Location No Longer Matters

Location No Longer Matters

Just 2 years ago, having a financial advisor in a different state, or even city, was something that most people never considered. Why? The capabilities to video chat, email, and sign digitally have been available for many years, but most people had not been utilizing these technologies. The recent coronavirus restrictions changed all this and [...]
February Commentary on Recent Events

February Commentary on Recent Events

There is so much uncertainty today… The Coronavirus continues The new administration’s agenda and Biden’s numerous executive orders Continued massive borrowing of money to overcome the impact of the Coronavirus and how could this ultimately create high inflation and higher interest rates And then last week, out of nowhere, Reddit users manipulated the price of […]

Meet Shawn

Meet Shawn

Shawn Peters is a Wealth Associate with Christian Financial Advisors. Shawn has 5 years of experience in the financial industry, which includes portfolio and investment management, client and technology support, data reconciliation and analysis as well as acting as an Investment Advisor Representative and Financial Advisor. Shawn is currently studying to become a CERTIFIED FINANCIAL [...]
Meet Bailey

Meet Bailey

Since Kirsten went into the ministry, Bailey is the new Office Manager of Christian Financial Advisors. Her responsibilities include ensuring the office runs efficiently, assisting Bob, handling bookkeeping & financial matters, managing office systems and operations, client services and coordinating workshops and events. Bailey and her husband, Dwight, recently moved to San Marcos, Texas to [...]
Welcome Mary Jo Lyons!

Welcome Mary Jo Lyons!

We are pleased to announce Mary Jo Lyons, Certified Financial Planner (CFP®), has joined Christian Financial Advisors as a Wealth Advisor to serve the Houston and Corpus Christi areas beginning June 1st. With over 20 years of experience in the investment industry and as a Certified Financial Planner (CFP®) since 2004, Mary Jo brings extensive [...]
Why You Should Use A Holistic Certified Wealth Strategist

Why You Should Use A Holistic Certified Wealth Strategist

Investment Advisor VS Wealth Advisor People often view financial advice through a single lens, as investment advice. However, there’s a big difference between simply managing your investment portfolio (one aspect of your overall finances) and a holistic approach to coordinating your entire financial picture. Only a full-service, independent financial advisor provides the critical planning services [...]