Kingdom Advisors
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Kingdom Advisors Employees
P&L Accounting & Tax Service, LLP April 2002 - Present
P&L Financial Services, Inc. November 2002 - Present
The Member Group October 2008 - Present
Kingdom Advisors September 2004 - Present
Arthur Andersen & Co. January 1980 - April 2002
Skills
Small Business, Accounting, Tax, Management, Strategic Planning, Management Consulting, Budgets, Marketing, Leadership Development, Entrepreneurship, Leadership, Start-ups, CPA, Mergers & Acquisitions, Nonprofits, Team Building, Non-profits, Strategy, Business Planning, Employee Benefits, Tax Law, Coaching, Public Speaking, Customer Service, Time Management, Executive Management, Executive Coaching, Insurance, Organizational..., Mergers, Tax Accounting, Tax Returns
Education
Governors State University 1982 — 1984
Business MBA Program
DePaul University 1981 — 1982
Business
Trinity Christian College 1978 — 1980
BSBA, Accounting
Saint Xavier University 1979 — 1979
Accounting
Moraine Valley Community College 1977 — 1979
Business
LIFE Bible College 1975 — 1977
Ministerial, Theology
Prairie State College 1975 — 1975
General Studies
Mt. Vernon Bible College 1974 — 1974
Theology/Theological Studies
FUTR Family Management, LLC November 2012 - Present
FUTR Philanthropic Services April 2014 - Present
Estate Equities April 2002 - Present
New Song Community Church 2007 - Present
Kingdom Advisors 2003 - Present
Rancho del Oro May 1993 - Present
North Coast Church 2011 - Present
North San Diego Stars December 2011 - March 2014
FC Barca Academy 2008 - June 2011
ING May 2003 - May 2008
Skills
Premium Financing, Annuity, Long Term Care, Disability, Variable Life, Life Insurance, A/R Financing, Executive Compensation, Philanthropy, Wealth Transfer, Business Continuity, Buy-sell Agreements, Estate Planning, Rainmaker, Product Marketing, Aquatics, Coaching, Fundraising, Retirement Planning, Risk Management, Equestrian, Middle Market, Whole Life, Term Life Insurance, Universal Life, Index Annuities, Fee-Based Insurance..., Insurance Consulting, Advanced Design -..., Split Dollar, Non-qualified..., Tax Advantaged..., Fixed Annuities, Disability Insurance, Long-term Care, Insurance, Investments, Portfolio Management, Brokers, Wealth Management, Wealth Management..., High Net Worth..., Critical Illness, Series 65, Alternative Investments, Sales Management, Strategic Financial..., Long Term Care Insurance, Variable Annuities, Wealth
Education
Claremont McKenna College 1984 — 1988
BA
Capistrano Valley Christian School
New Song Community Church
San Clemente High School
University of Redlands
Strategy Wealth Management 2012 - Present
Regal Investment Advisors December 2013 - Present
Kingdom Advisors May 2015 - Present
Independent 2003 - Present
Skills
Comprehensive Financial..., Stewardship in Action, Life Planning, Retirement Planning, Investment Advisory, Planned Giving, Private Foundations, Partner Buyout, Financial Advisory, Portfolio Management, Buy/Sell Agreements, Business Continuity..., Income Planning, Social Security..., Risk Management, Incentive stock options, Section 83(b), Life Insurance, Estate Planning, Investment Advisory for..., Financial Education..., 401k management, Premium Financing, Social Security Planning, Wealth Management, Physician Contract..., Defined Benefit Plan..., Executive Benefits, Profit Sharing Plans, 401k, Wealth, Investment Strategies, BRI
Education
University of California, Los Angeles
Master Financial Engineering - Expected, Personal Financial Planning
University
Bachelor of Science (B.S.), Business
McDonald Hopkins LLC April 1986 - Present
Kingdom Advisors 2004 - 2014
Skills
Trusts, Real Estate, Public Speaking, Estate Planning, Wealth Management, Estate Administration, Non-profits, Strategic Planning, Wealth, Nonprofits, Mediation, Estate Tax Planning, Legal Writing, Elder Law, Guardianship, Wills, Legal Research, Powers of Attorney, High Net Worth..., Estate Law
Education
Case Western Reserve University School of Law 1973 — 1976
Manchester University 1968 — 1972
BA, Political Science
North American Mission Board August 2014 - Present
HavenBrook Partners LLC 2012 - 2014
Atlanta Union Mission Corporation 2010 - 2012
Kingdom Advisors 2004 - 2010
Mount Paran Church 2003 - 2004
Bank of Tokyo-Mitsubishi UFJ 1993 - 2004
Standard Chartered Bank 1989 - 1994
National Westminster Bank 1987 - 1989
Skills
