Integrity Life Planning & Financial Services Lancaster, PA
Roger L. Shumaker McDonald Hopkins, LLC Cleveland, OH
Oscar Lee Nugent, MBA, RFC Wealth Management & Planning Group Slidell, LA
Scott E. Skjoldager Raymond James Financial Services, Inc. Asheville, NC
William C. O`Connor, CFP®, EA, ATA Applied Financial Planning, Inc. Irvine, CA
Samuel F. Slabaugh, Sr., CFP® EST Financial Group Delmar, DE
Ray V. Padron, CPA, CFP®, CIMA, PFS Brightworth Atlanta, GA
Bruce D. Snyder, CFP® Snyder Financial Group, Inc. Tampa, FL
Terry Parker National Christian Foundation Alpharetta, GA
John Thomas Spicknall, CFP® Capital Investment Strategies, Inc. Dalton, GA
Daniel W. Pettway Councilmark Asset Management, LLC Chattanooga, TN
William L. Stear, CLU, CSA, RFC The Stear Group, Inc. Longwood, FL
Martin L. Pierce Martin L. Pierce, Attorney at Law Chattanooga, TN
Roger E. Sulhoff, CSA Private Client Advisory, LLC Gainesville, GA
Larry H. Powell, CFA, MBA Mission Hills, KS
David E. Taylor, CPA, PFS Raymond James Financial Services, Inc. Corsicana, TX
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Gary E. Tenpenny, CFP®, ChFC, CLU, MSFS, CAP Mid American Financial Group Olathe, KS Janice A. Thompson, CFP® Strategic Financial Solutions, Inc. San Diego, CA Charles P. Tiedje, CFP®, CLU, ChFC Proven Results Fort Lauderdale, FL Robert G. Topping, CFP®, MBA Covenant Wealth Advisors, LLC Williamsburg, VA James L. Underwood, CPA/PFS, CFP® Tarpley & Underwood Financial Advisors, LLC Atlanta, GA Fred M. Vaught, ChFC, CLU Capital Resource Management, Inc. Escondido, CA Richard J. Volpe, CFP®, ChFC, CLU Asset Planning Services, Ltd. Harleysville, PA Tim Voorhees, JD, MBA Family Office Services Irvine, CA Brian A. Voss Financial Network Winnetka, IL Kevin A. Wallace Wintrust Mortgage Corp. St. Charles, IL James E. Warren, Jr., CFP® Warren Financial Group, Inc. Kansas City, MO Ray West In Memorium Trust House, Inc. Ft. Lauderdale, FL Robert E. West Kingdom Advisors Atlanta, GA Bardie L. Wolfe, CFP® Peak Financial Management, Inc. Broomfield, CO Gary W. Wood, CFP® Benefit Design Corporation Glen Allen, VA
J O U R N E Y F O R WA R D
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KINGDOMADVISORS.ORG
CHAMPION MEMBERS Todd A. Bauerle, CFPÂŽ Bauerle Financial, Inc. Deland, FL
Thomas J. Leland Personal Financial Services Mishawaka, IN
Jay Bennett Esq. The Twin Cities Christian Foundation Minneapolis, MN
Robert E. Merwin, RFC OMNI Financial & Insurance Services Scottsdale, AZ
Michael E. Blanton Successful Financial Strategies Hendersonville, NC
Steve C. Miller UBS Financial Services, Inc. Naples, FL
John T. Cooke, CFPÂŽ Cooke Wealth Management, LLC Newport, CA
John W. Moore John Moore & Associates, Inc. Albuquerque, NM
Eric T. Duncan, Jr., CFPÂŽ Strategic Financial Partners, LLC Suwanee, GA
William C. O’Connor, CFPŽ, EA, ATA Applied Financial Planning, Inc. Irvine, CA
Lyle E. Hershey, CFPŽ Master’s Advisors, Inc. Lancaster, PA David C. Laurion, CFPŽ Raymond James Financial Services, Inc. Arden Hills, MN
Frank T. Reynolds, RFE, IAR, CCFC Frank Reynolds Wealth Management Daytona Beach , FL A. Charles Schultz, JD Crescendo Interactive, Inc. Camarillo, CA Doug Twohill, CFPÂŽ Merrill Lynch West Palm Beach, FL Michael A. Winkle Market Trend Investors Bonita Springs, FL
Gary F. Poling First Freedom Bank Lebanon, TN James W. Regitz , Jr., ChFC Newport Advisory, LLC Newport Beach, CA
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2011 KINGDOM ADVISORS ANNUAL CONFERENCE
KINGDOM ADVISORS CHAMPIONS CHA
In 2010, during a very critical time in the history of Kingdom Advisors, a group of our members boldly stepped forward to help ensure the vision and mission of Kingdom Advisors. Through their active participation, personal influence, and significant financial support, our Kingdom Advisors Champions are helping to impact the future of Kingdom Advisors. We are grateful for their passionate support and involvement with Kingdom Advisors. Jason Alexander Merrill Lynch Pittsford, NY
R. Floyd Green, CFP® Cornerstone Wealth Management Raleigh, NC
Curtis W. Neuman Financial Security Group, Inc. Ocala, FL
Ronald W. Anderson, Jr. Wells Fargo Advisors Lincoln, NE
Mark R. Hanson, ChFC Hanson Financial Services, LLC Naperville, IL
William C. O’Connor, CFP®, EA, ATA Applied Financial Planning, Inc. Irvine, CA
Paul G. Anthes, CFP® Financial Advisory Corporation Grand Rapids, MI
Kathleen D. Hayes, CIMA, CRPC, CPWA Merrill Lynch Houston, TX
Bob N. Barber Christian Investment Services New Braunfels, TX Jerry Black Legacy Planning Group, Inc. Suwanee, GA David A. Brown, J.D. Brown & Streza, LLP Irvine, CA
J. Lynn Hinds Lighthouse Financial, LLC Broomfield, CO Paul V. Kraus, CPA Ronald Blue & Co., LLC Orlando, FL Hilgardt W. Lamprecht Significant Wealth Management Orlando, FL
Jeffrey J. Cave, CIMA Merrill Lynch Doylestown, PA Charles V. Collins, ChFC Capital Financial Group, LLC Chattanooga, TN John T. Cooke, CFP Cooke Wealth Management, LLC Newport Beach, CA
Thomas J. Leland Personal Financial Services Mishawaka, IN Jay Link Kardia, Inc. Mooresville, IN
®
James Dilworth Dilworth Securities New Canaan, CT
Charles J. McLucas, Jr., CPA/PFS Charitable Trust Administrators, Inc. Tustin, CA Robert E. Micone, MBA LPL Financial Services Irvine, CA
Eric L. Dunavant, CFP Dunavant Wealth Management Group Mandeville, LA
Michael W. Miller, CFP® PlanFIRST, Inc. Greenville, SC
Vince Elliott Deutsche Bank Houston, TX
Joseph H. Mitchiner, Attorney Mitchiner Law Firm, PLLC Raleigh, NC
Jerry R. Foster, CFP® Foster Group West Des Moines, IA
Tim Mohns, CFP® Raymond James Financial Services, Inc. Naperville, IL
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Michael Gibney, B.Th, CFP® Covenant Planning Group Langley, BC John A. Grant, Jr. Grant Law Group Tampa, FL
John W. Moore John Moore & Associates, Inc. Albuquerque, NM James P. Mullinix, ChFC, CLU Triune Financial Partners, LLC Overland Park, KS
Ralph C. Ogden III Law Office Of Ralph C. Ogden Modesto, CA John H. Putnam Putnam Personal & Business Planning Charlotte, NC
Robert L. Seymour, CFP® 5 Talents Wealth Management, LLC / Raymond James Financial Services, Inc. Fort Collins, CO Bruce D. Snyder, CFP® Snyder Financial Group, Inc. Tampa, FL Roger E. Sulhoff, CSA Private Client Advisory, LLC Gainesville, GA Gary E. Tenpenny, CFP®, ChFC, CLU, MSFS,CAP Mid American Financial Group Olathe, KS
Jeff Reeter Northwestern Mutual Financial Network Houston, TX
Jeffrey A. Thomas Morgan Stanley Smith Barney Houston, TX
Gregory A. Reid, CIMA Telemus Capital Management Houston, TX
Janice A. Thompson, CFP® Strategic Financial Solutions, Inc. San Diego, CA
David S. Reinders, CFP® David S. Reinders, CFP® Stevenson Ranch, CA
Jeffrey L. Toadvine Ingram Financial Group Winter Garden, FL
Jeff Rogers CLSA, CEP The Stewardship Alliance, LLC Ocoee, FL
Jerry Tuma, CFP® Cornerstone Financial Services, Inc. Dallas, TX
Jon M. Rogers, Ph.D., CLU, ChFC Rogers Financial Group, LLC Greenville, SC Bob Ross, CFP® Integrity Financial Services, Inc. Independence, OH Barrett Rouse, CFP® Pin Oak Investment Advisors Houston, TX
Doug Twohill Merrill Lynch West Palm Beach, FL Keith A. VanderVeen WellsFargo Advisors St. Charles, IL Richard J. Voit, CIMA Merrill Lynch Private Banking Chicago, IL
Randall P. Sanada, CFP®, CLU, ChFC, MSFS Alliance Financial Group, Inc. Westlake Village, CA
Kevin A. Wallace Wintrust Mortgage Corporation St. Charles, IL
Steven G. Scalici, CFP® Merrill Lynch Jupiter, FL
Bardie L. Wolfe Peak Financial Management, Inc. Broomfield, CO
Randall E. Schroeder, CFP® Ronald Blue & Co., LLC Houston, TX
William T. Wright, CFP® Financial Professionals Group Lake Forest, CA
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2011 KINGDOM ADVISORS ANNUAL CONFERENCE
COMMUNITY GROUPS COM
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.
THURSDAY, 2:00 PM Attorneys Community Group Meeting, Part 1 Wentworth (Ballroom Level) 2 p.m. – 3 p.m.
The Closely Held Business Community Group Meeting Olympic 2 p.m. – 3 p.m.
Ralph Ogden The purpose of the Attorneys Community Group is to serve the needs of attorneys and other financial advisors who work with attorneys. During this meeting, John Grant will be speaking on maintenance programs for attorneys and for their estate planning practices. Any attorney or financial advisor is welcome to attend.
George Cassiere This year’s meeting will present a game changing approach for privately-held business owners. George Cassiere, Pace Financial, Steve French, Lifework Leadership, and Glenn Repple, G.A. Repple & Co., will facilitate a challenging and inspiring interactive conversation about integrated biblically-based strategies for privately-held businesses and their owners for all phases in the life of the business and adult life of the owner. Discussion points include: • Equipping your clients to build a Kingdom business, • Leveraging your resources and relationships to transform your city, and • Understanding the best strategies for privately-held business transition and legacy planning.
Large Firm Community Group Meeting Congressional
2 p.m. - 3 p.m.
Dwight Short If you work at a large firm and would like to know more about how to develop your practice into your ministry, we invite you to join us. Kingdom Advisors has a desire to help advisors grow in their faith regardless of the size of your company. You can hear about how advisors at other firms have adopted different strategies to bring a greater witness to clients and colleagues. Cathy Norris, Ameriprise, and Brad Hulse, Morgan Stanley Smith Barney, will lead this session, encourage dialogue with attendees, and help you to develop a strategy that will work for you.
Charitable Giving Community Group Meeting Colonial 2 p.m. - 3 p.m. Jerry Black
This Community Group session will be all about you as a member or potential member of this community group. It will be a time of Q&A and sharing amongst ourselves as a community group. We will continue to explore what the Bible says about generosity and how this essential teaching should play out practically in both our personal and professional lives. We will consider what happens when we choose to live a generous life. To get the conversation going, selected members will briefly share how incorporating generosity into their client counsel has brought about lifetransformation for their clients and greater Kingdom impact. The idea for this session is to share collaboratively and synergistically.
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Advisors with Purpose (Canada) Community Group Meeting Augusta
2 p.m. – 3 p.m.
Jan Kupecz Advisors with Purpose is a network of Christian financial professionals in Canada committed to studying God’s financial wisdom, applying it to their own lives, and helping others do the same. We are pleased to have a group from Advisors with Purpose joining us at our 2011 Annual Conference. These advisors will gather together during this community group meeting for the purpose of networking and encouragement. Advisors joining us from Canada are welcome to attend.
J O U R N E Y F O R WA R D
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KINGDOMADVISORS.ORG
THURSDAY FEB.1 FEB FEB.17 1 THURSDAY, 3:15 PM Attorneys Community Group Meeting, Part 2 Wentworth (Ballroom Level) 3:15 p.m. – 4:15 p.m.
Merrill Lynch Community Group Meeting Olympic 3:15 p.m. - 4:15 p.m.
