{"id":339,"date":"2016-11-03T17:37:59","date_gmt":"2016-11-03T17:37:59","guid":{"rendered":"http:\/\/lawyer2.mythemecloud.io\/?page_id=339"},"modified":"2024-03-21T19:37:57","modified_gmt":"2024-03-21T19:37:57","slug":"who-we-are","status":"publish","type":"page","link":"https:\/\/gpswp.com\/lordsfinancialplanning2\/who-we-are\/","title":{"rendered":"Who We Are"},"content":{"rendered":"\t\t
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Our Financial Professionals<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\"\"<\/figure>

James Lord, CLU<\/h3>

Founder and Investment Advisor Representative \nLORD'S Financial Planning<\/p><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Jim entered the financial services industry in 1971, founding today’s Lord’s Financial Planning in 2009. \u00a0He grew up on a farm near Kincaid, Kansas and attended the University of Missouri. \u00a0After college, he served in the United States Air Force, and spent four years with Sperry Rand Corporation. \u00a0In 1980 he was honored as one of The Outstanding Young Men of America. \u00a0Jim is a Chartered Life Underwriter (CLU), a Licensed Life and Health Insurance Agent, and holds Series 6, 63, and 65 Security Licenses. \u00a0In addition, Jim is an Investment Advisor Representative, operates as a Fiduciary, and\u00a0is a member of Kingdom Advisors, Inc.\u00a0<\/p>

Jim and his wife, Debbie live in Ozawkie. \u00a0They have six children, nine grandchildren, and four great-grandchildren. \u00a0When he is not in the office Jim enjoys bicycling, reading, and traveling.<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\"\"<\/figure>

Carrie Jennings<\/h3>

\n<\/p><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\t\tEnvelope<\/span>\n\t\t\t\t\t\t<\/i>\t\t\t\t\t<\/a>\n\t\t\t\t<\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t
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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.<\/p>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Paraplanners<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\tAs Paraplanner\u2019s with Paladin Financial, Zach and Mason strive to create a warm and welcoming experience for our clients. Working alongside Jeff Foley CFP\u00ae, they work extensively to help prepare our client\u2019s financial plans, as well as sitting in on and helping to facilitate client meetings. They also serve as an additional resource for our client\u2019s ongoing needs.\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\nPaladin Financial (an SEC Registered Investment Advisor) is proud to collaborate with Jim Lord and the Lord\u2019s 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.\nVisit the Paladin Website <\/i><\/a>\n\n<\/div>\n
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\n\nWe have strategically partnered with Gradient Investments, LLC, an independent, fee-only SEC registered investment advisor to provide our clients with professional money management services. Our firm and clients have unique access to Gradient Investments\u2019 portfolio managers who bring a depth of market experience and insight and actively manage our clients\u2019 accounts.<\/i>\n\nThe Gradient Investments team can be seen regularly on national media outlets including CNBC, Fox Business, Bloomberg Barron\u2019s, and The Wall Street Journal.\n\n<\/div>\n
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MICHAEL BINGER, CFA\u00ae<\/h3>\nPresident of Gradient Investments, LLC\n\n \n\n \n\n \n\n<\/center><\/div>\n
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Keith Gangl, CFA\u00ae<\/h3>\nPortfolio Manager Gradient Investments, LLC\n\n \n\n \n\n \n\n<\/center><\/div>\n
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JEREMY BRYAN, CFA\u00ae<\/h3>\nPortfolio Manager of Gradient Investments, LLC\n\n \n\n \n\n \n\n<\/center><\/div>\n
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Tyler Ellegard, CFA\u00ae<\/h3>\nPortfolio Manager\nGradient Investments, LLC\n\n \n\n \n\n \n\n<\/center><\/div><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t
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For nearly 100 years, the Chartered Life Underwriter (CLU\u00ae) 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.<\/p><\/div>\n\n\n

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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. <\/p>\n<\/div>\n

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Ask about our tax and estate planning<\/h3>\n<\/div><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

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. James Lord, CLU Founder and […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"\nWho We Are - LORDS Financial Planning<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Who We Are - LORDS Financial Planning\" \/>\n<meta property=\"og:description\" content=\"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. 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