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Join Cassie Laymon as she interviews Greg Baumer and Chris White. Greg Baumer and John Cortines experienced a significant shift in how they viewed faith and finances while attending Harvard Business School. They tell the story of their transformation in the book God and Money, where they also share a simple framework for implementing radical generosity. Chris White, an advisor in the Nashville area and a CKA®, recently went through a similar change of heart after spending two days with David Greene, CEO of Hobby Lobby. Join Greg and Chris on this call where we will explore the similarities in their story and the shift that many advisors have experienced in transitioning to a BRI practice.
Greg Baumer is coauthor of God and Money – How We Discovered True Riches at Harvard Business School, which sold over 35,000 copies. Greg and his coauthor John Cortines have contributed to national media outlets including Moody Radio, NY Daily News, and RELEVANT Magazine, and speak regularly at large churches and conferences around the country. Greg began his career with management consulting firm McKinsey & Company in Chicago, IL and later worked as an investment professional for private equity firm Advent International in Boston, MA. He currently works for naviHealth, Inc., a private equity-backed healthcare startup in Nashville, TN.
Chris White serves as Wealth Advisor to approximately 350 families and businesses in Middle Tennessee and across the country. His goal is to help his clients focus on persistent intentionality with the wealth God has entrusted them. He believes the world teaches a "false theology" about money and finances and he is on a mission to change that.
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.