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Biblically Responsible Investing seeks to honor God by choosing investments that are aligned with biblical values. This session shares how to confidently position the BRI Story in a way that is simple for clients to understand and personalized to your own experience. Discover ideas for introducing BRI in a client conversation and how to confidently explain BRI to clients in a positive and encouraging way.
Cassandra Chandler-Laymon holds a Master’s Degree in Adult Education and an MBA, both from Rutgers University. She is a CFP® and a Certified Kingdom Advisor™. Prior to joining Beacon Wealth Consultants in January 2012, Cassandra owned her own financial services practice. As a former health care executive, she previously managed Education and Organizational Development for a 5,000-employee health care system, where her responsibilities included strategic planning, team and leadership development, meeting design and facilitation, and patient satisfaction. Cassie is an author and speaker. She and her husband, Rick, enjoy adventures with their three children – Sam, Bethany and Carson.
Todd Larson, CKA®, CFP®, CRPC®, CFS®, APMA®, CLTC, is a Private Wealth Advisor with Larson, Reynolds and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc. in Fort Wayne, IN. Todd received his undergraduate degree from Purdue University and a Master of Science in Financial Services from the Institute of Business and Finance. A Certified Kingdom Advisor®, he focuses on retirement and estate planning strategies, as well as small businesses.
Rick Laymon is the CEO of Beacon Wealth Consultants, Inc. Rick is a graduate of the University of Illinois and holds the Accredited Asset Management Specialist (AAMS®) and Accredited Wealth Management Advisor (AWMA®) designations from the College for Financial Planning in Colorado, as well as a CERTIFIED FINANCIAL PLANNER™ certificate. He was among the first advisors to be awarded the Qualified Kingdom Advisor™ designation by Kingdom Advisors CEO Ron Blue. He is an Associate Member of The Stewardship Alliance, an organization providing Gift Planning, Estate Design, and Legacy Coaching services to the donors of national Christian ministries. Rick and his wife, Cassie, have three children.