Broker Check

About Us

Mission

Mission

We strive to provide value to all those whom we serve and believe that every single person who comes into our sphere are gifts. We strive to offer the highest standard of financial tools and resources and seek to demonstrate daily the Fruits of the Vine.


Vision

Lone Oak Financial exists to create a world where all people thrive and are prosperous, and where we are committed to making the world a better place by glorifying God.

Why Choose a CKA?

Are you seeking financial guidance that aligns with your values and prioritizes your long-term goals? Choosing a CKA means selecting a professional committed to integrating biblical wisdom with sound financial planning, ensuring your financial decisions resonate with your faith and principles. With specialized training in biblically responsible investing and a deep understanding of stewardship, a CKA is equipped to navigate the complexities of financial planning while upholding ethical and moral standards. Trusting a Certified Kingdom Advisor means placing your finances in the hands of a dedicated expert who values integrity, wisdom, and a holistic approach to wealth management. Make the choice that aligns your financial prosperity with your spiritual values – choosing a Certified Kingdom Advisor for a path rooted in faith and integrity.

About the Team

Let's talk about
your goals.

Our Mission Is to Replace Your Financial Anxiety with Relaxed Confidence. Let’s talk and see how we can help you.

Thank you!
Oops!