Marketing, Business Strategy, Contract Negotiation, Public Speaking, Sales, Budgets, Construction, Strategic Planning, Team Building, Fundraising, Negotiation, Business Development, Leadership, Management, New Business Development, Marketing Strategy, Human Resources, Corporate Training, Golf, International Business, International Banking..., Trade Finance, Single Family Homes, Homelessness, Thrift, Real Estate, Nonprofits, Organizational..., Leadership Development, Strategy, Training, Coaching, Recruiting, Entrepreneurship, Process Improvement, Analysis, Small Business, Finance, Management Consulting, Start-ups, Executive Coaching, Performance Management, Change Management
Education
Thunderbird School of Global Management
Master of Business Administration (MBA), International Business
The University of Georgia
Bachelor of Business Administration (BBA), International Business, Spanish
Newcastle Financial Advisors January 2006 - Present
Special Olympics Southern California 2003 - 2015
AssetMark 2012 - 2014
Kingdom Advisors 2003 - 2014
CRM - Empowering Leaders 2003 - 2014
Skills
Retirement Planning, Strategic Financial..., Small Business, Estate Planning, Public Speaking, Investment Advisory, Investments, Risk Management, Non-profits
Education
California Polytechnic State University-San Luis Obispo 1972 — 1976
Bachelor of Science, Industrial Engineering
American College, Philadelphia PA 1996 — 2001
Master of Science, Financial Services
Stewardship Capital December 1997 - Present
Harry S Truman Library Institute 2012 - 2015
MDRT 1985 - 2014
Blue Ridge Bank and Trust Co. 2008 - 2012
International Institute for Christian Studies 2007 - 2012
Kingdom Advisors 2006 - 2012
Teaching God's Infinite Wisdom, L. S., MO 2005 - 2012
Hillcrest Transitional Living 2002 - 2012
The Examiner 1999 - 2012
Strategic Coach 1996 - 2012
Education
Vanderbilt University Law School 1974 — 1977
J.D., Law
Stanford University 1972 — 1974
A.B., Economics
Kellenberger Law, LLC April 2012 - Present
Apostolic Christian Church of America Endowment Fund January 2007 - Present
American Family Association of Kansas and Missouri September 2013 - Present
Kingdom Advisors 2005 - 2013
Compass Consulting March 2010 - March 2012
Homestead of Leawood Assisted Living August 2010 - January 2012
Aldersgate Village March 2010 - August 2010
Santa Marta November 2009 - January 2010
Servant Christian Community Foundation June 2005 - December 2009
Johnson County District Court August 2004 - May 2005
Skills
Non-profits, Public Speaking, Healthcare, Research, Estate Planning, Charitable Gift Planning, Special Needs Trusts, Elder Care, Elder Law, Business Planning, Medicaid, Trusts, Wills, Nonprofits, Guardianship, LLC, Powers of Attorney, Estate Tax Planning, Small Business, Estate Administration, Legal Issues, Business Formation, Financial Planners, Conservatorships, Intellectual Property, Estate Law, Tax Law, Charities, Asset Protection, Appeals, Long-term Care, Wealth, High Net Worth..., Charitable Trusts, Planned Giving
Education
University of Kansas School of Law 2002 — 2005
Juris Doctor, Law
University of Nebraska-Lincoln 2000 — 2001
MBA; Science
Peru State College 1999 — 2001
Education, Education; Science
Kansas State University 1995 — 1999
Physical Science, Pre-medicine; Economics; Business
Johnson County Community College 1993 — 1996
Blue Valley High
Carolina Wealth Stewardship Group October 2007 - Present
The Dave Ramsey Show October 2009 - Present
Kingdom Advisors February 2009 - Present
Ameriprise Financial Services, Inc. 2007 - October 2009
G&K Services August 2005 - May 2007
Crothall Services Group February 2005 - August 2005
National Linen Service (now Alsco) August 2000 - July 2005
Skills
Insurance, Investments, Small Business, Estate Planning, Management Consulting, Planning, Public Speaking, Profitability, Budgeting, Accountability, Strategic Planning, Savings, Asset, Charities, Risk Management, Employee Benefits, Expenses, Teaching, Business Planning, Portfolio Management, 401k, 401k Rollovers, IRA's, Simple IRA, Pension Administration, Financial Planning, Stocks, Bonds, Mutual Funds, Term Life Insurance, Annual Giving, Annuities, Retirement Planning, Retirement, Disability Insurance, Life Insurance, Wealth Management, Asset Managment, Long-term Care, Financial Planners, Finance, Series 7, Fixed Annuities, Strategic Financial..., IRAs, Budgets, Financial Services, Financial Advisory, Financial Analysis, Series 63
Education
University of Tennessee-Knoxville 1999 — 2001
BS, Psychology
Birmingham-Southern College 1998 — 1999
Psychology
Jackson State CC 1995 — 1997
AS, Communications, Broadcasting
Hendersonville High School 1992 — 1995
Quo Vadis Financial Management Inc November 2010 - Present
Kingdom Advisors 2013 - Present
National Christian Foundation June 2014 - Present
First Command Financial Planning June 2003 - October 2010
