James R. Lord, CLU
After attending the University of Missouri; serving in the United States Air Force; and spending four years with Sperry Rand Corporation; Jim entered the financial services field in 1971. In 1980 he was honored as one of The Outstanding Young Men of America. He currently serves on the boards of Christ First Counseling Center of Topeka and is a member of Kingdom Advisors, Inc.
Jim and his wife Debbie have one daughter living at home, plus five adult children, and nine grandchildren. They make their home in Ozawki, Kansas.
Jim is a Chartered Life Underwriter (CLU); Licensed Insurance Agent and Investment Adviser Representative. He holds a Series 6, 63, and 65 security licenses.
As a Financial Planner, Jim understands the need for a unified approach to planning.
Contact me at firstname.lastname@example.org
Carrie Jennings began working at Lord’s in May 2017 as the office manager. She is a Topeka native, and graduated from Seaman High School. Carrie has an Associate of Arts degree from Allen Community College, and is a certified budget counselor. She lives in Topeka with her husband, Dustin, and her Cairn Terrier, Pippin. Carrie and Dustin are active in their church, serving on the technical team and leading a small group of young married couples.
Karen Pauli began working with LORD’S Financial Planning in 1992. Karen is the Appointment Coordinator. She is responsible for all scheduling and assist with organizing seminars. Karen and her husband, Jim, live in Stull, Kansas. They have three children, 10 grandchildren and eight great-grandchildren.
Contact me at email@example.com
Jamison began his career in financial services in 2014, and in 2015 The C. D. Schulte Agency of Garnett Kansas who has served the community for over sixty years brought him into the agency to work with their clients. In 2016 they began looking for a financial planning firm to partner with, and their search brought them to Lord’s Financial Planning with Jamison being selected to head up this division of the agency.
Jamison and his wife Jennifer along with their three children reside in Garnett, and enjoy the small town environment and being close to their extended family.
His hobbies include writing, playing, and recording music, and he leads the music in his church’s Sunday worship service. He believes the most important thing in life is to share the gifts he’s been given.
Jamison is an Investment Adviser Representative through Lord’s Financial Planning and holds his series 6, 63 and 65 licenses.
Contact me at firstname.lastname@example.org
Zac Pohlenz was born and raised in Topeka, KS. Zac started studying finance in 2015 and has always had a fascination with investing strategies. He is proud to be a part of the esteemed Personal Financial Planning program at Kansas State University, where he is studying or will study Insurance Planning, Investing, Retirement, Estate Planning, and much more. Zac will graduate from Kansas State University in 2018 with a Bachelor’s of Science in Personal Financial Planning. Zac currently resides in Manhattan, KS where he attends college, works as a barista, and attends church.
Zac’s hobbies include hiking, woodworking, playing guitar, making coffee, reading, and doing just about anything outdoors.
Contact me at email@example.com