Ralph Ogden The goal of this meeting is to provide a forum for Kingdom Advisors attorneys, and other financial advisors who work with attorneys, to meet and get to know each other, share best practices, and to continue the process of sharpening the focus, organization, and direction of the group going forward. During our second meeting, we will facilitate a round-table sharing and discussion of topics and practices designed to grow our skills and Kingdom-mindedness in our practices as Christian attorneys.
Jeff Cave The Merrill Lynch Community Group seeks to connect conference attendees who work with Merrill Lynch. This community group meeting will feature best practices from Financial Advisors including open discussions on how to apply biblical principles in your practice, the use of Biblical Responsible Investing/ValuesBased Investing at Merrill Lynch, the benefits of KA Study Groups and Core Training, as well as a time for Q&A.
Biblically Responsible Investing Community Group Meeting Congressional 3:15 p.m. – 4:15 p.m. Dan Hardt The BRI Community Group helps investment advisors invest in a way “that seeks to please and glorify God as a vital act of worship.” In this year’s session we will review resources available to help advisors research stocks and mutual funds. In addition, we will hear about dozens of investment providers we can use to bring Biblically Responsible Investing into our practices. And, we willl review two “mission-based” investments. There are many resources available to the practitioner who cares about what happens “on the other end of our investment dollars.” Join us to learn more. This meeting is open to all conference attendees.
Emerging Advisors Community Group Meeting Colonial 3:15 p.m. – 4:15 p.m. Dan Westin
The Emerging Advisor Community Group is focused on bringing together developing Christian professionals within Kingdom Advisors, assisting them with support and resources to build and grow a Kingdom-focused practice. This community group’s conference session will include an overview of the group’s purpose, an explanation of how it will specifically serve and support its members, as well as a Q&A session with a panel of advisors who have successfully built Kingdom-focused practices.
Ameriprise Community Group Meeting Augusta 3:15 p.m. - 4:15 p.m. David Duff The Ameriprise - “Christian Franchise Advisor Network” (CFAN) - would like to invite all Ameriprise advisors to join us for a discussion of our mission and goals for 2011.
Morgan Stanley Smith Barney Community Group Meeting Suite 241 (2nd floor) 3:15 p.m. - 4:15 p.m. Brad Hulse The Morgan Stanley Smith Barney Community Group seeks to connect Kingdom Advisors members who work with Morgan Stanley Smith Barney. This community group meeting provides Morgan Stanley Smith Barney conference attendees an opportunity to gather together for a discussion on how we might grow our ranks in order to be a positive influence for Christ Jesus at our firm, as well as for our clients and our fellow employees. We will also discuss ways of networking and best practices. Any Morgan Stanley Smith Barney financial advisor is invited to participate in this meeting.
Wells Fargo Community Group Meeting Suite 245 (2nd floor) 3:15 p.m. - 4:15 p.m. Mark Pehrson The Wells Fargo team member network is looking to connect Kingdom Advisors members working at Wells Fargo Advisors. The member network group meeting will provide conference attendees an opportunity to gather together to discuss the goals and objectives of the next steps in organizing the group within Wells Fargo. Any Wells Fargo advisor is invited to attend this meeting.
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2011 KINGDOM ADVISORS ANNUAL CONFERENCE
QUA
QUALIFIED KINGDOM ADVISORS
TM
Qualified Kingdom Advisors™ are men and women who, in humility, have committed to serving the Lord for Kingdom purposes through their practices and delivering advice and counsel consistent with the values and priorities of a believer. Kingdom Advisors has created the Qualified Kingdom Advisor™ designation to provide assurance that a particular advisor has participated in the Kingdom Advisors education program, has met certain ongoing continuing education and ethics requirements, and has committed to incorporating biblical wisdom into his or her financial advice. Edward Joseph Aiello Wellington, FL
Luis V. Alvarado, MBA, CRPC AXA Advisors, LLC Miramar, FL
Brenda K. Ashworth, CFP® Financial Network Investment Corporation Albuquerque, NM
• Steven Austin Albright, CPA
Albright & Company LLC Knoxville, TN Jason Alexander, CRPC, CIMA Merrill Lynch Pittsford, NY
• Charles R. Ambroselli
Ronald Blue & Co. Smyrna, GA
Art Aube, EA, CFS, CFP® A&M Tax & Accounting Services, Inc. Athens, GA
Ronald W. Anderson, Jr. Wells Fargo Advisors Lincoln, NE
Steve P. August, CFP® JP Morgan Tulsa, OK
Scott K. Anderson Jr., CPA, CFP®, EA Newport Advisory LLC Newport Beach, CA
Daniel K. Bachman, CFP® Holmes Murphy Financial Services West Des Moines, IA
• Matthew R. Alexander, CFP®
Stewardship Wealth Management Overland Park, KS Charles L. Alfrey United Financial Services, Inc. Lake Worth, FL Stephen R. Allen, CPA/PFS Ray, Foley, Hensley & Company, PLLC Lexington, KY
George E. Andrews II, CFP® Ronald Blue & Co., LLC Santa Ana, CA Paul G. Anthes, CFP® Financial Advisory Corporation Grand Rapids, MI
• Joel V. Bailey, CLU, ChFC
Cambridge Legacy Group Fort Worth, TX Dan C. Baker, CFP® Northwestern Mutual Houston, TX • Newly qualified
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J O U R N E Y F O R WA R D
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KINGDOMADVISORS.ORG
™ Guy E. Baker, CFP®, MSFS, ChFC Baker Jensen Investment Advisors, LLC Irvine, CA
Paul F. Berry, CFP® The Covenant Group, Inc. Birmingham, AL
Elizabeth W. Blume The Blume Group, Inc. Overland Park, KS
Joseph C. Bantz, CFP® Foster Group West Des Moines, IA
Rodney L. Berry BBVA Compass Bank Birmingham, AL
Erik M. Boehm, CFA Ashdon Investment Management Chattanooga, TN
Ronald D. Bare, CFP® Bare Financial Services Inc. Atglen, PA Bradley C. Barnes, CFP® Morgan Stanley Smith Barney Bakersfield, CA • Sean Barrett
Cornerstone Wealth Advisors Carlsbad, CA • Scott A. Bass, CFP®, MBA
Bass Financial Solutions Rincon, GA Gregory W. Berg Merrill Lynch Houston, TX
Joel Beyer, Inc. Ramona, CA
Paul S. Bolen, CFP® Cornerstone Financial Strategies, LLC Summerville, SC
David F. Biffen Jr., CFP®, CLU, ChFC, MSFS Biffen Wealth Management West Chester, PA
Douglas D. Boring, CFP® LPL Wealth Advisors Granite Bay, CA
Joseph J. Bilello, ChFC Avanti Wealth Management Longwood, FL
Hugh H. Brantley South Carolina Christian Foundation Spartanburg, SC
• Joel Beyer
Jerry Black Legacy Planning Group, Inc. Suwanee, GA • Michael E. Blanton
Successful Financial Strategies Hendersonville, NC
• Elizabeth Brickman, CFP®, RLP
The Caring Advisor, Inc. Miami, FL Scott E. Broberg Strategic Financial Solutions San Diego, CA
• Newly qualified
When I Told Other Advisors I Was Going To Get Paid By Leading Charities To Educate Their Donors, They Just Laughed At Me... That was 15 years ago. Today, after over 40 leading charities have hired me and paid me to educate and build relationships with their best donors, nobody’s laughing. In fact, advisors across the United States and Canada are on waiting lists to become a part of The Donor Motivation Advisor Network. Are you ready? To rise above every advisor and: x Have quality charities seek you out as a respected and trusted consultant. x Have charities pay you to educate and build relationships with their best donors. x Establish you as The GoTo planned giving resource in your area.
Here’s what just two of the over 40 charities have to say about the program:
“It is well worth the investment! Everything is systematized. From the time we took this out of the box to our 1st charity presentation was 60 days.” Michael Glowacki, CPA, CFP Worth Magazine’s 100 Most Exclusive Wealth Advisors, Los Angeles, CA
“I brought The D onor Motivation Program™ to the Medical Center based on the experience we had 15 years ago with the United Way – I remember the successes. Your program was top of mind – whenever I think about planned giving, I think about your complete system.” William B. McCready, 30-year development experience, Director of Development, Alle-Kiski Medical Center Trust
“After a quarter of a century in development, I’ve seen it all. The Donor Motivation P rogram™ is the best planned giving program I’ve seen. I was blown away. We were very successful in our very first year. I’d highly recommend it.” Jon T. Trainor, 25-year development experience, Director of Development, Akron Museum Call (800) 281-1575 Today for Advisor Licensing Opportunity Kit. Hurry, areas are going quickly! Visit www.DonorMotivation.com to see why charities love this program.
PAGE: 39
2011 KINGDOM ADVISORS ANNUAL CONFERENCE
QUA
QUALIFIED KINGDOM ADVISORS
TM
David A. Brown, J.D. Brown & Streza, LLP Irvine, CA
John Cabiness Faith Financial Planners Latimore, NC
Wade Chessman Chessman Wealth Strategies Dallas, TX
Harry I. Brown, Jr., MA, MBA, CFPÂŽ Ison Brown Investments Sylacauga, AL
Jason D. Cain Houston, TX
Marty Chiu Vantaquest Seal Beach, CA
â&#x20AC;˘ Dominick J. Calderazzo, AIFÂŽ, RFCÂŽ
Robert G. Brown GarSpen Long-term Care Insurance, Inc. Ponte Vedra Beach, FL
Calton & Associates, Inc. Tampa, FL
Stephen C. L. Chong Arnold Matheny & Eagan, P.A. Orlando, FL
â&#x20AC;˘ Peter H. Calfee, CFPÂŽ, CPA, CLU, AEP
D. Max Bruce, ChFC DM Bruce Associates, L L C Overland Park, KS Stephen Bryant Crown Financial Ministries Anderson, SC James R. Buck, CFPÂŽ The Millennial Group Akron, OH
Calfee Financial Advisors, Inc. Chagrin Falls, OH Timothy E. Carlson, CRPCÂŽ Merrill Lynch Walnut Creek, CA Jeffrey J. Cave, CIMA Merrill Lynch Doylestown, PA
Mark R. Clark, CFPÂŽ Anchor Capital Management, LLC Bradenton, FL â&#x20AC;˘ Jody Clayton, CFPÂŽ
Signature Financial Solutions Tampa, FL Thomas G. Cloud Jr., CFPÂŽ, ChFC Eleven Two Fund Management Marietta, GA
â&#x20AC;˘ David J. Cereghino, CFM
Gary L. Busch, CFPÂŽ Busch Financial Planning Houston, TX
Merrill Lynch Walnut Creek, CA
Sam E. Clyatt, CLU, ChFC, AEP, CAP Eagle Strategies LLC Chattanooga, TN
â&#x20AC;˘ Newly qualified
Your clients just want access to their liquid funds.
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PAGE: 40
More money for ministry.
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J O U R N E Y F O R WA R D
â&#x20AC;¢
KINGDOMADVISORS.ORG
â&#x201E;¢ Michele A. Cole The Insight Team Overland Park, KS
Kenneth E. Cottingham Jr., CPA, CFP® Ronald Blue & Co, LLC Atlanta, GA
â&#x20AC;¢ J. Michael Cummins, CLU, ChFC, CAP
Michael R. Collie CFP®, AIF® Collie Financial Planning, Inc. Asheville, NC
Alan W. Cox, CPA Ronald Blue & Co., LLC Atlanta, GA
â&#x20AC;¢ Vern Cushenbery, CFA, CPA
Charles V. Collins, ChFC Capital Financial Group, LLC Chattanooga, TN
Steven T. Cox, CFA Providence Financial Advisors, LLC Overland Park, KS
â&#x20AC;¢ Joseph R. Daigneault, ChFC, CLU
Patrick D. Combs Morgan Stanley Southlake, TX
Timothy G. Creath, CLU, ChFC Creath Financial S. Barrington, IL
JoAnne Daudt , Esq. Christian Community Foundation Ft. Lauderdale, FL
John T. Cooke, CFP® Cooke Wealth Management, LLC Newport Beach, CA
Robert W. Crew, CFA, CFP® Triune Financial Partners Wichita, KS
Christopher F. Daunhauer, MEd, MBA, CFP® Trustwell Financial Advisors, LLC Jacksonville, FL
Judy L. Copenbarger, J.D. Comprehensive Financial Services Irvine, CA
Thomas A. Crow Crow Financial Advisors Albuquerque, NM
Eric S. Davis Integrity Bank & Trust Colorado Springs, CO
Leslie T. Corcoran, CFP® Family First Financial Planning Stuart, FL
William B. Crumrine Morgan Stanley Smith Barney Spring Grove, PA
William Davis Houston, TX
Florida United Methodist Children`s Home Enterprise, FL
Cush Capital Overland Park, KS
Daigneault & Associates Biddeford, ME
â&#x20AC;¢ Newly qualified
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PAGE: 41
2011 KINGDOM ADVISORS ANNUAL CONFERENCE
QUA
QUALIFIED KINGDOM ADVISORS
TM
Craig Dawson RDG Capital LLC Houston, TX
Duane L. Dollar, CFP®, ChFC, CASL, CFS RBC Wealth Management Houston, TX
John D. Dempsey, CLU, ChFC, MSFS Dempsey, Weiss & Associates Elmer, NJ
Kevin L. Doss Balanced Asset Management Westlake, OH
Henry Dennard, CFP®, RFC Henry Dennard Personal Financial Planning Tyler, TX
Kenneth F. Downer, CFP®, CPA Kenneth Frenke & Co. Arden, NC
Bradley B. Dennison, CFA Merrill Lynch Houston, TX
Ann Jones Druary CFRE Star of Hope Mission Houston, TX
Jason M. Deshayes, CPA Robert Butler, CPA PC Albuquerque, NM
• Ray Duenas
Paul E. Dillman, CPA P&L Accounting & Tax Service, LLP Oak Forest, IL
• David A. Duff, CFP®
Stewardship Advisory Group Orlando, FL
• Dale S. Ditto, CFP , CRPC ®
®
Hilliard Lyons Lexington, KY
Evans, GA
Zanese B. Duncan, Enrolled Actuary Norcross, GA Daniel A. Dunham, CRPC Waddell & Reed Financial Services Beaverton, OR Robert A. Ebert J.D., RFC, CSA Ebert Associates Santa Ana, CA Ronald Eckloff, CFP® Securities America Kearney, NE Steve Ellis Seasons Financial Group, LLC Tulsa, OK Carl Emerick, CFP®, CPA, PFS Sentinel Wealth Management, Inc. Reston, VA
Eric L. Dunavant, CFP® Dunavant Wealth Management Group Mandeville, LA • Newly qualified
Faith Comes By Hearing®
“Go and make disciples of all nations...”
