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BRI early adopters Dwight Short, Mark Minnella, Richard Sadowski, Dan Hardt share their inspiring stories of why they were compelled to adopt BRI into their financial practices. On this call they answer the questions you may be asking: How will this impact my clients? If I'd like to implement BRI in my practice, how do I get started? What if you hit road blocks with your broker dealer? What challenges should I expect? This call will help you understand the basics of BRI and give you compelling reasons to give it a try!
Dan Hardt, CFP®, AAMS®, ChFC, CLU®, QKA™, and CFCA®, a lifelong resident of the Kentuckiana area, has over 30 years of financial services experience. He helps clients make sound financial decisions and move toward their financial goals. Dan understands that both competence and caring are required to effectively help clients. He is past President of the National Association of Christian Financial Consultants. Dan is also President of Faith and Finances, a local non-profit ministry dedicated to helping Christians apply the principles of their faith to their financial planning. Dan was also the 2015 recipient of the Larry Burkett Award given by Kingdom Advisors and Ron Blue. Dan graduated from the University of Louisville with High Honors and has been married to Charlene for 28 years. They have two daughters, live in Jeffersonville, IN, and are members of Northside Christian Church.
Mark Minnella is the founder and President of Integrity Investors, L.L.C., a company established to evaluate and design portfolios for discerning individuals, specializing in portfolio strategies that allow individuals to invest with integrity, aligning their investments with their individual values, principles and Biblical beliefs. As a co-founder of the National Association of Christian Financial Consultants, Inc. Mark designed the first faith based professional designation program, Christian Financial Consultant and Advisor (CFCA), in the industry. Mark served on the Board of Directors for the Timothy Plan Mutual Funds, adding his guidance to the growth of the first Mutual Fund Family to screen for Biblical Values. His extensive background as a pioneer and leader in the faith based investment movement brings valuable guidance and discernment to the portfolio management offered through Integrity Investors, LLC. As host of the “More than Money” radio show, Mark has been the voice of Biblically Responsible Investing on Christian Radio for over 15 years.
Richard Sadowski’s firm, Christian Financial Principles, is a financial planning and investment management firm dedicated to building wealth for clients in a Biblically responsible manner. Their vision is to help Christians meet or exceed their financial goals utilizing products and services that are not only superior in strength and performance, but also embrace Christian values. They are committed to proven stewardship-based strategies providing their clients with peace of mind and spirit. Richard is active in the Biblically Responsible Investing Community Group of Kingdom Advisors developing and providing resources for financial professionals nationwide to implement Biblically Responsible Investing within their practice. Richard and his wife, Beverly, are active in leadership and teaching roles in their church. Richard has a passion for helping Christians understand what they believe and why they believe it, and is involved in leading the teaching series, Tactics in Defending the Faith.
Dwight Short completed more than 34 years as a financial advisor at Merrill Lynch, taking full retirement on August 3, 2005, and having achieved the title of First Vice President, Investments and the CIMA® designation. However, Dwight feels that more important than any bio highlights is the simple truth of his acceptance of Jesus Christ as his personal Savior when he was a teenager. He adopted Matthew 6:33 as his theme for life: "Seek ye first the Kingdom of God and His righteousness, and all these things shall be added to you." This is still the best indication of who Dwight seeks to be, and what he hopes to achieve in his life. By offering himself as a consultant, speaker, and author on biblical issues relating to investors and advisors, he continues to work toward that goal. Dwight and his wife, Marlene, have two children and four grandchildren.