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Learn about Biblically Responsible Investing (BRI) as an expression of God’s love and compassion, rooted in biblical principles. A panel of Kingdom Advisors currently implementing BRI share stories about why BRI matters to them, obstacles they overcame, and the logistics of adding BRI to their practices. If you are interested in exploring BRI for your clients, learn from those who have already blazed a trail.
Suzuanne Foster is a financial advisor with Ameriprise Financial in Mission Viejo, CA. She is a business administration graduate of UC Riverside, and is certified as a CFP®, CRPC® and Qualified Kingdom Advisor™.
Loran Graham is a financial advisor specializing in faith-based investing and leads Loran Graham Company as CEO. He is also the author of Investing with Integrity: How Investment Choices Can Be an Act of Worship. Loran has earned the Certified Kingdom Advisor® designation and lives in Spokane, Washington with his wife and two children.
Cassandra Laymon is the President of Beacon Wealth Consultants and Director of Institutional Sales for LightPoint Portfolios. Cassandra partners with advisors and their business owner and church clients as a Certified Plan Fiduciary Advisor to better understand their company retirement plan objectives and design, to make them values-aligned, efficient, and cost effective. She also assists financial advisors and business owners in better understanding their fiduciary responsibilities and how to effectively delegate those to a qualified investment manager - 3(38) Fiduciary. Cassie is the author of the book I Found Jesus in the Stock Market: How Biblically Responsible Investing Can Change Your Heart, Too. She has also earned the Certified Kingdom Advisor® credential.
Jeff Rogers is the Founder and Chairman of Stewardship Advisory Group and Stewardship Legacy Coaching. In addition to his own practice, Jeff also mentors & disciples other advisors across the country. Jeff has worked with churches and ministries and their donors for over 30 years in helping to release resources for the fulfillment of the Great Commission. In 2009, Jeff was honored to be the first recipient of an award from Kingdom Advisors for leadership in the area of Charitable Giving, and in 2013 he was honored to be the recipient of the Larry Burkett Award from Ron Blue and Kingdom Advisors; their highest honor. Jeff has been happily married to his wife Cathy for over 27 years; they live in Clermont, Florida.