But how can every tribe, nation and tongue become disciples of Christ when one-half of the world does not read? Audio Bibles. The mission of Faith Comes By Hearing is to reach poor and illiterate people worldwide with the Word of God in audio, discipling them in their mother tongue. Our commitment is to record Audio New Testaments for every people group and to start Audio Bible listening programs for the world’s oral majority so that they can experience the hope and salvation of Jesus Christ. Listening programs are taking place in villages and churches on every continent. Now, with the Audio Bible available through internet streaming and cell phone apps, people are listening on computers and on their phones, even in the poorest, most sensitive, and hard to reach countries.
Visit us at Booth #1 and pick up your FREE Audio New Testament. Hosanna | 800.545.6552 | FaithComesByHearing.com
PAGE: 42
J O U R N E Y F O R WA R D
â&#x20AC;˘
KINGDOMADVISORS.ORG
â&#x201E;˘ Neal Engwall, CFPÂŽ, CLU, ChFC, RHU, FICF, QKA Mangrove Financial Group St. Petersburg, FL
Vance M. Feiler Doraine Wealth Management Corpus Christi, TX
D. Reed Freeman D. Reed Freeman Investment Services, Inc. Cedartown, GA
Loran J. Filson, CFPÂŽ Financial Advisory Corporation Grand Rapids, MI
Gregory C. Freeman, JD, CLU, ChFC Strategic Stewardship, Inc. Woodstock, GA
Warren K. Fish, Christian Financial Planning Services North Canton, OH
Brett W. Freese, CFPÂŽ TrustWell Financial Advisors Jacksonville, FL
Suzanne D. Fails, CPA, CFP Sugar Land, TX
Meredith E. Flautt, Jr. Flautt Financial, Inc. Nashville, TN
Kenneth B. Frenke, CFPÂŽ Kenneth Frenke & Co. Arden, NC
T. Randall Fairfax, CFPÂŽ Highland Consulting Associates, Inc. Cleveland, OH
James W. Fogal, CFPÂŽ, ChFC Fogal Financial Group Auburn, AL
â&#x20AC;˘ David J. Frizzell, CFPÂŽ
Terry P. Ford, CFPÂŽ Strategic Stewardship Woodstock, GA
â&#x20AC;˘ Joseph B. Frost, MBA, AAMS
Terry Evearitt Abundant Stewardship Group Lancaster, PA Philip J. Face, CFPÂŽ Ameriprise Financial Advisors, Inc. Arden Hills, MN ÂŽ
â&#x20AC;˘ Matthew J. Fannin, CFPÂŽ, ChFC
Ameriprise Financial Santa Rosa, CA â&#x20AC;˘ Mark Farwell, CFPÂŽ
Farwell Investment Group Sleepy Hollow, IL
Raymond James Financial Services Birmingham, MI
Raymond James Financial Services Knoxville, TN
Terence A. Foster, CFA, MBA Hawthorn Woods, IL
Stuart Funke, CFPÂŽ, CIC, CSA Family Wealth Institute, Inc. Lake Oswego, OR â&#x20AC;˘ Newly qualified
ZERO TAX PLANNING INSTITUTE
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www.ZeroTaxPlan.com PAGE: 43
2011 KINGDOM ADVISORS ANNUAL CONFERENCE
QUA
QUALIFIED KINGDOM ADVISORS
TM
Lynn R. Garrison, PE, CFPÂŽ Legacy Wealth Partners, LLC Overland Park, KS
Loreen M. Gilbert, CRC, CLTC WealthWise Financial Services Irvine, CA
â&#x20AC;˘ John A. Grant, Jr., JD
Jordan C. Gary, CFPÂŽ Investment and Asset Planning, LLC Wichita Falls, TX
Dennis R. Gillard, CPA/PFS Gillard Financial Solutions Winter Garden, FL
â&#x20AC;˘ Eric F. Green, CPA, CFPÂŽ, AIFÂŽ
Charlie Gavit, CFPÂŽ PNC Investments Indianapolis, IN
Joshua P. Gilliam Gilliam, Mease, & Associates, LLC Louisville, KY
Raymond Floyd Green, CFPÂŽ Cornerstone Wealth Management Raleigh, NC
John C. Gay, CFPÂŽ Frisco Financial Planning, LLC Frisco, TX
Benjamin Crawford Glover Banyon, Rock, And Talent Durham, NC
Steven R. Green Green Wealth Management Placerville, CA
Ernest T. George III, CFPÂŽ, CLU Wealth Strategies Group, LLC Starkville, MS
B. Scott Goldsmith Everday Steward, A Division Of Ronald Blue & Co., LLC Indianapolis, IN
Daniel R. Grover Ronald Blue & Co., LLC Waxhaw, NC
Charles L. Germany, CFPÂŽ, CPA, PFS Ronald Blue & Co., LLC Atlanta, GA Terry Geter Lake Wealth Group Clermont, FL
Grant Law Group Tampa, FL
Purpose Financial Advisors, LLC Spokane, WA
Donna Whitson Guinn CrossBridge Wealth Management & Benefits Group Johnson City, TN
Stewart E. Good, CPA Good Financial Services, LLC Greenville, SC Loran F. Graham Graham Financial Planning, LLC Spokane, WA
ÂŽ â&#x20AC;˘ Joanie Halfaker, CPA, CFP
Clarity for Women Tampa, FL
â&#x20AC;˘ Newly qualified
Focus on the Family is working to strengthen and nurture families. ÂŽ
The Gift & Estate Planning team at Focus on the Family is here to help you make a positive investment in the lives of others. Contact us today for creative giving ideas to help families thrive. Come by booth five to learn more. VISIT )RFXV2Q7KH)DPLO\ FRP JLIWSODQQLQJ CALL
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PAGE: 44
J O U R N E Y F O R WA R D
•
KINGDOMADVISORS.ORG
™ Debra D. Hallauer, J.D., LLM Hallauer Law Office, LLC Leawood, KS
Mark R. Hanson, ChFC Hanson Financial Services, LLC Naperville, IL
Kathleen D. Hayes, CIMA, CRPC, CPWA Merrill Lynch Houston, TX
Michael A. Halvorsen MS, CFP®, CEBS Asset Planning Services, Ltd. Harleysville, PA
Michael A. Hanson The Hanson Financial Group, Inc. Peoria, IL
Dale A. Hearn, CFP®, ChFC Strategic Financial Advisors Houston, TX
William A. Hammer, CFP®, PFS, CFS Hammer Wealth Management Strategies Colorado Springs, CO
Daniel L. Hardt CLU, ChFC, CFP®, AAMS, CFCA® Dan Hardt Financial Services Louisville, KY
Joseph D. Helms, CFP® Ronald Blue & Co., LLC Bothell, WA
Stephen H. Hammond Christian Values Investing, Inc. Statesboro, GA James C. Hanna, CFP®, MBA Ameriprise Financial Services, Inc. Topeka, KS Bryan S. Hanning Insight Wealth Strategies, LLC Wichita, KS M. Lauree Hanson, CFA Eagle Point Asset Management, Inc. Branson, MO
Joseph L. Harkins, Jr., CFP®, CLU, PPC, AIF, MA The Harkins Group Newry, PA • Emerson Hartzler, MBA
Triune Financial Partners Overland Park, KS Jennifer Harvey Wells Fargo Investments Houston, TX
Henry A. Henegar Chattanooga Christian Community Foundation Chattanooga, TN Steven Henningson, CIMA SageView Advisory Group Irvine, CA Lyle E. Hershey, CFP®, CLU Master`s Advisors, Inc. Lancaster, PA • Barry G. Hickey, AAMS
Ross Haycock, CFP®, CRPC Summit Wealth Group Colorado Springs, CO
Eagleflight Wealth Management LLC Muncie, IN • Newly qualified
PAGE: 45
2011 KINGDOM ADVISORS ANNUAL CONFERENCE
QUA
QUALIFIED KINGDOM ADVISORS
TM
C. Theodore Hicks II, CFP® Ameriprise Financial / Hicks & Associates Cary, NC George M. Hiller, JD, LLM, MBA, CFP George M. Hiller Companies, LLC Atlanta, GA
®
J. Lynn Hinds Lighthouse Financial, LLC Broomfield, CO • Joe E. Hines, Jr., CFP®
Global View Investment Advisors, LLC Greenville, SC • David D. Hiskey
David D. Hiskey, A Professional Corporation Placentia, CA David E. Hitchcock, CFP®, CFCA, ChFC, CLU Northtown Capital Strategies Spring Lake Park, MN Karen Ho, CFP® Nationwide Houston, TX
PAGE: 46
Linda S. Hodges, CLU, ChFC, CFP® Jacksonville, FL Daniel L. Hoelscher, CFP® Fort Loramie, OH Cleo W. Holder, CFP® Shoemaker Financial Advisors Newburgh, IN Danielle Howard Howard Financial Resources Basalt, CO • John Howard, CPA, JD, CFP®
Resource Planning Group, Ltd. Sandy Spirngs, GA Geoffrey S. Huber, CFP®, ChFC, CFBS, CLU Triune Financial Partners, LLC Overland Park, KS • Brad Hulse, CIMA, CFP®, CAP
Morgan Stanley Smith Barney Indianapolis, IN Steven D. Humphrey, CFP® George M. Hiller Companies, LLC Atlanta, GA
C. Annie Hung-Scanga, CPA, MBA ATO Capital, LLC Ridgewood, NJ Jess W. Hurst II, CFP® The Millennial Group Akron, OH Ryan L. Ingram Merrill Lynch Houston, TX Derek V. Irish, CFP® Ronald Blue & Co., LLC Houston, TX Lawrence E. Jacobs, CFS Jacobs Wealth Management Bridge City, TX Terri M. Jarrell, CPA Strathy Hall Investments, Inc. Richmond Hill, GA Jefferey R. Jaworski, CFP® Triune Financial Partners, LLC Overland Park, KS • Newly qualified
J O U R N E Y F O R WA R D
•
KINGDOMADVISORS.ORG
™ Tim Jenkins, CFP® Jenkins Wealth Management Peterborough, ON
Alan Johnston, CFP®, ChFC Johnston, Stuart & Associates Chattanooga, TN
Mark A. King Long Term Care Financial Partners Hinckley, OH
Ben L. Jennings, CPA/PFS, CFP® Soundview Advisors Olympia, WA
Michael L. Jones, ChFC, CFP®, MSFS Lifetime Financial Solutions, Inc. Louisville, KY
Richard D. King, CPA Richard D. King, CPA San Marcos, CA
Michael J. Jette, CFP®, ChFC, CLU Carroll Financial Associates Charlotte, NC
Jeffrey A. Jordan, EA Jordan Hatfield, LLC Spokane, WA
Aaron C. Klopfenstein Ronald Blue & Co., LLC Indianapolis, IN
John Jay John, CFP®, ChFC® Faith Financial Planners Fallston, MD
J. Mark Joseph, CFP®, CPA, ChFC, PFS, CLU Sentinel Wealth Management, Inc. Reston, VA
Aaron L. Johnson, CFA, CFP® Simplifinancial Phoenix, AZ
Gary D. Jurden, CFP®, CRPC Ameriprise Financial Services, Inc. Eugene, OR
Kip Kolson Family Wealth Leadership Irvine, CA
Gunnar S. Johnson Gateway Church Southlake, TX
Richard S. Kasel, Jr. Kingdom Advisors Moorpark, CA
Paul V. Kraus, CPA Ronald Blue & Co., LLC Orlando, FL
W. Scott Kiesel, CFP® Ronald Blue & Co., LLC Indianapolis, IN
Gary B. Krings Morgan Stanley Smith Barney Fairway, KS
• Mark D. Johnson, CFP®
Fountain Financial Group, Inc Fountain Hills, AZ
• Jerry Klosterboer, CFP®
First Allied Securities Zephyr Cove, NV
• Newly qualified
0MTX NWZ VW_ PWXM NWZ M\MZVQ\a The Great Commission Foundation works to help our ministry partners fulfill their giving passions through biblically based stewardship planning. We help them see how they can use appreciated assets to continue their support of the ministry long after they’ve gone home to be with the Lord. For information, contact one of our Gift & Estate Design Team Specialists today. : 800-449-5454
: info@gcfccc.org
Campus Crusade for Christ International®
PAGE: 47
2011 KINGDOM ADVISORS ANNUAL CONFERENCE
QUA
QUALIFIED KINGDOM ADVISORS
TM
Kyle E. Krull, J.D., CFP® Law Offices of Kyle E. Krull, P.A. Overland Park, KS
Crystal Langdon, CFP® Crystal Clear Finances, Inc Albany, NY
Don R. Kuhn Estate Equities Fallbrook, CA
David C. Laurion, CFP® Raymond James Financial Services, Inc. Arden Hills, MN
Maria J. Kuitula Wordhouse Wealth Coaching Grand Rapids, MI
Robert W. Law, CFP® Creative Financial Group, Ltd. Atlanta, GA
John C. Lindsey, CFP® Edward Jones Simi Valley, CA
Hilgardt W. Lamprecht Significant Wealth Management Orlando, FL
Rick Laymon Beacon Wealth Consultants, Inc Roanoke, VA
Marie W. Liu, CFP® Ameriprise Financial Fullerton, CA
Nick C. Landers, CPA Hinkle & Landers, PC Albuquerque, NM
John Leavitt Legacy Business Group Lake Worth, FL
® • Jonathan T. Locklear, CFP
Kenneth J. Landgraf Kenjol Capital Management, LLC Austin, TX
Carter B. LeCraw, CFP® American Values Investment, Inc. Johnson City, TN
• Allen B. Lorenzi, CIMA
Damon Lane, CLU, ChFC, IAR Lane Financial Management, Inc. Woodland Park, CO
David M. Lee David M. Lee, PC Houston, TX
Bruce T. Leonard Attorney Bruce T. Leonard & Associates, LLC Cumming, GA • Christopher A. Lewis, CFP®, CRPC®
Merrill Lynch Doylestown, PA
Snyder Financial Group Tampa, FL
ABL Wealth Mgmt, Inc. Scottsdale, AZ Ralph E. Luchterhand, CFP® Ameriprise Financial Services West Linn, OR • Newly qualified
EXPLORE
Your Halftime Journey We’ve all heard on airplanes that “if the cabin loses air pressure put on your own mask first before assisting others”. This is equally true for advisors helping successful clients through mid-life transition. The Halftime Ministry invites you to attend our Thursday 11:15 a.m. breakout session with Lloyd Reeb, author of Success to Significance, where you can explore your own Halftime Journey. The peace and fulfillment of moving closer to God’s call for your second-half will enable you to better assist clients who want to move from success to significance. Visit our booth for a free Halftime book.