United States Air Force June 1977 - June 2003
Skills
Strategic Financial..., Retirement, Financial Advisory, Retirement Planning, Securities, Financial Services, Wealth Management, Fixed Annuities, Cash-flow Management, Variable Annuities, Coaching, Accredited Investment..., Property and Casualty..., Series 7, Series 63, Series 6, Series 65
Education
Wayland Baptist University - Hawaii 2012 — 2016
Master of Arts in Management, Organization Management
Wayland Baptist University - Hawaii 2000 — 2002
Bachelor of Science in Occupational Education, Business Administration
Kingdom Advisors June 2014 - Present
Indiana Wesleyan University June 2014 - Present
Capin Crouse LLP October 2013 - December 2013
Adventures In Missions October 2010 - August 2013
Samford University June 2009 - August 2009
Skills
Spanish translation, Spanish, Public Speaking, Non-profits, Fundraising, Community Outreach, Nonprofits, Event Planning, Community Development, Microsoft Word, Customer Service, Leadership Development, Blogging, Event Management, Research, Project Management, Public Relations, Editing, Social Media, Volunteer Management, Social Networking, Leadership, Microsoft Office, Training, Program Development, Teaching
Education
Samford University 2006 — 2010
Bachelor of Science (BS), Biology, minor in Spanish
Harrison High School 2003 — 2006
High School
The Steward's Way November 2014 - Present
Stewardship Ministries May 2010 - Present
Stewardship Minister June 1979 - Present
Kardia, Inc January 1981 - June 2014
Kingdom Advisors October 2008 - 2011
Professional Mentoring Program, LLC January 1995 - January 2001
Family Wealth Counselors' Management Company, Inc January 1996 - January 2000
Thinking Beyond Technologies, LLC January 1996 - January 2000
Computer Services, Inc January 1990 - January 1999
Ozark Christian College June 1980 - May 1981
Skills
Stewardship, Teaching, Leadership, Preaching, Public Speaking, Church Events, Discipleship, Leadership Development, Training, Fundraising, Nonprofits, Volunteer Management, Community Outreach, Theology, Youth Mentoring, Missions, Non-profits, Pastoral Care, Strategic Planning, Conflict Resolution, Coaching, Biblical Studies, Religion, Workshop Facilitation, Pastoral Counseling, Team Building, Youth Ministry, Program Development, Evangelism, Planned Giving, Public Relations, Motivational Speaking, Spiritual Direction, Executive Coaching, Staff Development, Event Planning, Research, Organizational..., Expository Preaching, Ministry Development, Retreats, Board Development, Mentoring, Apologetics, Writing, Family Wealth Counseling, Church Growth
Education
Cincinnati Christian University 1975 — 1979
Master of Divinity, Biblical Theology
Cincinnati Christian University 1970 — 1974
Bachelor of Arts (BA), Christian Ministry
Greenhills High School 1966 — 1970
High School, college prep, Embarassed to tell you!
Goddard Resources September 2005 - Present
Goddard Resources LLC January 2005 - Present
Your One Degree January 2005 - August 2014
Kingdom Advisors August 2009 - September 2013
Halftime November 2008 - November 2009
Soccer Association of Boca Raton January 1985 - January 2009
APA Wireless Technologies February 1997 - April 2007
Tropical Assemblies, Inc January 1994 - April 2007
Marlo International, Inc January 1991 - April 2007
Marlo Electronics January 1977 - March 2002
Skills
Executive Coaching, Life Coaching, Coaching, Leadership, Training, Leadership Development, Career Counseling, Management, Entrepreneurship, Staff Development, Community Outreach, Business Planning, Public Speaking, Time Management, Small Business, Management Consulting, Strategy, Volunteer Management, Team Leadership, Teaching, Start-ups, Organizational..., Project Planning, Nonprofits, Team Building, Strategic Planning
Education
University of Florida 1973 — 1977
Business, Management, Marketing, and Related Support Services
Client Centric Wealth Management September 2013 - Present
Investment Advising - Fidelity Custodian September 2011 - September 2013
Kingdom Advisors 2010 - 2012
Business Synergy Group 2006 - 2012
RBC Wealth Management/ Dain Rauscher August 2001 - September 2011
UTHCS Advisory Council 2007 - 2011
Masters Leadership 2006 - 2007
Capital Cities Asset Management 1998 - 2001
USAA June 1990 - June 1993
Rohde Weissgarber 1983 - 1988
Education
Thunderbird School of Global Management 1989 — 1990
Master of Business Administration (M.B.A.), International Management
The University of Texas at Austin 1971 — 1975
BBA, Finance & Real Estate
Master's Leadership San Antonio 2007 — 2012
Reagan High School
High School Diploma
