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This session will help advisors who want to start having or improve client conversations about faith-based investing. While it may seem daunting to bring up the topic of values-based investing, it can be an exciting way to deepen your relationship with clients and discover ways to apply stewardship principles within their investments. Learn how other advisors have positioned this topic as a door opener for meaningful conversations with new, potential, and existing clients.
About the Speakers
Brandon Christy
Christy Capital ManagementBrandon Christy is President of Christy Capital Management, Inc. in Macon, GA. A Certified Public Accountant, Brandon is also a Personal Financial Specialist, a designation held only by CPAs who have completed additional financial planning benchmarks. He is also a member of the Georgia Society of CPAs and the American Institute of Certified Public Accountants. Brandon loves to learn and teach about biblical financial wisdom and is actively involved in one-on-one discipling. He and his wife, Cara, have four children.
Rachel McDonough
WealthfluenceRachel McDonough, CFP®, CKA® is an advisor with Wealth Squared, a team of EverSource Wealth Advisors, and the founder of Wealthfluence, a consulting firm focused on helping advisors implement Faith-Driven Investing. Rachel is a published author, worship leader, and frequent speaker on putting our faith into practice through investing.
John Siverling
OneAscent Investment SolutionsJohn Siverling is the Director of Private Markets and Impact Advocacy for OneAscent Investment Solutions, and President of OneAscent Capital LLC. John is a member of the Advisory Council for ADF’s Viewpoint Diversity Score Business Index. John has been a frequent speaker and panelist, including at
the University of Michigan Business School, MIT Forum, UNCC Five Ventures Business Plan Competition, and Kingdom Advisors, among others.
Mark Wambolt
Eventide Asset ManagementMark Wambolt serves as Director of Sales for Eventide Asset Management. He is responsible for developing strategy and leading the execution of investment product sales. Prior to joining Eventide, Mr. Wambolt was Director of Investor Services for Veriti Management, a fintech startup. Before that, he was with Natixis Investment Managers for more than 10 years, most recently as VP, Managing Regional Director of Sales. Mr. Wambolt holds an MBA from Liberty University and a B.A. in Business Administration from Gordon College.
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