Booth 2 PAGE: 48
J O U R N E Y F O R WA R D
•
KINGDOMADVISORS.ORG
™ • Timothy E. Luther, CRPC®
Luther, McFarland, Kuehner & Associates New Prague, MN
Jeffery W. Masters Jeffery W. Masters & Associates Ft. Lauderdale, FL
James F. MacGillivray, CFP® Mgm Ltd. Company Albuquerque, NM
Wade Mattingly Northwestern Mutual Houston, TX
Mary O. Mahoney, CFP® MGM Ltd Company Albuquerque, NM
A. Michael Mayernick II, CFP® Northwestern Mutual Wealth Management Company Nashville, TN
• Francis Matthew Manella, CFP®
Haddonfield, NJ
• William J. McAvinney III
James M. Mars, CFP® Holmes Murphy Financial Services West Des Moines, IA Monique Marshall Marshall & Associates Financial Services, Inc. Santa Ana, CA
McAvinney And Associates Fredericksburg, VA Michael C. McCord, CFA, CFP®, CLU McCord Capital Management, Inc. Dade City, FL • Rachel McDonough, CFP®
Raymond James Arden Hills, MN
B. Faith Martzin Warren & Martzin, LLC Greenville, SC
• John M. McIntosh, CFP®, CRPC®
Don McKinley Portland, OR Charles J. McLucas, Jr., CPA/PFS Charitable Trust Administrators, Inc. Tustin, CA Arthur H. McQueen McQueen Law Firm, P.C. Spartanburg, SC Mary Kruit McWilliams, J.D. Burke, Warren, Mackay & Serritella, P.C. Chicago, IL Michael A. Meagher, CFA Inroads Capital Management LLC Houston, TX Eric J. Mello, MBA, IAR Daintree Advisors LLC Boston, MA J. David Meredith, J.D. The Law Office of J. David Meredith The Woodlands, TX
Hilliard Lyons Lexington, KY
When considering a real estate sponsor, you want a company that is attentive, decisive, reliable. More than anything, you want a company that will help achieve dependable return on investment.
At Hartman, we’ve posted superior returns for the last 28 years, gaining knowledge and experience while establishing ourselves as the real estate sponsor of choice. Over the past 10 years, our performance averages impressive returns ranging 12-15% IRR.
• Newly qualified
Now you’re facing a future filled with uncertainty. The one thing that is certain is that Hartman will be there to provide an unparalleled level of support for your real estate investments.
Hartman. We’re not just about real estate. We’re about results.
Call 800-880-2212 www.hi-reit.com
For Broker/Dealer Use Only. Not For Public Use.
PAGE: 49
2011 KINGDOM ADVISORS ANNUAL CONFERENCE
QUA
QUALIFIED KINGDOM ADVISORS
TM
Robert E. Merwin, RFC OMNI Financial & Insurance Services Scottsdale, AZ
John W. Moore John Moore & Associates, Inc. Albuquerque, NM
Larry Nault Nault Financial Group Englewood, CO
Jennifer W. Migdal, CFP® Forthright Financial Planning LLC Albuquerque, NM
W. David Moore, PhD., CFP® Arkansas Baptist Foundation Little Rock, AR
G. Wayne Neill, CPA/PFS, CFP® Financial Network Scottsdale, AZ
R. Hal Moorman, J.D. Moorman, Tate, Moorman, Urquhart, Haley, LLP Brenham, TX
Anissa M. Nelson, CPA, CFP® Anissa Nelson, CPA, PC Blue Springs, MO
• Frank Migliazzo, CIMA, CFP®
Merrill Lynch Auburn Hills, MI Timothy A. Milks Milks & Associates, Inc. Greenville, SC
• Eric W. Muchmore, CFM
Merrill Lynch Morristown, NJ
Byron L. Nelson, CFP® Ronald Blue & Co., LLC Santa Ana, CA
Michael W. Miller, CFP® PlanFIRST, Inc. Greenville, SC
James P. Mullinix, ChFC, CLU Triune Financial Partners, LLC Overland Park, KS
Joseph W. Nelson, MBA, CFP® Stewardship Investments Bagley, MN
Steve C. Miller UBS Financial Services, Inc. Naples, FL
Gary A. Nagel, RFC Wealth Management Group of Kansas City Overland Park, KS
Curtis W. Neuman Financial Security Group, Inc. Ocala, FL
Joseph H. Mitchiner, Attorney Mitchiner Law Firm, PLLC Raleigh, NC
Roger C. Nagel, CPA, CMA Roger C. Nagel, CPA, LLC Albuquerque, NM
John W. Newhouser, CRPC John Newhouser & Co. Cypress, TX • Newly qualified
PAGE: 50
J O U R N E Y F O R WA R D
•
KINGDOMADVISORS.ORG
™ James K. Nichols Financial Planning Resources, Inc. Tulsa, OK
Michelle Ogden, CFP® Michelle Ogden & Company LLC Winter Park, FL
William E. Palmer, Jr., CPA, CFP®, PFS, CLU Allegiance Wealth Management, Inc Woodstock, GA
Cathy A. Norris, CFP®, CLTC, CRPC® Ameriprise Financial Services, Inc. Oldsmar, FL
Steven E. Opdahl, CPA/PFS Strategic Financial Concepts St. Louis Park, MN
Karen A. Parisian, CRPC Luther, McFarland, Kuehner & Associates Minnetonka, MN
Michael D. Novak, CFP® Integrity Life Planning & Financial Services Lancaster, PA
H.B. “Buck” Orr Orr Financial, LLC Tampa, FL
• Chris Parker, CFP®
Oscar Lee Nugent MBA, RFC, QKA Wealth Management & Planning Group Slidell, LA
Christina M. Osborne, CFP® Wealth Design Group Houston, TX
• Hoby D. Pearce, CFP®
William C. O`Connor, CFP®, EA, ATA Applied Financial Planning, Inc. Irvine, CA
Pamela L. Otten Sheboygan, WI
• Nicole L. Pearson, CFS
OnTrack Financial Planning, LLC Venice, FL
Alliance Advisory & Securities, Inc Westlake Village, CA
Financial Dimensions Group, Inc. New Brighton, MN
Edward Jones Woodstock, GA
Daniel R. Owens, CPA/PFS, CFP®, CMFC, CRPC Owens Financial Group, Inc. Rome, GA
Adam B. Obrecht, CFP® A.O. Wealth Advisory Waukee, IA
Ray V. Padron, CPA, CFP®, CIMA, PFS Brightworth Atlanta, GA
• Ken O`Leary, AAMS
J.D. Pellecchia, CFP®, CIMA® Pellecchia Financial Services Tampa, FL Arlin L. Penner, CIMA, ChFC, CLU, CAP Fullerton, CA
• Newly qualified
Visit us at Booth #28 for the chance to win a 0/& t4 (14
Let us consider how we may spur one another on toward love and good deeds. - Hebrews 10:24
BE NEXT 877.721.6398 www.nextfinancial.com jglenney@nextfinancial.com
NEXT Financial Group, Inc. 2500 Wilcrest Drive, Suite 620, Houston, TX 77042 Member FINRA/SIPC
PAGE: 51
2011 KINGDOM ADVISORS ANNUAL CONFERENCE
QUA
QUALIFIED KINGDOM ADVISORS
TM
Jay Peroni, CFPÂŽ Faith-Based Investor Mt Pleasant, SC
Bruno E. Pouliot, CRPC Lincoln Financial Group Sunrise, FL
R. Scott Pyle Raymond James Myrtle Beach, SC
Edward Jones Fort Wayne, IN
Dixie L. Powell, CPA, CFPÂŽ Dixie L. Powell & Company, CPA, PA Vero Beach, FL
Scott R. Rahn Wells Fargo Advisors, LLC Spokane, WA
M. Tim Philpot, MBA, CPA, PFS Preservation Financial, LLC Hurst, TX
W. Hoagan Powell, CFPÂŽ Wallstreet Texas St George, UT
Vincent J. Ramirez Ramirez & Rains Chicago, IL
Martin L. Pierce Martin L. Pierce, Attorney at Law Chattanooga, TN
Larry H. Powell, CFA, MBA Mission Hills, KS
Risher Randall Morgan Stanley Smith Barney Houston, TX