ODAT, Fitness, LLC 2015 - Present
MJCCA 2014 - Present
Hire Heroes USA January 2013 - September 2013
Hire Heroes USA March 2012 - January 2013
Hogan Construction Group 2009 - 2012
Kingdom Advisors 2007 - 2009
Microtek Medical 2005 - 2006
Lee Hecht Harrison 2001 - 2005
Lee Hecht Harrison 2001 - 2005
Morristown Memorial Hospital 1998 - 2001
Skills
Career Counseling, Resume Writing, Interview Preparation, Career Development, Job Coaching, Recruiting, Training, Career Management, Employee Engagement, Staff Development, Search, Volunteer Management, Supervisory Skills, Succession Planning, Event Planning, Executive Coaching, Management Consulting, Coaching, Personnel Management, Recruitment Advertising, Building Relationships, Conflict Resolution, Applicant Tracking..., Training Delivery, Management, Workshop Facilitation, Military, Leadership, Time Management, Business Development, Human Resources, Organizational..., Interviews, Leadership Development, Community Outreach, Organizational..., Program Development, Employee Training, Public Speaking, Job Search Strategies, Team Building, Personal Development, Outplacement, Nonprofits, Program Management, Performance Management, Hiring, Employee Relations, Resume, Adult Education
Education
New York University 1996 — 1997
Masters, Social Work
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1996
BA, Social Work, Graduate with High Honors
Ambassadors for Christ, Int'l - USA January 2009 - Present
Kingdom Advisors February 2015 - Present
Peachtree Christian Church January 2014 - January 2015
The Coca-Cola Company April 1996 - October 1997
The Coca-Cola Company September 1993 - April 1996
The Coca-Cola Company March 1992 - September 1993
Ernst & Young September 1989 - March 1992
Skills
Accounting, G/L Analysis, Auditing, Financial Analysis, Technical Accounting..., Accounting Research, SEC filings, Financial Statement..., Income Tax, QuickBooks, SEC Financial Reporting, FASB, Budgets, Compilation, Business Planning, Management, Forecasting, Finance, Payroll, Accounts Payable, Tax, Financial Accounting, Strategic Financial..., Process Improvement, Accounts Receivable, Internal Audit, Tax Accounting, Analysis, Financial Statements, Sarbanes-Oxley Act, Financial Modeling, Financial Planning, Event Planning
Education
University of Tennessee-Knoxville - College of Business Administration 1984 — 1989
BS, MAcc, Accounting
Lifehouse of Louisville January 2015 - Present
Dan Hardt FInancial Services April 1983 - Present
Kingdom Advisors 2006 - March 2012
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Investments, Retirement, Portfolio Management, Asset Managment, Investment Advisory, Asset Allocation, Investment Strategies, Financial Advisory, Financial Planners, Fixed Annuities, Financial Planning, Wealth, Series 7, Asset Management, Philanthropy, Life Insurance
Education
University of Louisville 1978 — 1981
Bachelor of Science - High Honors, Business Management
St Xavier High School 1974 — 1978
Kingdom Advisors December 2004 - Present
InsideOUT Data Services, Inc. April 2003 - Present
Scott Titus April 2003 - Present
American Association of Christian Counselors March 1993 - June 2003
Liberty Broadcasting Network 1991 - 1993
Skills
Joomla, Marketing Communications, Dreamweaver, Web Content Management, Web Pages, Email Marketing, Web Design, Flash, Website Development, CMS, Website Promotion, SEO, Strategic Planning, Marketing Strategy, Direct Marketing, Direct Mail, Web Development, Online Advertising, Team Leadership, Non-profit..., Consulting, Financial Accounting, Management, Event Management, Small Business, Community Outreach, Training, Entrepreneurship, CRM, Marketing, Leadership, Business Development, Fundraising, Volunteer Management, Nonprofits, Program Management, Leadership Development, Public Speaking, Team Building
Education
Liberty University 1985 — 1991
Bachelor of Science (B.S.), Accounting
Kingdom Advisors December 2012 - Present
Kingdom Advisors June 2009 - December 2012
Whitefield Academy August 2004 - August 2010
SunTrust Bank August 1970 - January 2007
SunTrust Banks, Inc. 1970 - 2007
Skills
Non-profits, Commercial Lending, Strategic Planning, Estate Planning, Small Business, Risk Management, Fundraising, Leadership Development, Small Business Lending, Organizational..., Retirement Planning, Strategic Financial..., Investments, Coaching, Leadership, Nonprofits, Entrepreneurship, Portfolio Management, Wealth, Investment Advisory, Finance, Retirement
Education
Georgia State University - J. Mack Robinson College of Business 1971 — 1973
MBA, Finance
Duke University 1963 — 1967
BA, Business Administration