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What would it look like to implement faith-based investing in your practice? Beyond the philosophical and biblical underpinnings are a lot of moving parts. An advisor who made that transition shares her experience, including options and considerations for making the switch.
Rachel McDonough is a financial advisor with Ameriprise Financial Services and currently chairs the Advisors Working Group of the Faith Driven Investor movement, a fast-growing network of Christian financial professionals and investors. She also serves as the vice president of the Christian Franchise Advisor Network (CFAN), a group of over 1,000 Ameriprise franchise advisors dedicated to serving Christian clients from a Christian world view. She is a Certified Financial Planner® and has earned the Certified Kingdom Advisor® designation. Rachel is an author, frequent speaker, worship leader, and homeschooling mama of three.