â&#x20AC;˘ Paul W. Phillips, CFPÂŽ
James A. Powers, CFPÂŽ, CRPC Lincoln Financial Advisors Overland Park, KS
Lon E. Pishny, CFPÂŽ Pishny Financial Services, L.C. Garden City, KS â&#x20AC;˘ Brandon K. Pope, CPA/PFS, CFPÂŽ, CLUÂŽ Bernstein Global Wealth Management Dallas, TX
Renee M. Porter-Medley CFPÂŽ Key Private Bank Fort Myers, FL
Cindy Price, CFPÂŽ Price Financial Services Altamonte Springs, FL William R. Prichard American Benefit Consultants Fenton, MO
Randy Reed, CPA Reed & Company, CPAs Boca Raton, FL James W. Regitz, Jr., ChFC Newport Advisory, LLC Newport Beach, CA Gregory A. Reid, CIMA Telemus Capital Management Houston, TX
Hunter M. Pugh, CFPÂŽ Ronald Blue & Co., LLC Charlotte, NC
â&#x20AC;˘ Newly qualified
$RIVE WITH CONl DENCE â&#x2013; #OMBINING MORE THAN A CENTURY OF STABILITY WITH CUSTOMIZED SOLUTIONS AND STRONG SALES SUPPORT THE /NE!MERICAÂŽ COMPANIES GIVE YOU THE CONFIDENCE THAT COMES WITH LONGEVITY PARTNERSHIP AND FINANCIAL STRENGTH
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0RODUCTS AND FINANCIAL SERVICES PROVIDED BY
/NE!MERICAÂŽ COMPANIES )NDIANAPOLIS )NDIANA \ WWW ONEAMERICA COM *Ă&#x20AC;Â&#x153;`Ă&#x2022;VĂ&#x152;Ă&#x192;Ă&#x160;>Â&#x2DC;`Ă&#x160;vÂ&#x2C6;Â&#x2DC;>Â&#x2DC;VÂ&#x2C6;>Â?Ă&#x160;Ă&#x192;iĂ&#x20AC;Ă&#x203A;Â&#x2C6;ViĂ&#x192;Ă&#x160;Â&#x153;vviĂ&#x20AC;i`Ă&#x160;Ă&#x152;Â&#x2026;Ă&#x20AC;Â&#x153;Ă&#x2022;}Â&#x2026;Ă&#x160;Ă&#x152;Â&#x2026;iĂ&#x160;"Â&#x2DC;i Â&#x201C;iĂ&#x20AC;Â&#x2C6;V>Ă&#x160; Â&#x2C6;Â&#x2DC;>Â&#x2DC;VÂ&#x2C6;>Â?Ă&#x160;*>Ă&#x20AC;Ă&#x152;Â&#x2DC;iĂ&#x20AC;Ă&#x192;]Ă&#x160; Â&#x2DC;V°]Ă&#x160;v>Â&#x201C;Â&#x2C6;Â?Ă&#x17E;Ă&#x160;Â&#x153;vĂ&#x160;VÂ&#x153;Â&#x201C;ÂŤ>Â&#x2DC;Â&#x2C6;iĂ&#x192;°Ă&#x160;-iVĂ&#x2022;Ă&#x20AC;Â&#x2C6;Ă&#x152;Â&#x2C6;iĂ&#x192;Ă&#x160; Â&#x153;vviĂ&#x20AC;i`Ă&#x160;Ă&#x152;Â&#x2026;Ă&#x20AC;Â&#x153;Ă&#x2022;}Â&#x2026;Ă&#x160;"Â&#x2DC;i Â&#x201C;iĂ&#x20AC;Â&#x2C6;V>Ă&#x160;-iVĂ&#x2022;Ă&#x20AC;Â&#x2C6;Ă&#x152;Â&#x2C6;iĂ&#x192;]Ă&#x160; Â&#x2DC;V°]Ă&#x160; iÂ&#x201C;LiĂ&#x20AC;Ă&#x160; - ]Ă&#x160;- * ]Ă&#x160;>Ă&#x160;,i}Â&#x2C6;Ă&#x192;Ă&#x152;iĂ&#x20AC;i`Ă&#x160; Â&#x2DC;Ă&#x203A;iĂ&#x192;Ă&#x152;Â&#x201C;iÂ&#x2DC;Ă&#x152;Ă&#x160; `Ă&#x203A;Â&#x2C6;Ă&#x192;Â&#x153;Ă&#x20AC;]Ă&#x160;"Â&#x2DC;iĂ&#x160; Â&#x201C;iĂ&#x20AC;Â&#x2C6;V>Â&#x2DC;Ă&#x160; -ÂľĂ&#x2022;>Ă&#x20AC;i]Ă&#x160; Â&#x2DC;`Â&#x2C6;>Â&#x2DC;>ÂŤÂ&#x153;Â?Â&#x2C6;Ă&#x192;]Ă&#x160; Ă&#x160;{Ă&#x2C6;Ă&#x201C;nĂ&#x201C;]Ă&#x160;ÂŁÂ&#x2021;nĂ&#x2021;Ă&#x2021;Â&#x2021;Ă&#x201C;nxÂ&#x2021;Ă&#x17D;nĂ&#x2C6;Ă&#x17D;°Ă&#x160;"Â&#x2DC;i Â&#x201C;iĂ&#x20AC;Â&#x2C6;V>Ă&#x160;-iVĂ&#x2022;Ă&#x20AC;Â&#x2C6;Ă&#x152;Â&#x2C6;iĂ&#x192;Ă&#x160;Â&#x2C6;Ă&#x192;Ă&#x160;>Ă&#x160;Ă&#x153;Â&#x2026;Â&#x153;Â?Â?Ă&#x17E;Ă&#x160;Â&#x153;Ă&#x153;Â&#x2DC;i`Ă&#x160;Ă&#x192;Ă&#x2022;LĂ&#x192;Â&#x2C6;`Â&#x2C6;>Ă&#x20AC;Ă&#x17E;Ă&#x160;Â&#x153;vĂ&#x160; Â&#x201C;iĂ&#x20AC;Â&#x2C6;V>Â&#x2DC;Ă&#x160; 1Â&#x2DC;Â&#x2C6;Ă&#x152;i`Ă&#x160; Â&#x2C6;viĂ&#x160; Â&#x2DC;Ă&#x192;Ă&#x2022;Ă&#x20AC;>Â&#x2DC;ViĂ&#x160; Â&#x153;Â&#x201C;ÂŤ>Â&#x2DC;Ă&#x17E;Ă ]Ă&#x160;Ă&#x153;Â&#x2026;Â&#x2C6;VÂ&#x2026;Ă&#x160;Â&#x2C6;Ă&#x192;Ă&#x160;>Ă&#x160;"Â&#x2DC;i Â&#x201C;iĂ&#x20AC;Â&#x2C6;V>Ă Ă&#x160;VÂ&#x153;Â&#x201C;ÂŤ>Â&#x2DC;Ă&#x17E;°Ă&#x160; IĂ&#x160; Ă&#x160;Ă&#x192;Ă&#x152;Â&#x153;VÂ&#x17D;Ă&#x160;Ă&#x192;Ă&#x2022;LĂ&#x192;Â&#x2C6;`Â&#x2C6;>Ă&#x20AC;Ă&#x17E;Ă&#x160;Â&#x153;vĂ&#x160; Â&#x201C;iĂ&#x20AC;Â&#x2C6;V>Â&#x2DC;Ă&#x160;1Â&#x2DC;Â&#x2C6;Ă&#x152;i`Ă&#x160; Ă&#x2022;Ă&#x152;Ă&#x2022;>Â?Ă&#x160; Â&#x2DC;Ă&#x192;Ă&#x2022;Ă&#x20AC;>Â&#x2DC;ViĂ&#x160; Â&#x153;Â?`Â&#x2C6;Â&#x2DC;}Ă&#x160; Â&#x153;Â&#x201C;ÂŤ>Â&#x2DC;Ă&#x17E; ^Ă&#x160;Ă&#x201C;ääĂ&#x2C6;Ă&#x160;"Â&#x2DC;i Â&#x201C;iĂ&#x20AC;Â&#x2C6;V>Ă&#x160; Â&#x2C6;Â&#x2DC;>Â&#x2DC;VÂ&#x2C6;>Â?Ă&#x160;*>Ă&#x20AC;Ă&#x152;Â&#x2DC;iĂ&#x20AC;Ă&#x192;]Ă&#x160; Â&#x2DC;V°Ă&#x160; Â?Â?Ă&#x160;Ă&#x20AC;Â&#x2C6;}Â&#x2026;Ă&#x152;Ă&#x192;Ă&#x160;Ă&#x20AC;iĂ&#x192;iĂ&#x20AC;Ă&#x203A;i`°Ă&#x160;"Â&#x2DC;i Â&#x201C;iĂ&#x20AC;Â&#x2C6;V>Ă Ă&#x160;>Â&#x2DC;`Ă&#x160;Ă&#x152;Â&#x2026;iĂ&#x160;"Â&#x2DC;i Â&#x201C;iĂ&#x20AC;Â&#x2C6;V>Ă&#x160;L>Â&#x2DC;Â&#x2DC;iĂ&#x20AC;Ă&#x160;>Ă&#x20AC;iĂ&#x160;>Â?Â?Ă&#x160; Ă&#x20AC;i}Â&#x2C6;Ă&#x192;Ă&#x152;iĂ&#x20AC;i`Ă&#x160;Ă&#x152;Ă&#x20AC;>`iÂ&#x201C;>Ă&#x20AC;Â&#x17D;Ă&#x192;Ă&#x160;Â&#x153;vĂ&#x160;"Â&#x2DC;i Â&#x201C;iĂ&#x20AC;Â&#x2C6;V>Ă&#x160; Â&#x2C6;Â&#x2DC;>Â&#x2DC;VÂ&#x2C6;>Â?Ă&#x160;*>Ă&#x20AC;Ă&#x152;Â&#x2DC;iĂ&#x20AC;Ă&#x192;]Ă&#x160; Â&#x2DC;V°
PAGE: 52
Visit us at Booth 30
J O U R N E Y F O R WA R D
•
KINGDOMADVISORS.ORG
™ David S. Reinders, CFP® Stevenson Ranch, CA Eric J. Reinhold, CFP®, MBA Academy Wealth Managment Maitland, FL Kristen Davis Rhyne, CFP® Sharon, SC John E. Richardson, Jr., CPA, CFP® Strongtower Financial Escondido, CA Mark T. Riefer Level Paths Investment Advisers Rolla, MO • Arthur R. Riley, Jr., CFP®, CASL
MetLife Resources Overland Park, KS
James E. Roach, ChFC Greenville, SC Clifford Robello CMR Financial Advisors Honolulu, HI
Andrew J. Roberts, CFP® Financial Advisory Corporation Grand Rapids, MI
Jon M. Rogers, Ph.D., CLU, ChFC Rogers Financial Group, LLC Greenville, SC
William F. Robertson, CFP® William F. Robertson & Associates Ft. Worth, TX
James Rook, Ph.D. PlanFIRST, Inc. Greenville, SC
Rebecca A. Robins CPA/PFS, CFP® Newhall, CA
Donald W. Roork, CFP® Asset Dynamics Toledo, OH
Jeffry L. Robinson, CFP®, EA Family Financial Services Burnsville, MN Miguel J. Rodriguez CPA/PFS Rodriguez, Kinzbrunner & Company LLP Plantation, FL
Bob Ross, CFP® Integrity Financial Services, Inc. Independence, OH Barrett Rouse, CFP® Pin Oak Investment Advisors Houston, TX
• Osmundo M. Rodriguez, AAMS
UBS International Miami, FL
Harold E. Rumsey, CFP®, CPA, MS Boise, ID
Jeff Rogers, CLSA, CEP The Stewardship Alliance, LLC Ocoee, FL
David W. Ruths Jr., CFP® IPI Wealth Management Chicago, IL
• Newly qualified
Are you asking the fourth question?
When working with your clients, you ask about investment suitability, time horizon and objectives. At MMA Praxis Mutual Funds, we suggest an important fourth question: Do your clients want their values considered in your investment recommendations? Help your clients engage their faith and values. To learn more, visit the MMA Praxis Mutual Funds booth or call (800) 503-0905.
