About Us

Thomas D Lee CFP® CKA®

Certifications and experience:
Certified Financial Planner Practitioner®
Certified Kingdom Advisor®

Tom started in the financial services industry in 1985. He has safely steered his clients through the market crash of 1987, the tech wreck of 2000-2002, the real estate bust of 2008, and most recently the pandemic-induced recession of 2020. Through it all, Tom has helped hundreds of families get out of debt, manage their finances, get their kids through college, retire and even engage in philanthropy. Tom’s passion is to follow God’s lead so he can give sound, Biblically-based financial advice to his clients. Tom lives in the Twin Cities with his wife Lisa. They have five children.  Tom enjoys hiking, biking, board games, and pro football.

What is a Certified Financial Planner?
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow.

What is a Certified Kingdom Advisor?
Certified Kingdom Advisor® is a designation granted by Kingdom Advisors to individuals who have satisfied Kingdom Advisors standards that demonstrated the:

• • • Ability to Apply Biblical Wisdom in Financial Counsel:
      By successfully completing the rigorous Certified Kingdom Advisor® coursework and examination.
    • Technical Competence:
      By providing evidence of an approved professional designation or by having at least 10 years full-time experience in their discipline.
    • Ethical Practice:
      By agreeing to espouse and practice the Kingdom Advisors Code of Ethics, by maintaining active local church involvement, and by providing pastoral and client letters of reference.
    • Biblical Stewardship:
      By pledging that they practice biblical stewardship in their personal and professional lives and by giving regularly in proportion to their income.

Learn more about Financial Planning