About Us
Rooted in Faith. Committed to You.
Kingdom First Financial was founded on the belief that financial guidance should be grounded in integrity, purpose, and a genuine care for the people we serve.
"Seek first the kingdom — and everything else will follow."
— Matthew 6:33
Our Story
Why We Do What We Do
Kingdom First Financial was born out of a simple conviction: that financial planning should be more than a transaction. It should be a relationship — one built on trust, transparency, and a shared commitment to your long-term wellbeing.
Our founder saw too many families and business owners navigating major financial decisions without a trusted guide — someone who would take the time to truly understand their situation and give honest, personalized counsel.
That's why we built Kingdom First Financial differently. We don't push products. We don't chase commissions. We listen, we plan, and we walk alongside our clients through every season of life.
Our Mission
Stewardship as a Calling
We believe that managing money well is an act of stewardship — a responsibility to use what we've been given wisely, generously, and with an eye toward the future. That conviction shapes everything we do.
Our mission is to equip individuals, families, and business owners with the knowledge, strategy, and confidence to steward their resources well — so they can live generously and leave a lasting legacy.
Our Values
What We Stand For
Integrity First
We give honest counsel — even when it's not what you want to hear. Your trust is the foundation of everything we do.
Client-Centered
Every recommendation we make is driven by your goals, your values, and your unique situation — never by a sales quota.
Faith-Informed
Our approach is shaped by timeless principles of stewardship, generosity, and long-term thinking rooted in lasting values.
Lifelong Partnership
We're not a one-time transaction. We're a long-term partner — here for the milestones, the transitions, and everything in between.
Credentials & Expertise
Qualified to Guide You
Our team brings deep expertise across financial planning, insurance, and risk management — backed by recognized industry credentials and years of hands-on client experience.
Licensed Insurance Professional
Life, health, and property & casualty licensing across multiple states
Retirement Planning Specialist
Expertise in 401(k), IRA, pension, and Social Security optimization strategies
Tax Strategy Advisor
Collaborative tax planning alongside CPAs and tax professionals
Business Planning Expert
Key-person insurance, buy-sell agreements, and business continuity planning
Common Questions
Frequently Asked Questions
What is a fee-only financial planner?
A fee-only financial planner is compensated solely by the client — not through commissions or product sales. This structure eliminates conflicts of interest and ensures your financial plan is built entirely around your goals. Kingdom First Financial operates on a fee-only basis, meaning our advice is always in your best interest.
What makes Kingdom First Financial a faith-based financial advisor?
We integrate biblical principles of stewardship — rooted in Matthew 6:33 — into every financial plan. We believe financial decisions are deeply personal and values-driven. Our approach helps clients align their money with their faith, family priorities, and long-term purpose, not just market benchmarks.
Do you serve clients outside your local area?
Yes. Kingdom First Financial serves clients nationwide via phone and video. Whether you are in a major city or a rural community, we provide the same personalized financial planning and risk management guidance — no in-person meeting required.
What is disability insurance and why do I need it?
Disability insurance replaces a portion of your income if illness or injury prevents you from working. One in four workers will experience a disability before retirement, yet most people are significantly underinsured. A disability insurance advisor can help you identify the right coverage amount and policy type to protect your income and financial plan.
What services does Kingdom First Financial offer?
We offer two core service areas: Financial Planning (retirement planning, tax strategy, savings and investment roadmaps) and Risk Management (life insurance, disability insurance, and business insurance). All services are delivered via phone and video, serving clients across the United States.
How do I get started?
Getting started is simple. Schedule a free, no-obligation consultation through our contact page. We will listen to your situation, answer your questions, and outline a plan tailored to your goals — with no pressure and no commitment required.
Ready to Work Together?
We'd love to learn about your goals and show you what a personalized plan can look like for your life.