This information is for broker-dealer use only. It may not be reproduced or shown to members of the public nor used orally or in written form as sales literature. MMA Praxis Mutual Funds are distributed through BHIL Distributors Inc. Member FINRA. MMA Praxis Mutual Funds are advised by Everence Capital Management. 2101817
PAGE: 53
2011 KINGDOM ADVISORS ANNUAL CONFERENCE
QUA
QUALIFIED KINGDOM ADVISORS • John S. Ruzza, CFP®
TM
MainStreet Financial Kalamazoo, MI
Steven G. Scalici, CFP® Merrill Lynch Jupiter, FL
Michael Shipp, LUTCF Shipp Insurance Services Tequesta, FL
Jerry A. Sackberger CLU, CFP® Wells Fargo Advisors Chesterfield, MO
Linda E. Scheideman, CFP® Pro Equities Kaneohe, HI
James H. Shoemaker, CFP® Shoemaker Financial Advisors Germantown, TN
Richard S. Sadowski, CLU, ChFC Christian Financial Principles Hot Springs, AR
David A. Schoening CPA, CFP® Preservation Financial, LLC Hurst, TX
Roger L. Shumaker McDonald Hopkins LLC Cleveland, OH
Anthony L. Saffer, CFP® Coleman & Johnson Financial Advisors, Inc. San Diego, CA
Randall E. Schroeder, CFP® Ronald Blue & Co., LLC Houston, TX
Kalvin Sid, CFP®, RFC®, MBA NEXT Financial Group, Inc. San Mateo, CA
Randall P. Sanada, CFP®, CLU, ChFC, MSFS Alliance Financial Group, Inc. Westlake Village, CA
Christopher D Scotchler Ronald Blue & Co., LLC Bothell, WA
Alan P. Siegel, MBA, CFS, CLTC, CFP®, CFCA Alan Siegel Financial Services N Easton, MA
Randy P. Sanada, Jr., CFP® Alliance Financial Group, Inc. Westlake Village, CA
Michael J. Searcy, ChFC, CFP®, AIFA® Searcy Financial Services, Inc. Overland Park, KS
Gary Silverman, CFP® Personal Money Planning Wichita Falls, TX
Michael L. Searcy, ChFC, CLU Ronald Blue & Co., LLC Mesa, AZ
Roger C. Sims Sims & Karr Financial Solutions Greer, SC
Robert L. Seymour, CFP® 5 Talents Wealth Management, LLC / Raymond James Financial Services, Inc. Fort Collins, CO
Samuel F. Slabaugh Sr., CFP® EST Financial Group Delmar, DE
• Travis Saunders
Triune Financial Partners Overland Park, KS Thomas W. Savino, MBA, IAR Savino Tax and Investment Advisory Group Newport Beach, CA
• Newly qualified
For more than 20 years, the Robert Pittenger Company (RPC) has researched, evaluated, and purchased undeveloped land in the path of urban growth areas. Through a proven strategy of acquiring property, where the potential for development has been clearly demonstrated, RPC offers exceptional land purchasing opportunities to its investors. To date, RPC has acquired and invested in excess of $200 million of undeveloped land. Our success in determining future paths of progress in stable growth regions earned annual returns on average of 20% IRR (compounded annual rate) net to our investors. All our investments are through equity participation, with no debt and no future development obligation or risk. For further information, please visit our website at www.pittengercompany.com or call Daniel Burns at 704.365.0065.
PAGE: 54
J O U R N E Y F O R WA R D
•
KINGDOMADVISORS.ORG
™ Rev. Stephen R Smith, CRP Crowned Marketing Group, LLC West Columbia, SC
Roger E. Sulhoff, CSA Private Client Advisory, LLC Gainesville, GA
Bruce D. Snyder, CFP® Snyder Financial Group, Inc. Tampa, FL
Gerald O. Summers, CFP®, CLU, ChFC, CASL Gerald O. Summers, LLC West Chester, OH
Stuart W. Sorenson, MS, CFP® Merrill Lynch Fresno, CA
James R. Summers, CPA, CFP® Ronald Blue & Co., LLC Santa Ana, CA
Gisle G. Sorli McLean Asset Management Corporation McLean, VA
• D. Scott Sweat, CFP®
Jeffrey B. Thomas, JD, CIMA Raymond James Financial Services, Inc. Dallas, TX • Scott Thomas
The Financial Farmer, Inc Maitland, FL Janice A. Thompson, CFP® Strategic Financial Solutions, Inc. San Diego, CA • Jerri A. Thompson
Alpha Omega Group Alexandria, VA
Merrill Lynch Omaha, NE
Robert A. Sparrow, CFP® Triune Financial Partners, LLC Overland Park, KS
Matthew J. Syverson, CFP® Syverson & Company, LLC Overland Park, KS
Michael W. Tiberg, CFP® Liberty Capital Management Santa Ana, CA
John Thomas Spicknall, CFP® Capital Investment Strategies, Inc. Dalton, GA
William H. Taylor, CFP®, CASL Prudential Financial Oklahoma City, OK
Charles P. Tiedje, CFP®, CLU, ChFC Fort Lauderdale, FL
Vivian M. G. Spinn Hinkle & Landers PC Albuquerque, NM
Gary E. Tenpenny, CFP , ChFC, CLU, MSFS, CAP Mid American Financial Group Olathe, KS ®
• Randall T. Stevenson
Stevenson Capital Wealth Management, LLC Tyler, TX
Jeffrey A. Thomas Morgan Stanley Smith Barney Houston, TX
Robert G. Topping CFP®, MBA Covenant Wealth Advisors, LLC Williamsburg, VA Jerry Tuma, CFP® Cornerstone Financial Services, Inc. Dallas, TX • Newly qualified
PAGE: 55
2011 KINGDOM ADVISORS ANNUAL CONFERENCE
QUA
QUALIFIED KINGDOM ADVISORS
TM
John T. Turner John Turner Senior Advisors, LLC Kaneohe, HI
Richard J. Voit, CIMA Merrill Lynch Private Banking Chicago, IL
Jerry G. Van Houten American Asset & Wealth Management Riverbank, CA
Brian A. Voss Financial Network Winnetka, IL
• Eric J. Weissgarber, CFP®, CLU, AIF®
Ken W. Vander Hart, CPA, ChFC Harvest Financial Group Topeka, KS
Kevin A. Wallace Wintrust Mortgage Corporation St. Charles, IL
• Curt Whipple, CWS
• Joel D. Vander Meyden, CFP®
Financial Advisory Corporation Grand Rapids, MI
M. Ross Walters, CFP® BB&T Wealth Management Greenville, SC
Fred M. Vaught, ChFC, CLU Capital Resource Management, Inc. Escondido, CA
Michael I. Wang, JD, CFP® Financial Strategy Network, LLC Chicago, IL
Morris E. Vickers, D.Min., AAMS Financial Security Advisors, Inc. Rogers, AR
Deborah F. Warringer, EA, CFP®, CFCA® Financial Advisory Solutions, Inc. Sarasota, FL
Thomas P. Vislisel, CFP® Vantage Financial Partners Limited Arlington Heights, IL
Gary S. Webb, RFC Webb Financial Group Bloomington, MN
Jerry L. Webb, CFP® Prairie Financial Services, Inc. Naperville, IL
RBC Wealth Management San Antonio, TX
C. Curtis Financial Group Plymouth, MI Jeremy L. White, CPA Blythe, White & Associates Paducah, KY • James H. Whorton
Compass-Finances God`s Way Florida St Augustine, FL John W. Wierenga II, CFCA® Wierenga Asset Management, Inc. Byron Center, MI
• Brent Williams
Taylor & Williams Lutz, FL • Newly qualified
PAGE: 56
J O U R N E Y F O R WA R D
•
KINGDOMADVISORS.ORG
™ D. Gary Williams, CFP® Trustwell Financial Advisors, LLC Jacksonville, FL
Bardie L. Wolfe, CFP® Peak Financial Management, Inc. Broomfield, CO
R. Glenn Zimmerman, JD, CFP® Kenneth Frenke & Co. Marietta, GA
Five Talents Wealth Management, Inc. Canton, GA
Phyllis J. Wordhouse Wordhouse Weath Coaching Plymouth, MI
Kevin L. Zylstra, CFP® Mid American Financial Group Naples, FL
Joe Williams Henderson Hills Baptist Church Edmond, OK
Ira M. Work, ChFC, CFS, RFC Paul Winkler, Inc. Murfreesboro, TN
Kourt D. Williams, Ph.D. C C & B Solutions, Inc. Torrance, CA
George R. Yeager, CFP®, CPA/PFS, MTX Life Plan Advisors, Inc. Birmingham, AL
James H. Willis, III The Willis Agency Inc. Land O Lakes, FL
Jane Connell Young Jane Connell Young, Attorney Louisville, KY
Christina Winch, CFP® Winch Advisory Services Appleton, WI
John S. Yukawa, CFP®, EA Ronald Blue & Co., LLC Deerfield, IL
• Jamie Kent Williams, CFP®
• Newly qualified
www.stewardmutualfunds.com
Steward Family of Funds The Steward Family of Mutual Funds are faithbased, screened funds based on biblical principles and consistent with a Christian lifestyle. The Funds invest in a broad range of investment options using enhanced index and quantitative index funds.
P LEASE V ISIT B OOTH #3 Investors should consider the investment objectives, risks, charges and expenses of any mutual fund carefully before investing. This and other information is contained in the Steward Funds Prospectus. The Steward Funds are available only in the United States, and may not immediately be available in your state of residence. Please read the prospectus carefully before you invest or send money. Sales of Fund shares may only be made by prospectus. Investors should consider the investment objectives, risks, charges, and expenses of this Fund carefully before investing. This and other information is contained in the Fund’s prospectus, which may be obtained by calling 1-800-262-6631 or visiting www.stewardmutualfunds.com. Please read this prospectus carefully before you invest or send money. Distributed by Capstone Asset Planning Company, (Member FINRA) 5847 San Felipe Street, Suite 4100 Houston, TX 77057 (800) 262-6631 NOT FDIC INSURED - MAY LOSE VALUE - NO BANK GUARANTEE
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PRAYER TEAM KIN We are greatly encouraged and blessed by the men and women who regularly pray for the needs of Kingdom Advisors. If you would like to be a part of our prayer team, please send an e-mail to our Prayer Team leader, Zanese Duncan, at Zanese@gmail.com. Chase Adams Adams Associates Ft Lauderdale, FL
Charles J. Clement Woodstock, GA
Erin Baehr Baehr Family Financial, LLC East Stroudsburg, PA Paul S. Bolen, CFP Cornerstone Financial Strategies, LLC Summerville, SC ®
Edward E. Bradley RHEMA Financial Group Dallas, GA Dan G. Brandfast Brandfast & Associates, Inc. Lenoir City, TN Sandy Capani George H. Cisneros Independence Planning Group Marmora, NJ
Michele A. Cole The Insight Team Overland Park, KS Michael R. Collie CFP®, AIF® Collie Financial Planning, Inc. Asheville, NC Vincent M. Conte Conte Financial Anna Maria Island, FL Sylvia A. Crecelius The Stewardship Alliance, LLC Princeton, IN Nia Davenport, CPA Winston-Salem, NC
Craig Dawson RDG Capital LLC Houston, TX
Joseph E. Eakin LPL Financial Services Tyler, TX
Charlie Gavit, CFP® PNC Investments Indianapolis, IN
Stacy L. DenHerder DenHerder & Associates San Diego, CA
Brenda Edwin Diamond Business Services Network, Inc. Castries, Saint Lucia
Ginger Green Arvada, CO Christopher P. Hall, CFP® Atlanta, GA
Sonia B. Elliott Living Waters Renaissance, Inc. Boca Raton, FL
Catherine Hammond Esq. Hammond Law Group, LLC Colorado Springs, CO
Bradley B. Dennison, CFA Merrill Lynch Houston, TX Cindy Derso Roswell, GA Stephen A. Distante Vanderbilt Securities, LLC Melville, NY Ann Jones Druary, CFRE Star of Hope Mission Houston, TX Mike Duffy Merrill Lynch Menlo Park, CA
Daniel C. Flanscha Longs Peak Financial, LLC Loveland, CO Brett W. Freese, CFP® TrustWell Financial Advisors Jacksonville, FL Steven R. French Harvest Financial Resources Cincinnati, OH
Michael A. Hanson The Hanson Financial Group, Inc. Peoria, IL Daniel L. Hardt CLU, ChFC, CFP®, AAMS, CFCA® Dan Hardt Financial Services Louisville, KY Charles R. Hart, CPA, PFS, CFP®, AIF Vision Wealth Management, Inc. Plano, TX
IT’S A LITTLE
“ F ishy! ”
As financial advisors, we try to look at the whole picture for the client, and yet many times forget to ask about their ethical or moral concerns. While we try to go after the big fish in the sea, we fail to set ourselves apart from other financial advisors around us. By taking time to do some research, you might find some funds smell a little “fishy,” because they invest in companies involved in practices your client would find offensive.
