Our Financial Professionals
We work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Jim entered the financial services industry in 1971, founding today’s Lord’s Financial Planning in 2009. He grew up on a farm near Kincaid, Kansas and attended the University of Missouri. After college, he served in the United States Air Force, and spent four years with Sperry Rand Corporation. In 1980 he was honored as one of The Outstanding Young Men of America. Jim is a Chartered Life Underwriter (CLU), a Licensed Life and Health Insurance Agent, and holds Series 6, 63, and 65 Security Licenses. In addition, Jim is an Investment Advisor Representative, operates as a Fiduciary, and is a member of Kingdom Advisors, Inc.
Jim and his wife, Debbie live in Ozawkie. They have six children, nine grandchildren, and four great-grandchildren. When he is not in the office Jim enjoys bicycling, reading, and traveling.
Carrie Jennings
Carrie joined our firm 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, is a licensed Life and Health Insurance Agent, and is a certified budget counselor. She lives in Topeka with her husband Dustin, son William, and dog Kenobi. In her spare time, Carrie enjoys reading, cooking, and caring for her houseplants. She and Dustin are active in their church, serving on the tech team and enjoy hosting friends in their home.
Paraplanners
Paladin Financial (an SEC Registered Investment Advisor) is proud to collaborate with Jim Lord and the Lord’s Financial Planning team. Jim Lord is an investment advisor representative with Paladin Financial, which is an independent, fee-based advisor firm owned by Kansas-natives Jeff and Nikki Foley. The Paladin Financial team is made up of financial professionals who can help you coordinate your financial journey. We invite you to learn more about Paladin Financial. Visit the Paladin Website
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
Keith Gangl, CFA®
Portfolio Manager Gradient Investments, LLC
JEREMY BRYAN, CFA®
Portfolio Manager of Gradient Investments, LLC
Tyler Ellegard, CFA®
Portfolio Manager Gradient Investments, LLC
For nearly 100 years, the Chartered Life Underwriter (CLU®) designation has been sought by financial professionals. CLUs who professionals who have achieved a high level of knowledge in life insurance, estate planning, and risk management. They have an in-depth understanding of life insurance’s intricacies and applications to meet client goals in financial planning, estate planning, business continuity, key person, and related employee benefits.
Kingdom Advisors is a network of professionals that delivers advice that aligns with Christian values and that imparts biblical financial wisdom to their clients, peers, and community.