Our Team

jim 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.  Jim is a member of Kingdom Advisors, Inc.

He and his wife, Debbie, have six children, nine grandchildren, and one great-grandchild.  They make their home in Ozawkie, Kansas.

Jim is a Chartered Life Underwriter (CLU), Licensed Life and Health Insurance Agent, and an Investment Advisor Representative. He holds Series 6, 63, and 65 security licenses.

As a Financial Planner, Jim understands the need for a unified approach to planning.

Contact me at jlord@lordsfinancialplanning.com

Carrie Jennings

Carrie joined our firm in 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, is a licensed Life and Health Insurance Agent, 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 assisting with the Young Adult ministry.

Contact me at cjennings@lordsfinancialplanning.com

karenKaren Pauli

Karen began working with us in 1992 as the Appointment Coordinator.  She and her husband, Jim, live in Lecompton, Kansas. They have three children, ten grandchildren and thirteen great-grandchildren.  In her spare time, Karen enjoys sewing and scrapbooking.

Contact me at kpauli@lordsfinancialplanning.com