DON’T GET HOOKED BY A
“FISHY” INVESTMENT FIND OUT HOW YOU CAN MATCH CLIENT’S VALUES WITH THEIR INVESTMENT DECISIONS. 1055 Maitland Center Commons Maitland, Florida 32751
(800) 846-7526 Distributed by Timothy Partners, Ltd. Member FINRA
invest@timothyplan.com www.timothyplan.com FOR BROKER/DEALER USE ONLY
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Marilyn Lucea Marilyn Lucea Financial Services Marina Del Rey, CA
Jennifer M. Harvey Harvey Legal Group, PLLC Northville, MI Kathleen D. Hayes, CIMA, CRPC, CPWA Merrill Lynch Houston, TX
Rick A. Martin Financial Freedom Institute Elko, MN
Richard Hillsbery, CPA, CFP Vista Wealth Management, LLC San Jose, CA
Pete Matter Campbell Keller Asset Management Dallas, TX
Barry G. Hickey, AAMS Eagleflight Wealth Management LLC Muncie, IN
Deborah E. Mayes, MBA Carson, CA
®
James Hicks, PhD Center for Growth and Change Norcross, GA Bonnie Hong Cypress, CA Lorraine Hopkins Port Alberni, BC Danielle Howard Howard Financial Resources Basalt, CO Douglas E. Hudelson, CPA West Linn, OR Jody C. Hyden, CFP®, CRPC®, PFS® Ameriprise Financial Daniel Island, SC Doug G. Hyepock JDL Securities Newport Beach, CA Steven F. Jacob, CPA Fort Lauderdale, FL Norry Jensen, CFP®, MA Dallas, TX Jason D. Krohn Raymond James / Krohn Capital Mgmt. Bad Axe, MI Crystal Langdon, CFP® Crystal Clear Finances, Inc Albany, NY
Richard G. McDaniel Faith Investment Services Gallipolis, OH Derek G. McLean First Allied Securities Orange, CA Toby Meisenheimer Streamline Financial Services Naperville, IL Philip M. Miller Las Vegas, NV John Murray John Murray & Company Brunswick, GA Joseph W. Nelson, MBA, CFP® Stewardship Investments Bagley, MN William C. O’Connor, CFP®, EA, ATA Applied Financial Planning, Inc. Irvine, CA Ronald Palastro RSPFPS, Inc. Brooklyn, NY Rita B. Parker Wells Fargo Advisors Jackson, MS
•
KINGDOMADVISORS.ORG
Janet Peavy, CLU, FLMI Strategic Stewardship Woodstock, GA
Daniel A. Shontere Ameriprise Advisors Sarasota, FL
Gary S. Webb, RFC Webb Financial Group Bloomington, MN
Mark A. Pehrson, CFP® Wells Fargo Advisors Minneapolis, MN
Kalvin Sid, CFP®, RFC®, MBA NEXT Financial Group, Inc. San Mateo, CA
Barron Weeks Northwestern Mutual Financial Network Englewood, CO
Jo Rae Perkins, CFP® Eagle Financial Planning & Investments Albany, OR
Paul A. Silva, CLU, ChFC Financial Freedom Associates Lake George, NY
Ronald J. Wellman We Invest Online, Inc. Lockport, IL
M. Tim Philpot, MBA, CPA, PFS Preservation Financial, LLC Hurst, TX
Gregory L. Sperry National Christian Foundation Alpharetta, GA
Dan Westin Q.A. Investment Services Minnetonka, MN
Janice Plowden Home Services Lending, LLC Kennesaw, GA
John Thomas Spicknall, CFP® Capital Investment Strategies, Inc. Dalton, GA
W. Hoagan Powell, CFP® Wallstreet Texas St. George, UT J. Kevin Powell, CFP® My Strategic Mentor Lake Forest, CA Herman Ray Herman Ray, CPA Wilmington, NC Todd A. Ringoen Ringoen Financial Group Minot, ND William F. Robertson, CFP® William F. Robertson & Associates Ft. Worth, TX
Gerald O. Summers, CFP®, CLU, ChFC, CASL Gerald O. Summers, LLC West Chester, OH Michael R. Suttle Suttle Financial Group Albuquerque, NM Timothy L. Terry Wellington, FL Charles P. Tiedje, CFP®, CLU, ChFC Fort Lauderdale, FL Fred M. Vaught, ChFC, CLU Capital Resource Management, Inc. Escondido, CA
James E. Rowland Strongtower Financial Fresno, CA
Cindy von dem Bussche Palm Harbor, FL
Jerry A. Sackberger CLU, CFP® Wells Fargo Advisors Chesterfield, MO
Michael I. Wang, JD, CFP Financial Strategy Network, LLC Chicago, IL
Eric C. Samuelson Stewardship Catalysts Overland Park, KS
Sid Ward III Crown Financial Ministries Oxnard, CA
Robert J. Schuldt Jr. Merrill Lynch Chicago, IL
Craig G. Wear Craig Wear Financial Group Conroe, TX
Susan Paul Harry Pearson, Jr. Pearson and Associates Birmingham, AL
Thomas P. Whitaker, Jr. Whitaker Law Firm, LC Bradenton, FL John R. Wigington Wells Fargo Advisors Hilton Head Island, SC Jamie Kent Williams, CFP® Five Talents Wealth Management, Inc. Canton, GA Kourt D. Williams, Ph.D. C C & B Solutions, Inc. Torrance, CA Bill Wilson Family Wealth Leadership Mission Viejo, CA Clifford J. Wilson Brecek & Young Advisors, Inc. Fresno, CA James G. Winter Fresno, CA Rita Worster BKD, LLP Colorado Springs, CO Alan S. Wright Memphis, TN John T. Young, LUTCF Horizon Financial Solutions, Inc. Cross Lanes, WV
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2011 KINGDOM ADVISORS ANNUAL CONFERENCE
RICH STEARNS SESSION ONE NOTES - WEDNESDAY, FEBRUARY 16
Rich Stearns Richard E. Stearns is President of World Vision, one of the largest non-profit organizations in the United States. After a quarter-century business career serving as CEO of two different corporations, he joined World Vision in 1998, leading the Christian relief and development organization to unprecedented growth and calling on the American Church to respond to the global AIDS pandemic. World Vision has more than 1,200 staff in the United States, and partners with U.S. corporations, government agencies, foundations, churches, and more than a million individual donors to help children and their communities reach their full potential by tackling the causes of poverty. Stearns chronicles his journey from corporate CEO to advocate for those affected by poverty and injustice in his best-selling book, The Hole in Our Gospel, published in 2009 by Thomas Nelson. Named the 2010 Christian Book of the Year by the Evangelical Christian Publishers Association, The Hole in Our Gospel challenges readers in the faith community to rise out of apathy to meet the challenges of global poverty and injustice. Stearns has traveled to more than 40 of the nearly 100 countries where World Vision works. His wife RenĂŠe, a lawyer by training, also travels and speaks on behalf of World Vision. The couple lives in the Seattle area and has five children.
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SESSION ONE NOTES - WEDNESDAY, FEBRUARY 16
GP102874_1210 © 2010 World Vision, Inc.
Wise counsel. World Vision Advisors Network Professional advisors helping to change the world
1.888.701.4438 www.worldvision.org/advisors World Vision is a Christian humanitarian organization dedicated to working with children, families, and their communities worldwide to reach their full potential by tackling the causes of poverty and injustice.
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2011 KINGDOM ADVISORS ANNUAL CONFERENCE
RON BLUE SESSION ONE NOTES - WEDNESDAY, FEBRUARY 16
Ron Blue Ron serves as President of Kingdom Advisors and on the Board of Directors of The National Christian Foundation. Ron founded Ronald Blue & Co., LLC in 1979 out of his conviction that Christians would better handle their personal finances if they were counseled objectively with the highest technical expertise and from a biblical perspective. That firm grew to manage over $2 billion in assets for its more than 5,000 clients nationwide with a staff of over 175 people in 14 regional offices. Ron retired from the financial planning firm in 2003 in order to lead Kingdom Advisors. Ron is the author of seventeen books on personal finance from a biblical perspective, including the best-seller, Master Your Money, first published in 1986 and now in its thirtieth printing, Wealth to Last, co-authored with Larry Burkett, and Faith Based Family Finances.
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SESSION ONE NOTES - WEDNESDAY, FEBRUARY 16
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ALISTAIR BEGG SESSION TWO NOTES - WEDNESDAY, FEBRUARY 16
Alistair Begg Alistair Begg is the senior minister of Parkside Church in suburban Cleveland, Ohio, where he has served since 1983. Following graduation from the London School of Theology, he served for two years as assistant to the Reverend Derek J. Prime and in 1976 was ordained to the Gospel Ministry at Charlotte Chapel in Edinburgh. Alistair enjoys the privilege of leading the Parkside pastoral team and seeing a succession of young men settled in pulpits throughout the country. His teaching is heard daily across the nation on over 1000 radio stations that air the program, Truth For Life. He has written a number of books, including The Hand of God, Pathway to Freedom, On Being a Pastor (with Derek Prime) and a revision of Spurgeonâ&#x20AC;&#x2122;s devotional, Morning and Evening. He has been married to Susan for 35 years and they are the parents of three adult children.
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â&#x20AC;˘
KINGDOMADVISORS.ORG
SESSION TWO NOTES - WEDNESDAY, FEBRUARY 16
Investing Today in Tomorrowâ&#x20AC;&#x2122;s Energy. Hayden Harper Direct Energy (HHDE) believes there is a significant opportunity to invest in a potential solution to future energy demand. Domestic natural gas is a readily available energy source, yet it remains largely untapped. HHDE provides an opportunity to invest in the oil and gas industry through drilling partnerships. Direct investments are made with multiple producers in income-producing, tax incentive-based drilling programs. Relationships in the oil and gas industry have been established over four generations and HHDE has an experienced management team with over 30 years of geology experience and over 20 years of engineering experience.
D I R E C T
E N E R G Y
Hayden Harper Direct Energy 1001 Morehead Square Dr. Suite 350 Charlotte, NC 28203
www.haydenharper.com
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2011 KINGDOM ADVISORS ANNUAL CONFERENCE
MICHAEL HYATT SESSION THREE NOTES - THURSDAY, FEBRUARY 17
Michael Hyatt Michael Hyatt is the Chairman and CEO of Thomas Nelson Publishers, the largest Christian publishing company in the world and the seventh largest trade book publishing company in the United States. Michael has worked in the book publishing industry his entire career, as an author, publishing executive, owner of a publishing company, and as a literary agent. Michael has written four books, one of which landed on the New York Times bestseller list where it stayed for seven months. Michael is also well known for his blog, michaelhyatt.com, which is focused on intentional leadership. There you will find content by Michael on leadership, productivity, publishing, and social media. As a sought after speaker, Michael has been speaking publicly for more than 25 years, and has appeared on more than 1,500 television and radio shows, including all three major networks. He has been married to his wife, Gail, for thirty-two years and has five daughters, two grandsons, and three granddaughters. Michael resides near Nashville, Tennessee.
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KINGDOMADVISORS.ORG
SESSION THREE NOTES - THURSDAY, FEBRUARY 17
Kingdom Advisor members have a unique and highly leveraged opportunity to impact clients. When meeting with those who have a passion for investing in eternity, please tell them about Overseas Council, a ministry partner of Kingdom Advisors. We would be happy to arrange a meeting to introduce you and your clients to OC and its worldwide ministry. Please visit us at booth 11 and register to win a GPS unit.
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2011 KINGDOM ADVISORS ANNUAL CONFERENCE
RANDY ALCORN SESSION FOUR NOTES - THURSDAY, FEBRUARY 17
Randy Alcorn Randy Alcorn is the founder and director of Eternal Perspective Ministries (EPM), a non-profit organization dedicated to teaching biblical truth and drawing attention to the needy and how to help them. EPM exists to meet the needs of the unreached, unfed, unborn, uneducated, unreconciled, and unsupported people around the world. Before starting EPM in 1990, Alcorn co-pastored for thirteen years Good Shepherd Community Church outside Gresham, Oregon. He has ministered in many countries, including China, and is a popular teacher and conference speaker. Randy has taught on the part-time faculties of Western Seminary and Multnomah University, both in Portland, Oregon. Randy is a best-selling author of over 30 books including Heaven, The Treasure Principle and the 2002 Gold Medallion winner, Safely Home. He has written numerous articles for magazines such as Discipleship Journal, Moody, Leadership, New Man, and The Christian Reader. He produces the quarterly issues-oriented magazine Eternal Perspectives, and has been a guest on more than 600 radio and television programs including Focus on the Family, Family Life Today, The Bible Answer Man, Revive Our Hearts, Truths that Transform and Faith Under Fire. Alcorn resides in Gresham, Oregon with his wife, Nanci, and their dalmatian, Moses. The Alcorns have two married daughters, Karina and Angela, and are the proud grandparents of four grandsons.
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SESSION FOUR NOTES - THURSDAY, FEBRUARY 17
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STEVE FRANKLIN SESSION FIVE NOTES - FRIDAY, FEBRUARY 18
Steve Franklin Dr. Steve Franklin is the creative force behind the research, production, and presentation of 100: Authentic Wisdom from Americaâ&#x20AC;&#x2122;s Centenarians. Dr. Franklin is Chief of New Business Development at Wells Real Estate Funds. Prior to joining Wells in 1999, he was Associate Dean and a tenured Professor for the Goizueta School of Business at Emory University. Franklin has co-authored two college textbooks and more than 50 scholarly and practitioner articles on management and entrepreneurship. He continues to serve as a member of the Board of Regents for Oxford Universityâ&#x20AC;&#x2122;s Harris Manchester College in England and is Chairman of the Governing Board for the American University in Dubai. He earned a B.A. in Theology from Abilene Christian University, an M.B.A. from Georgia State University, and an M.A in Management and Ph.D. in Management and Marketing from the University of Oklahoma.
