Within CFAN, I feel at home. I have more relationships in the network than I ever did at my prior firm. When discussing a client issue, the other advisors in CFAN have helped me work through different scenarios from a biblical perspective. At Ameriprise, I feel like advisors are on my side and willing to collaborate.

At Ameriprise, there are many opportunities to get involved in your faith. The conversations we are having are filled with openly sharing values and learning each other’s story. We connect advisors to events across the nation to help them gain encouragement, find mentorship or even help in their succession planning.

CFAN’s committee and corporate structure is ahead of where most firms are. There is a robust community of Christian mentors that help grow our businesses through faith-based financial planning. Our clients often span three or four generations, so it is important that we have the technology to support our generational financial planning — as well as a firm that embraces our faith-based and ethical investing offerings.

The training through Kingdom Advisors helped me to crystalize our biblio-centric approach to financial planning. Before joining Ameriprise, we learned about CFAN at the Kingdom Advisor conference booth. Once we joined Ameriprise, we valued the unique combination of cutting-edge technology and financial planning plus the mentorship and community of CFAN — you won’t get anywhere else.