Episode 60: How a Financial Planner Can Help a Pastor

In this episode of the Generosity Podcast, Todd McMichen is joined by Harry Pearson, the founder of OneAscent. During their conversation they discuss how financial planning ministry can help a staff team and church ministry.

Best Quotes

“Do you know if your current investments are aligned with what you said was important?”

“God has walked us through this process to identify that less than 1% of faith-based families are actually aligning their investments with their values and the number one reason is because they are unaware.”

“I’ve never met someone who was giving that wasn’t content with life.”

“God gives us the gift to get our eyes off of ourselves and on to His creation.”

“God, if You are the owner of all things, how do You want me to deploy Your income back into this world?”

“OneAscent exists to empower those advisors to build the Kingdom and serve families in a way that is intimate, that is excellent, that is grounded in truth.”

“Most clients are unaware that they are investing in, profiting from, and helping promote and propel companies forward that do not align with their deepest core values.”

Harry Pearson, is the CEO and co-founder of OneAscent.  He’s held many leadership positions in the financial services industry but is most passionate about empowering advisors to build the Kingdom. With  24 years’ experience, Harry incorporates his big firm experience with the freedom and solutions needed to help families integrate their values with their Investments, Planning, stewardship, and generosity.  He leads a Kingdom Advisor monthly study group and has been a longtime Champion and advocate for growing Kingdom Advisors and helping others do the same.

After obtaining a B.A. in Finance from the University of Alabama at Birmingham in 1996, Harry joined Ameriprise in early 1997. In 2002, he opened his own Ameriprise franchise, which has expanded to include five advisors and five support staff.  He left Ameriprise February 2016 to launch OneAscent which is built to serve advisors and now has 16 advisors in 7 states.  Additionally, Harry has both Certified Financial Planner (CFP) and Certified Kingdom Advisor  (CKA) designations.

Harry is an active member of Oak Mountain Presbyterian Church, where he has served in a variety of leadership roles, including that of an ordained ruling elder since 2007 . Harry and his wife, Laura have been married for 26 years and have four children and 3 grandchildren.

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