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SESSION FIVE NOTES - FRIDAY, FEBRUARY 18
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BOB RECCORD SESSION SIX NOTES - FRIDAY, FEBRUARY 18
Bob Reccord Bob is a nationally recognized speaker, author, and consultant. In the fall of 2009, Bob was selected as Executive Director for the Council for National Policy (CNP), a non-profit educational foundation based in Washington, D.C. CNP’s mission is to restore and sustain American freedom by providing a forum for business, civic, national, defense, educational, and religious leaders to deepen their understanding of the great spiritual, economic, constitutional, and national security issues confronting the nation. In short, CNP seeks to advance the “First Principles” of this nation’s Founding Fathers. Since 2006, he has served as the Founder and President of Total Life Impact Ministries, challenging people from all around the world to “Live a Life that Matters.” For nine years, Bob served as president of the Southern Baptist Convention’s North American Mission Board and as a pastor. During that time, Bob hosted a national radio show, Strength for Living. He has authored eight books including Beneath the Surface, Forged by Fire, and Made to Count. He has spoken to approximately 165,000 men in the last 3 1⁄2 years alone. Whether as a pastor, businessman, husband, or father, Bob has dedicated his life to helping people discover their calling and to effectively develop and exercise their passion for God and His mission to change the world. Bob and his wife, Cheryl, have three grown children and reside in Atlanta, Georgia.
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SESSION SIX NOTES - FRIDAY, FEBRUARY 18
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BREAKOUT SESSIONS JOU
THURSDAY - FEBRUARY 17 - JOURNEY FORWARD BREAKOUT SESSIONS
10:00 A.M.
11:15 A.M.
“2011 Market Outlook”
“The Belief Matrix:
A Powerful Tool for You, Your Staff, and Your Clients”
Bob Doll - Ballroom
Paul Anthes - Augusta
Navigating financial markets in the midst of the current economic realities can be challenging at best. Join Bob Doll, Vice Chairman and Chief Investment Officer of Global Equities at BlackRock, Inc., as he shares his insights on the state of the global economy and his predictions for the markets and the best performing sectors for 2011. Come prepared to learn new ideas to position your clients’ portfolios in preparation for an economic recovery.
Our behavior in life, what we choose to do and not do, is consistent with and determined by what we believe to be true. It does not matter whether what we believe to be true is actually true or not. In fact, many of our greatest challenges are rooted in the improper beliefs we hold to be true. Yet, these beliefs determine the course of our lives. Knowing this can transform our ability to communicate and work with others whether they are staff, clients, or family members. Paul will share a tool to help you understand the root of beliefs and provide an opportunity to rewrite those beliefs to change behavior and achieve desired results for you, your clients, and your staff.
“How to Find the Will of God in Any Situation” Pat Morley - ChampionsGate Do you struggle to discover God’s will? Pat Morley, author of the best selling book, Man in the Mirror, will share a model that combines all of the different types of “God’s Will” found in the Bible. Pat will give a few examples of using this model and then allow you to share your questions and actual situations. The goal is that, by the end of the session, you will have increased confidence to find the will of God.
Oakmont Oakmont
“Transformational Planning Leads to Transformational Giving: Three Case Studies that Prove It” Jay Link - Congressional In this breakout session, Jay will introduce you to three affluent families, including where they were when Jay met them and where they ended up after he had implemented their Master Stewardship Plans. He will also discuss the emotional and planning obstacles that had prevented them from doing comprehensive planning previously. You will see the compelling outcomes in these three cases, where not only their plans were transformed, but their family’s lives, as well.
“Halftime: Helping Your Successful Clients Pursue Significance” Lloyd Reeb - Colonial Riviera Riviera Legends Legends
Men Men
Women Women
Are you able to effectively counsel your successful clients who are at an inflection point in their lives, beyond just the numbers? This session will enable you to launch into a deeper conversation by equipping you with the tools you will need. Join author and speaker Lloyd Reeb as he details the Halftime Journey, including the benefits to you and your practice, as well as the steps, questions, and processes involved in that journey. Learn how to best serve your successful clients who are in transition by understanding how you can have Kingdom impact at critical points in their journey.
“Leading a Firm by Investing in People” Jerry Foster - Olympic
Augusta
Congressional
Augusta
Prefunction Area
Congressional
Terrace
Olympic Olympic
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ChampionsGate ChampionsGate
Colonial Colonial
LOBBY LEVEL
Recently diagnosed with cancer, Jerry Foster has spent the last few months working through the professional implications of a new reality of uncertainty in his life. As the Founder and President of The Foster Group in West Des Moines, Iowa, Jerry has invested his career in building a team of people who are free to operate out of their strengths in their work environment. Jerry has found himself increasingly taking on the role of “statesman” in the firm. Now he finds that his most pressing goal over the next three to five years is to invest in his employees to assure that a transition plan can effectively take place. Join Jerry as he shares his journey and gives practical insights into team building and investing in the people with whom you work.
“How To Work Successfully With Ministries and Attract Affluent Clients” Scott Keffer - ChampionsGate Ever wonder why you aren’t more effective at working with ministries and their donors? Want to learn the key secrets to attracting affluent clients? Scott Keffer, the creator of The Donor Motivation Program™ and founder of The DMP Advisor Network™, will uncover The 7 Myths advisors have been taught about working with ministries and The 10 Advisor “Musts” to work successfully with ministries and other nonprofits in your community. He’ll also cover The Three Fundamentals that every advisor to the affluent must know and apply to attract the affluent. Each fundamental will be explored in depth and Scott will include proven advisor tools and principles that you can put to work instantly. Whether you’re a successful advisor who wants to take your affluent practice to the next level by working with ministries or a newer advisor looking to jump start your success, you will be energized, entertained, encouraged, and equipped to work with ministries and grow your affluent clients.
J O U R N E Y F O R WA R D
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FRIDAY - FEBRUARY 18 - JOURNEY FORWARD BREAKOUT SESSIONS
10:00 A.M.
11:15 A.M.
“Practicing the Principles”
“Succession Planning: Key Principles and Practical Applications”
Ron Blue - Augusta As you learn the principles of biblical financial decision making taught through Kingdom Advisors, do you desire stronger practical application in real time client situations? Ron Blue will speak from his forty plus years of experience and client interactions about how to turn theory into reality as you integrate your faith and your practice. He will share four specific steps that you can focus on that will broaden your ability to apply biblical wisdom in client settings. Ron’s earnest desire for each member of Kingdom Advisors is that they are equipped with both the wisdom and the skills to share God’s Truth about finances with confidence in the workplace. Join him to hear what God has laid on his heart recently about this topic.
“Sharing the Joy of Generosity” Todd Harper - Congressional Are you an advocate for biblical generosity? Do you want to learn more about what that means? Generous Giving exists to spread the biblical message of generosity in order to grow generous givers. Todd Harper, President of Generous Giving, will lead this session and share various tools, stories, and opportunities that you can use with your clients as you encourage them toward generosity. Join us in this open forum to explore how we can influence our friends, family, clients, church, and community to bring a revolution of generosity among God’s people.
“Improving Collaboration Among Advisors To Facilitate Plan Implementation” Tim Voorhees - Colonial Tim Voorhees, managing partner of Copenbarger & Voorhees, LLP, will review collaboration principles that his firm has developed while implementing hundreds of “zero tax plans.” He will explain fourteen proven principles for uniting family members and advisors around plans that minimize taxes while enhancing retirement income, increasing inheritance amounts, and improving charitable giving potential. The presentation will address topics such as understanding why collaboration fails, facilitating client meetings, resolving conflicts among advisors, and tracking success.
“Adding Biblically Responsible Investing (BRI) to Your Practice” Dwight Short - Oakmont Dwight Short, CIMA, will discuss how to bring Biblically Responsible Investing (BRI) into your practice. The session will include actual interviews with clients who wanted BRI and why they adopted it, and a discussion of the practical aspects of taking BRI from a “nice idea” to a reality. Dwight retired from Merrill Lynch after 34 years of a successful career managing over $600 million in client assets. Dwight is also the author of the just-published book, Kingdom Gains, which offers a comprehensive look at BRI.
“Financial Planning: How Much Real Planning Gets Done?” Paul Anthes - Olympic While financial planning is widely accepted and valued within our industry, how much real planning gets done? Real planning requires a client who desires planning and is willing to invest the time and effort required. Without their buy-in, is it a waste of time? What are the implications of being committed to planning but facing real-life limits of accomplishing this? Let’s look at what planning is actually getting done, the implications of how we offer it, and ways to improve our practice.
Brian Shepler - Augusta Most advisory firms have a desire to grow without much of a plan to accomplish it. In this breakout session, we will explore the advisor growth options, considerations, and critical success factors. In addition, we will look at the industry growth data and examine the industry value proposition evolution. This valuable and insightful session will give you the foundation to execute an effective growth strategy for your firm.
“From Boom to Bust and Beyond: The Hidden Forces Driving Our Economy” Jerry Tuma - Congressional Massive economic and market changes have just begun with 76 million baby boomers nearing retirement. What effect will this have on our nation’s retirement systems, your clients’ investments and planning, and our country’s future. In this session, Jerry Tuma, a Founding Member of Kingdom Advisors, will share the hidden forces driving our economy and what you need to know to survive and succeed in your practice and with your clients.
“Are You Asking the Right Questions?” Jay Link - Colonial Every advisor desires for their clients to come up with the “right answers” about their financial and life decisions. But, if you don’t know the right questions to ask, it will be impossible to lead your clients toward right answers. Jay Link, developer of the Family Wealth Counseling process, will share how asking the right questions will lead your clients toward solid financial answers and transformational planning outcomes. Jay’s years of experience as an advisor who views financial counsel as a vehicle for life change has given him a unique perspective on the power of good questions.
“Client Discipleship: Engaging at All Levels” Jim Wise - Olympic Jim Wise, Managing Director of Ronald Blue & Co.’s Ft. Lauderdale office, will share his passion for client discipleship. Using case studies and drawing on years of experience, Jim will unpack the biblical idea of discipleship and talk about how to apply it in client interactions. Jim believes in discipling clients at all levels - from non-Christians who are hostile to faith issues all the way to those who are surrendered believers. Jim will discuss how to maintain a mindset of client discipleship while sharing practical ways to operate out of that mindset.
“Discovering How to Live in God’s Economy” Christy Speer - Oakmont Do you want to show others how to live in this world, facing the day-to-day challenges but also experiencing peace, joy, and contentment no matter what may happen in the future? The difference is discovering how to navigate the epic battle between Man’s Economy and God’s Economy. Man’s Economy says that your purposes, goals, significance, self-worth, ambition, and life energy are wrapped up in having money. In Man’s Economy, you want to make as much as you can, as quickly as you can, to retire as soon as you can, and enjoy a life of leisure as long as you can. In God’s Economy, people can be prepared for the future no matter what it may be. Learning to live in God’s Economy begins by understanding that His economy is made up of the divine integration of the mystery of His lordship, your stewardship, and your generosity. When those things come together, people are transformed by the renewing of their minds. Come experience this life-changing message and learn how to convey it to those you serve.
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MINISTRY HIGHLIGHTS S P R I N G 2 0 1 1 CONFERENCE CALLS
COACHING CALLS
Nationally known Christian leaders and financial professionals share messages designed to equip and encourage.
Experienced financial professionals speak to the practicalities of integrating faith and practice, including specific client scenarios.
February: March: April: May: June:
February: March: April: May June:
Ken Boa, Reflections Ministries Randy Alcorn, Eternal Perspective Ministries John Haggai, Haggai Institute Gordon MacDonald, Author and Speaker Os Guinness, The Trinity Forum
Coaching Call with Ron Blue Coaching Call with Ron Blue Coaching Call with Ron Blue Coaching Call with Ron Blue Practice Management (Jerry Foster)
WEBINARS
LOCAL STUDY GROUPS
Join leading financial professionals as they share best practices in a practical and interactive format.
145 small groups meet locally to experience dynamic teaching, engage in group discussion, examine best practices, and network.
March 3: March 8: March 17: March 24: May 12: May 19:
Business Succession, Part I Brian Shepler of Ronald Blue & Co. Business Succession, Part II Brian Shepler of Ronald Blue & Co. How Much Planning Actually Gets Done? Paul Anthes of Financial Advisory Corp. Diagnostic Questions in Client Advising Jim Wise of Ronald Blue & Co. Integrating Biblically Responsible Investing, Part I Dan Hardt of Dan Hardt Financial Services Integrating Biblically Responsible Investing, Part II Dan Hardt of Dan Hardt Financial Services
February: Getting the Most from Your Time with the Lord (Ron Blue) March: Impacting Clients through Transferable Concepts (Ron Blue) April: Maximizing Your Unique Ability (Jerry Foster) May: Building a Business (Ron Blue) June: Your Work: Finding the Sacred in the Secular (Ken Boa) More Information and Registration For All Events Available On-line: www.KingdomAdvisors.org/Register
K I N G D O M A D V I S O R S • 5 6 0 5 G L E N R I D G E D R . , S U I T E 4 5 0 • AT L A N TA , G A 3 0 3 4 2 • T E L : ( 4 0 4 ) 4 9 7 - 7 6 8 0 • FA X ( 4 0 4 ) 4 9 7 - 7 6 8 5